Thinking | T. Rowe Price

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This Quarter (Q2 2021) Hide

June 2021 / WEBINAR

2021 Midyear Market Outlook: Positioning...

2021 Midyear Market Outlook: Positioning for a New Economic Landscape

2021 Midyear Market Outlook: Positioning...

Expert insights on the investment themes shaping markets in the second half of 2021.

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

June 2021 / INVESTMENT INSIGHTS

Surging Home Prices May Lead to Rate Hikes

The return of housing as an economic driver gives the Fed options.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / INVESTMENT INSIGHTS

Four Keys to Tackling the Green Bond Boom

Increased issuance means more buy-side diligence is needed

By Matthew Lawton

Matthew Lawton Sector Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

The Imminent Peak in Growth Does Not Spell...

The Imminent Peak in Growth Does Not Spell Doom and Gloom

The Imminent Peak in Growth Does Not Spell...

It is likely to remain above the potential rate for a while

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / MARKET OUTLOOK

Global Asset Allocation: June Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2021 / VIDEO

What Does Our Underweight to Stocks Really...

What Does Our Underweight to Stocks Really Mean?

What Does Our Underweight to Stocks Really...

Our Asset Allocation Committee recently moved to an underweight in stocks, but what...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

June 2021 / MARKET OUTLOOK

Positioning for a New Economic Landscape

Recovery is on track, but inflation pressures create risks

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

June 2021 / INVESTMENT INSIGHTS

Finding Value in Equity Markets Amid Elevated...

Finding Value in Equity Markets Amid Elevated Valuations

Finding Value in Equity Markets Amid Elevated...

When the upside potential may be limited, selectivity is required

By Yoram Lustig & Michael Walsh

June 2021 / MARKET OUTLOOK

As the Global Economy Recovers, Japan Stands...

As the Global Economy Recovers, Japan Stands in the Spotlight

As the Global Economy Recovers, Japan Stands...

Upbeat outlook as Japanese market is highly geared to global recovery

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

Seeking Value Stocks on the Right Side of...

Seeking Value Stocks on the Right Side of Change

Seeking Value Stocks on the Right Side of...

Accelerating disruption creates potential opportunities for value investors

By Mark S. Finn

Mark S. Finn Portfolio Manager

June 2021 / VIDEO

Credit market outlook in brief

Fundamentals, valuations and technicals

By Justin Gerbereux

Justin Gerbereux Global Head of Credit Research

June 2021 / INVESTMENT INSIGHTS

Are Tight Credit Valuations Justified?

Positive tailwinds are providing support, but caution is advised

By Multiple Authors

June 2021 / MARKET OUTLOOK

Investment Ideas for the Next 12 Months

Positioning your portfolio for the risks and opportunities ahead

By Yoram Lustig & Michael Walsh

May 2021 / INVESTMENT INSIGHTS

Why Central Bank Digital Currencies Will...

Why Central Bank Digital Currencies Will Revolutionize Banking

Why Central Bank Digital Currencies Will...

CBDCs should boost financial inclusion and improve efficiency.

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

May 2021 / INVESTMENT INSIGHTS

Duration Hideouts Offer Opportunities as...

Duration Hideouts Offer Opportunities as Bond Sell-Off Continues

Duration Hideouts Offer Opportunities as...

Five key themes for an uncertain period in fixed income markets.

By Arif Husain

Arif Husain Head of International Fixed Income

May 2021 / PODCAST

COVID-19 Vaccinations and the Implications...

COVID-19 Vaccinations and the Implications for Emerging Markets

COVID-19 Vaccinations and the Implications...

The vaccine roll out across emerging markets is a critical question.

By Benjamin Robins

Benjamin Robins Portfolio Specialist

May 2021 / INVESTMENT INSIGHTS

Lessons Learned: Repeat of Taper Tantrum...

Lessons Learned: Repeat of Taper Tantrum Unlikely

Lessons Learned: Repeat of Taper Tantrum...

The Fed may announce first asset tapering steps this summer.

By Alan Levenson

Alan Levenson Chief Economist

May 2021 / INVESTMENT INSIGHTS

What’s Next for China’s Geopolitical Relations...

What’s Next for China’s Geopolitical Relations?

Tensions remain elevated, but expect a return to more multilateral negotiations

By Katie Deal & Chris Kushlis

May 2021 / INVESTMENT INSIGHTS

Prospects Brighten for Global Dividend Stocks

Post-pandemic recovery will likely aid company earnings and dividends

By Yoichiro Kai

Yoichiro Kai Portfolio Manager

May 2021 / INVESTMENT INSIGHTS

Complacency creates inefficiency in EM corpora...

Complacency creates inefficiency in EM corporates

Amid broad-based buying, markets have been paying less attention to issuer-specific...

By Siby Thomas

Siby Thomas Portfolio Manager

May 2021 / MARKET OUTLOOK

Global Asset Allocation: May Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2021 / INVESTMENT INSIGHTS

Emerging Markets Should Largely Keep Pace...

Emerging Markets Should Largely Keep Pace With U.S. Rebound

Emerging Markets Should Largely Keep Pace...

Yield curves may steepen as growth recovers

By Chris Kushlis

Chris Kushlis Credit Analyst

May 2021 / BLOG

In First 100 Days, Biden Maps Big Changes...

In First 100 Days, Biden Maps Big Changes to Economy

In First 100 Days, Biden Maps Big Changes...

Expect tax hikes to fund infrastructure upgrades and innovation

By Katie Deal

Katie Deal Associate Analyst

May 2021 / INVESTMENT INSIGHTS

What’s Next for Value Stocks

Value stocks have rallied, but we see the potential for more upside

By John Linehan

John Linehan Portfolio Manager

May 2021 / GOING BEYOND THE NUMBERS

Diversity, Equity, and Inclusion in the Spotli...

Diversity, Equity, and Inclusion in the Spotlight

From tragedy comes unity and a commitment to improve

By Donna Anderson & Maria Elena Drew

May 2021 / VIDEO

The Active Opportunity in EM Corporate Bonds

EM corporates are one of the last truly inefficient asset classes - good news for...

By Samy Muaddi

Samy Muaddi Portfolio Manager

May 2021 / POLICY INSIGHTS

Understanding T. Rowe Price’s Strategic Invest...

Understanding T. Rowe Price’s Strategic Investing Approach

Understanding T. Rowe Price’s Strategic Investing...

Discipline creates a strong investment process for our clients

By T. Rowe Price

T. Rowe Price

May 2021 / BLOG

Navigating a Landscape of Interlinked Crises

Opportunities presented by public policy in the Biden era

By Katie Deal

Katie Deal Associate Analyst

May 2021 / VIDEO

Global Aggregate Bond: The Inside Story

A walk-through of some of our active portfolio positions, and the rationale behind...

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

April 2021 / VIDEO

Are Rising Rates Good or Bad for Stocks?

Rising rates could present a dilemma for stock investors

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

April 2021 / INVESTMENT INSIGHTS

The Resilience of EM Corporates

EM corporate bonds have had smaller losses and less volatility at times of market...

By Siby Thomas

Siby Thomas Portfolio Manager

April 2021 / INVESTMENT INSIGHTS

High Yield Debt Can Boost Income And Return...

High Yield Debt Can Boost Income And Return Potential Amid Low Yields

High Yield Debt Can Boost Income And Return...

Downside risk management is crucial

By Multiple Authors

April 2021 / INVESTMENT INSIGHTS

Loans May Provide Solid Returns in Multiple...

Loans May Provide Solid Returns in Multiple Rate Environments

Loans May Provide Solid Returns in Multiple...

The asset class offers a low-duration profile, attractive yields

By Paul Massaro & Stephen M. Finamore

April 2021 / MULTI-ASSET STRATEGY

Inflation Likely to Accelerate: A Non-consensu...

Inflation Likely to Accelerate: A Non-consensus View

Inflation Likely to Accelerate: A Non-consensus...

Aggressive stimulus and labor market tightening mean higher inflation risk

By Richard Coghlan & Christopher Faulkner-MacDonagh

April 2021 / MARKET OUTLOOK

Global Asset Allocation: April Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2021 / VIDEO

The Resilience of EM Corporate Debt

By Samy Muaddi

Samy Muaddi Portfolio Manager

April 2021 / INVESTMENT INSIGHTS

A Shift Toward Value

The tide may be turning for value stocks

By Yoram Lustig & Michael Walsh

April 2021 / VIDEO

EM Corporate Bond: how we invest

By Samy Muaddi

Samy Muaddi Portfolio Manager

April 2021 / INVESTMENT INSIGHTS

Five Forces in International Equities Investor...

Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors...

China, Japan, technology, and value have potential to shape global markets in 2021...

By Justin Thomson

Justin Thomson Head of International Equity

April 2021 / INVESTMENT INSIGHTS

The Long-Term Appeal of Durable Growers Remain...

The Long-Term Appeal of Durable Growers Remains Intact

The Long-Term Appeal of Durable Growers Remains...

Some of the best large-cap growth stories have often contained multiple chapters

By Larry J. Puglia & Paul Greene

April 2021 / MULTI-ASSET SOLUTIONS

Three Reasons Why Pent-Up Demand Is Not a...

Three Reasons Why Pent-Up Demand Is Not a Growth Panacea

Three Reasons Why Pent-Up Demand Is Not a...

The recovery in European asset prices is likely to be nonlinear

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2021 / INVESTMENT INSIGHTS

Why ESG Factors Matter in Asia Credit Investin...

Why ESG Factors Matter in Asia Credit Investing

Integrating ESG factors can help manage downside risk and identify high-quality businesses...

By Sheldon Chan

Sheldon Chan Porfolio Manager

April 2021 / MARKETS & ECONOMY

Leveraging a Diversity of Perspectives on...

Leveraging a Diversity of Perspectives on Rising Rates

Leveraging a Diversity of Perspectives on...

An unusual rebound may provide opportunities even as rates rise

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

Previous Quarter (Q1 2021) Hide

March 2021 / INVESTMENT INSIGHTS

Why the Eurozone Will Not Mirror China’s...

Why the Eurozone Will Not Mirror China’s Post-COVID Recovery

Why the Eurozone Will Not Mirror China’s...

After an initial strong rebound, a period of eurosclerosis could loom

By Chris Kushlis & Tomasz Wieladek

March 2021 / INVESTMENT INSIGHTS

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate...

Rising bond yields and interest rate volatility are expected to continue

By Arif Husain

Arif Husain Head of International Fixed Income

March 2021 / MARKETS & ECONOMY

Vaccine Progress Hands UK Economic Boost...

Vaccine Progress Hands UK Economic Boost Over EU

Vaccine Progress Hands UK Economic Boost...

Sterling looks set to strengthen against the euro

By Tomasz Wieladek & Ivan Morozov

March 2021 / MARKETS & ECONOMY

Investing in a Pandemic: Lessons Learned...

Investing in a Pandemic: Lessons Learned and What’s Next

Investing in a Pandemic: Lessons Learned...

Disruption, speculation in markets, and themes to watch

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

March 2021 / INVESTMENT INSIGHTS

Seeking Alpha in Emerging Markets Corporate...

Seeking Alpha in Emerging Markets Corporate Debt

Seeking Alpha in Emerging Markets Corporate...

After a decade of strong performance, the asset class deserves a serious look

By Siby Thomas

Siby Thomas Portfolio Manager

March 2021 / INVESTMENT INSIGHTS

Why the Time Is Right to Consider Investing...

Why the Time Is Right to Consider Investing in EM Local Debt

Why the Time Is Right to Consider Investing...

It offers relatively high income potential and the prospect of capital gains

By Yoram Lustig, Michael Walsh & Niklas Jeschke

March 2021 / BLOG

Cooling U.S.-Europe Trade Tensions Could...

Cooling U.S.-Europe Trade Tensions Could Lead to Bigger Deal

Cooling U.S.-Europe Trade Tensions Could...

Biden likely to seek European support to exert pressure on China

By Katie Deal

Katie Deal Associate Analyst

March 2021 / VIDEO

U.S. Vaccine News Driving The Stock Market...

U.S. Vaccine News Driving The Stock Market Rally

U.S. Vaccine News Driving The Stock Market...

Optimism about the rollout of vaccines in the US explains, in part, why the market...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

March 2021 / PODCAST

Part Three: Secular Forces Are Carving New...

Part Three: Secular Forces Are Carving New Paths for Active Investing

Part Three: Secular Forces Are Carving New...

How has coronavirus accelerated and redirected some long-term secular trends?

By Yoram Lustig & Michael Walsh

March 2021 / INVESTMENT INSIGHTS

Why Credit Investors Need to Become Active...

Why Credit Investors Need to Become Active Duration Managers

Why Credit Investors Need to Become Active...

The importance of duration for credit performance and five ways to improve it

By Ken Orchard & Steven Boothe

March 2021 / INVESTMENT INSIGHTS

Preparing for Higher Inflation

With inflation expectations on the rise, we look at a few investment ideas that could...

By Yoram Lustig & Michael Walsh

March 2021 / INVESTMENT INSIGHTS

U.S. High Yield Bonds Should Benefit From...

U.S. High Yield Bonds Should Benefit From Improving Fundamentals

U.S. High Yield Bonds Should Benefit From...

The asset class offers current high income, lower rate sensitivity

By Kevin Loome & Gregor Dannacher

March 2021 / MARKETS & ECONOMY

Pleasant Recession, Unpleasant Recovery

Weak pent-up demand will likely prevent a post-COVID boom

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / MARKET OUTLOOK

Global Asset Allocation: March Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

March 2021 / VIDEO

Attractive Risk-Return Tradeoff in EM Corpora...

Attractive Risk-Return Tradeoff in EM Corporates

A history of equity-like returns, with a fraction of the volatility

By Samy Muaddi

Samy Muaddi Portfolio Manager

March 2021 / MARKETS & ECONOMY

Has the Fed Turned Hawkish by Allowing Bond...

Has the Fed Turned Hawkish by Allowing Bond Yields to Surge?

Has the Fed Turned Hawkish by Allowing Bond...

It seems happy to let financial market conditions tighten.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / VIDEO

Why Now for EM Local Currency Debt?

Yield, valuation and diversification

By Andrew Keirle

Andrew Keirle Portfolio Manager

March 2021 / INVESTMENT INSIGHTS

Investing in the Infrastructure Behind the...

Investing in the Infrastructure Behind the Digital Economy

Investing in the Infrastructure Behind the...

We like firms supplying “picks and shovels” for the rush online

By Alan Tu, James Stillwagon & Anthony Wang

March 2021 / INVESTMENT INSIGHTS

For or Against? The Year in Shareholder Resolu...

For or Against? The Year in Shareholder Resolutions

For or Against? The Year in Shareholder Resolution...

With environmental and social proposals in the spotlight, case-by-case insights were...

By Donna Anderson

Donna Anderson Head of Corporate Governance

March 2021 / INVESTMENT INSIGHTS

When Emerging Market Debt Dances to the Inflat...

When Emerging Market Debt Dances to the Inflation Tune

When Emerging Market Debt Dances to the Inflation...

How higher oil prices could impact inflation and the asset class

By Multiple Authors

March 2021 / INVESTMENT INSIGHTS

Melting Permafrost Poses Challenge For Arctic...

Melting Permafrost Poses Challenge For Arctic Companies

Melting Permafrost Poses Challenge For Arctic...

Climate change risks are rising for Russian industrial companies

By Willem Visser

Willem Visser Credit Analyst

February 2021 / INVESTMENT INSIGHTS

Five Reasons to Consider EM Local Bonds

Attractive yields and cheap currencies make the sector stand out

By Andrew Keirle

Andrew Keirle Portfolio Manager

February 2021 / INVESTMENT INSIGHTS

What are the Challenges and Opportunities...

What are the Challenges and Opportunities of Investing in Emerging Markets?

What are the Challenges and Opportunities...

How can investors approach such a broad and diverse set of universe?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

How Blending EM Debt can Generate Capital...

How Blending EM Debt can Generate Capital Gains in Fixed Income

How Blending EM Debt can Generate Capital...

Historically underappreciated, what can emerging market debt offer?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

Emerging Markets: Overlooked and Underrated?

Discussing the rationale for a strategic allocation to EM

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

How Can China Remain a Key Growth Economy?

Rising debt and trade wars among key challenges

By Wenli Zheng & Chris Kushlis

February 2021 / PODCAST

‘Confidence is back’: EM on a Path to Recovery

A deep look into the prospects facing emerging markets investors

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / BLOG

The “In-Between,” the “New Normal,” and What’s...

The “In-Between,” the “New Normal,” and What’s Next…

The “In-Between,” the “New Normal,” and What’s...

Tracking the course for global equites to a post-COVID-19 world

By David J. Eiswert

David J. Eiswert Portfolio Manager

February 2021 / PODCAST

Secular Forces Are Carving New Paths for...

Secular Forces Are Carving New Paths for Active Investing Part 2

Secular Forces Are Carving New Paths for...

How has coronavirus accelerated and redirected some long-term secular trends?

By Yoram Lustig & Michael Walsh

February 2021 / MARKET OUTLOOK

Global Asset Allocation: February Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / PODCAST

Secular Forces Are Carving New Paths for...

Secular Forces Are Carving New Paths for Active Investing

Secular Forces Are Carving New Paths for...

How has coronavirus accelerated and redirected some long-term secular trends?

By Yoram Lustig & Michael Walsh

February 2021 / MARKETS & ECONOMY

The Risk Rally Will Likely Continue, but...

The Risk Rally Will Likely Continue, but It Is Vulnerable

The Risk Rally Will Likely Continue, but...

A price correction is possible

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2021 / MARKETS & ECONOMY

The EU-UK Trade Deal Leaves Open Questions

But the exclusion of some areas brings opportunity for reform

By Quentin Fitzsimmons & Tomasz Wieladek

February 2021 / INVESTMENT INSIGHTS

Three Critical Questions Facing Fixed Income...

Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income...

Why a flexible approach is necessary in this challenging environment

By Arif Husain

Arif Husain Head of International Fixed Income

January 2021 / MARKET OUTLOOK

Gains Still to Be Found in Global Equities

Seizing the opportunities that higher volatility and mixed news flow will create

By Scott Berg

Scott Berg Portfolio Manager

January 2021 / INVESTMENT INSIGHTS

Finding “Deeper Value” in Emerging Markets

Value-growth divergence may be peaking

By Ernest Yeung

Ernest Yeung Portfolio Manager

January 2021 / INVESTMENT INSIGHTS

End of the Fed’s Credit Support Facilities...

End of the Fed’s Credit Support Facilities Is Positive

End of the Fed’s Credit Support Facilities...

Risk of unintended imbalances in the credit market is lower

By Steven Boothe & Gregor Dannacher

January 2021 / MULTI-ASSET SOLUTIONS

Creativity in a Low-Yield Era

Bond investors could face more challenging markets in 2021

By Mark Vaselkiv & David Giroux

January 2021 / MULTI-ASSET SOLUTIONS

Uncovering Opportunities Amid Recovery

A winding path back

By T. Rowe Price

T. Rowe Price

January 2021 / MARKET OUTLOOK

Global Asset Allocation: January Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2021 / BLOG

What Georgia Senate Results Could Mean for...

What Georgia Senate Results Could Mean for Markets

What Georgia Senate Results Could Mean for...

Unified government puts fiscal stimulus, tax increases on table

By Katie Deal

Katie Deal Associate Analyst

January 2021 / MARKET OUTLOOK

Euro High Yield: The Opportunity Today

An attractive option for income seekers

By Michael Della Vedova & Stephen Marsh

Q4 2020 Show

30 December 2020 / INVESTMENT INSIGHTS

Investing in EM corporate bonds for income...

Investing in EM corporate bonds for income and diversification

Investing in EM corporate bonds for income...

An asset allocation perspective

By Yoram Lustig & Andrew Armstrong

December 2020 / MARKET OUTLOOK

Global Asset Allocation: December Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

December 2020 / VIDEO

Why we’ve Rotated into Quality Growth Cyclical...

Why we’ve Rotated into Quality Growth Cyclicals

David Eiswert discusses the importance of idiosyncratic opportunities

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2020 / VIDEO

Elections and Vaccines – Signs of Hope for...

Elections and Vaccines – Signs of Hope for Investors?

Elections and Vaccines – Signs of Hope for...

David Eiswert assesses the impact of recent market developments

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2020 / VIDEO

2021 – Tempering Optimism With Some Caution

David Eiswert analyses the prospects for global equity investors

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2020 / VIDEO

2021 Global Market Outlook

Replay of the 2021 Global Market Outlook webinar

By Justin Thomson, David Giroux & Mark Vaselkiv

December 2020 / GLOBAL MARKET OUTLOOK

Managing to the Other Side

New vaccines could accelerate recovery, boost cyclical sectors

By David Giroux, Justin Thomson & Mark Vaselkiv

December 2020 / INVESTMENT INSIGHTS

Credit Investing Roadmap for 2021

Navigating the credit cycle and the road ahead

By Multiple Authors

December 2020 / VIDEO

2021 Global Credit Outlook

Replay of the 2021 Global Credit Outlook webinar

By Multiple Authors

December 2020 / GLOBAL MARKET OUTLOOK

China Market Outlook 2021

Improving fundamentals are likely to be sustained

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2020 / GLOBAL MARKET OUTLOOK

Asia ex-Japan: Constructive Outlook for Equiti...

Asia ex-Japan: Constructive Outlook for Equities in 2021

Asia ex-Japan: Constructive Outlook for Equities...

High-quality growth businesses on reasonable multiples

By Anh Lu

Anh Lu Portfolio Manager

December 2020 / GLOBAL MARKET OUTLOOK

For Investors in Japan, the Outlook Appears...

For Investors in Japan, the Outlook Appears Suga Sweet

For Investors in Japan, the Outlook Appears...

Four reasons to be bullish about the Japan investment outlook

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2020 / MARKET OUTLOOK

Investment Ideas for the Next 12 Months

Positioning your portfolio for the challenges and opportunities ahead

By Yoram Lustig & Michael Walsh

December 2020 / MARKETS & ECONOMY

Market Optimism May Be Justified—But I Urge...

Market Optimism May Be Justified—But I Urge Caution

Market Optimism May Be Justified—But I Urge...

Weak growth and a fiscally hamstrung U.S. signal trouble ahead

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

December 2020 / INVESTMENT INSIGHTS

Who Could Win in the Value vs. Growth Debate?

Applying active decision-making is key in an uncertain environment

By Laurence Taylor

Laurence Taylor Portfolio Specialist

December 2020 / INVESTMENT INSIGHTS

Central Banks Are Not Out of Ammunition Yet

How the prospect of further monetary easing could impact bond markets

By Arif Husain & Quentin Fitzsimmons

November 2020 / PODCAST

Opportunity in an era of extremes

David Eiswert discusses the key issues for global equity investors, including the...

By David J. Eiswert & Laurence Taylor

November 2020 / MARKETS & ECONOMY

Why the Future Now Looks Brighter for Value...

Why the Future Now Looks Brighter for Value Investing

Why the Future Now Looks Brighter for Value...

Three scenarios that could propel a style rotation back to value

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

November 2020 / INVESTMENT INSIGHTS

U.S. Election Results Appear Market-Friendly

Divided government likely would produce moderate policies

By Katie Deal, John Linehan & Mark Vaselkiv

November 2020 / INVESTMENT INSIGHTS

Uncovering Opportunities in Noninvestment-Grad...

Uncovering Opportunities in Noninvestment-Grade Credit

Uncovering Opportunities in Noninvestment-Grade...

Credit analysis can reveal value in bank loans, high yield bonds

By Paul Massaro & Michael Della Vedova

November 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / VIDEO

EM Untold Stories roundtable

A virtual panel of experts discusses the investment rationale for a strategic allocation...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / INVESTMENT INSIGHTS

Secular Forces Are Carving New Paths for...

Secular Forces Are Carving New Paths for Active Investing

Secular Forces Are Carving New Paths for...

The coronavirus has accelerated and redirected long-term trends

By Yoram Lustig & Michael Walsh

November 2020 / BLOG

Biden Focus on Regulation Could Have Broad...

Biden Focus on Regulation Could Have Broad Impact

Biden Focus on Regulation Could Have Broad...

Efforts to achieve environmental goals may be consequential

By Katie Deal

Katie Deal Associate Analyst

November 2020 / INVESTMENT INSIGHTS

Finding Alpha in an Increasingly Concentrated...

Finding Alpha in an Increasingly Concentrated Market

Finding Alpha in an Increasingly Concentrated...

The rules of the game in the large cap growth space have changed

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

November 2020 / INVESTMENT INSIGHTS

More Fallen Angels Ahead in Europe?

Downgrades have slowed, but indications are that the trend has further to run

By David Stanley & Michael Lambe

November 2020 / MARKETS & ECONOMY

Biden Win Might Bring Mixed Outlook for Invest...

Biden Win Might Bring Mixed Outlook for Investors

Additional fiscal stimulus likely, tax hikes uncertain.

By T. Rowe Price

T. Rowe Price

November 2020 / INVESTMENT INSIGHTS

The Eurozone’s Recovery Will Take a Break...

The Eurozone’s Recovery Will Take a Break This Winter

The Eurozone’s Recovery Will Take a Break...

The currency union faces four possible growth scenarios

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

November 2020 / INVESTMENT INSIGHTS

Navigating Fallen Angels in the Post-Coronavir...

Navigating Fallen Angels in the Post-Coronavirus Landscape

Navigating Fallen Angels in the Post-Coronavirus...

Uncertainty means investors should proceed with caution

By David Stanley & Steven Boothe

October 2020 / INVESTMENT INSIGHTS

What To Expect From China

Three main challenges to China’s future growth

By Chris Kushlis

Chris Kushlis Credit Analyst

October 2020 / VIDEO

Navigating Uncertain Markets in 2020

How T. Rowe Price analysts are still getting the answers they need

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

October 2020 / VIDEO

A Strategy for the Future

Introducing the T. Rowe Price Global Focused Growth Equity Strategy

By David J. Eiswert

David J. Eiswert Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

Flexibility Is Invaluable During Difficult...

Flexibility Is Invaluable During Difficult Period

Flexibility Is Invaluable During Difficult...

Riskier, less liquid securities can bring substantial benefits

By Ken Orchard

Ken Orchard Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: October Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2020 / INVESTMENT INSIGHTS

Why ESG Is Integral to Analysis of Mining...

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining...

Integrating ESG factors helps better understand long‑term sustainability.

By Willem Visser

Willem Visser Credit Analyst

October 2020 / INVESTMENT INSIGHTS

Finding Opportunities After the Rebound

Our portfolio managers see selective potential in a range of asset classes

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

October 2020 / BLOG

Federal Spending Could Be a Catalyst for...

Federal Spending Could Be a Catalyst for Industrials

Federal Spending Could Be a Catalyst for...

Sector is particularly sensitive to economic conditions

By Katie Deal

Katie Deal Associate Analyst

October 2020 / VIDEO

EMs are a Prime Target for Active Investors

Emerging markets have long been overlooked by investors who shied away from political,...

By Scott Berg & Benjamin Robins

October 2020 / VIDEO

Coronavirus, Growth and the Outlook for Techno...

Coronavirus, Growth and the Outlook for Technology

The pandemic has, in most cases, accelerated trends that were already in place in...

By Alan Tu

Alan Tu Portfolio Manager

October 2020 / VIDEO

EM Gives Silicon Valley a Run for its Money

With the onset of rapid mobile phone adoption and the triumph of the internet, emerging...

By Gonzalo Pángaro

Gonzalo Pángaro Portfolio Manager

October 2020 / MULTI-ASSET SOLUTIONS

Five Reasons Why Investors Should Now Consider...

Five Reasons Why Investors Should Now Consider Small-Caps

Five Reasons Why Investors Should Now Consider...

Attractive valuations and prospects for economic recovery support small-caps

By Yoram Lustig & Michael Walsh

October 2020 / VIDEO

EM at the Forefront of a Fintech Revolution

Fintech is finding a natural home in emerging markets where banking and insurance...

By Ernest Yeung & Gonzalo Pángaro

October 2020 / VIDEO

ESG Investing in EM Needs an Active Approach

There is a wide variance between different companies on their approach and consideration...

By Ernest Yeung & Gonzalo Pángaro

October 2020 / MARKET OUTLOOK

COVID-19 Has Transformed the US High Yield...

COVID-19 Has Transformed the US High Yield Opportunity Set

COVID-19 Has Transformed the US High Yield...

Downgrades and defaults have had a major impact on the asset class

By Kevin Loome & Gregor Dannacher

October 2020 / INVESTMENT INSIGHTS

Extracting US Alpha Outside the FAANG Phenomen...

Extracting US Alpha Outside the FAANG Phenomenon

Identifying innovation and growth beyond the tech giants

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

October 2020 / VIDEO

Digitalization of the Economy

The digitization of a wide range of industries and markets has accelerated during...

By Multiple Authors

October 2020 / INVESTMENT INSIGHTS

U.S. Presidential Election Adds to Uncertain...

U.S. Presidential Election Adds to Uncertain Environment

U.S. Presidential Election Adds to Uncertain...

Candidates offer divergent agendas that could impact markets

By T. Rowe Price

T. Rowe Price

Q3 2020 Show

September 2020 / INVESTMENT INSIGHTS

The Federal Reserve Crashes the Currency...

The Federal Reserve Crashes the Currency Party

The Federal Reserve Crashes the Currency...

Why the Federal Reserve actions could make the U.S. dollar weaker.

By Arif Husain, Andrew Keirle & Ken Orchard

September 2020 / INVESTMENT INSIGHTS

Sustainability Drives Success in a Post-Corona...

Sustainability Drives Success in a Post-Coronavirus World

Sustainability Drives Success in a Post-Coronaviru...

Find out more about why sustainability is an important indicator of a high-quality...

By Scott Berg

Scott Berg Portfolio Manager

September 2020 / BLOG

Federal Help Wanted: Municipalities Face...

Federal Help Wanted: Municipalities Face Fiscal Uncertainties

Federal Help Wanted: Municipalities Face...

U.S. election could impact ailing municipal budgets

By Katie Deal

Katie Deal Associate Analyst

September 2020 / INVESTMENT INSIGHTS

European Investment Grade: Can the Rally...

European Investment Grade: Can the Rally Last?

European Investment Grade: Can the Rally...

Technical support for the region’s bonds may diminish soon

By David Stanley

David Stanley Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Making Hard Choices in Extraordinary Times

Renewed equity market volatility highlights the need for portfolio breadth

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2020 / VIDEO

US High Yield Bond: What makes us different?

Some key competitive differentiators

By Kevin Loome

Kevin Loome Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: September Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

September 2020 / INVESTMENT INSIGHTS

Volatility in Technology Highlights Importance...

Volatility in Technology Highlights Importance of Selectivity

Volatility in Technology Highlights Importance...

We believe the sector’s long-term growth stories remain strong

By Alan Tu

Alan Tu Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Fed Moves to Average Inflation Targeting

New policy framework effectively prioritizes maximum employment

By Alan Levenson, Nikolaj Schmidt & Adam Marden

September 2020 / INVESTMENT INSIGHTS

US High Yield Bond – Introduction

A flexible approach that seeks to be a ‘fund for all seasons’

By Kevin Loome

Kevin Loome Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

By Arif Husain

Arif Husain Head of International Fixed Income

September 2020 / VIDEO

Taking ESG Management and Integration to...

Taking ESG Management and Integration to the Next Level

Taking ESG Management and Integration to...

Responsible Investor webinar replay

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

September 2020 / INVESTMENT INSIGHTS

A Potentially Attractive Entry Point for...

A Potentially Attractive Entry Point for U.S. Smaller Companies

A Potentially Attractive Entry Point for...

A long-term allocation to this dynamic market segment makes sense.

By Curt Organt

Curt Organt Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Betting on Secular Change Is Not Just for...

Betting on Secular Change Is Not Just for Growth Investors

Betting on Secular Change Is Not Just for...

Disruption creates risks and opportunities for value strategies

By Heather McPherson & John Linehan

August 2020 / INVESTMENT INSIGHTS

Rising Climate Change Risk Not Yet Factored...

Rising Climate Change Risk Not Yet Factored in by Markets

Rising Climate Change Risk Not Yet Factored...

Limited impact on near-term cash flows is masking longer-term risk.

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2020 / INVESTMENT INSIGHTS

Why the EU Recovery Fund is No Panacea

Public debt sustainability remains a key challenge

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

August 2020 / VIDEO

Introducing the Global High Income Bond Strate...

Introducing the Global High Income Bond Strategy

We believe that high yield is as relevant to asset allocators’ decision making now...

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

Emerging Markets Are Leading the Way in Fintec...

Emerging Markets Are Leading the Way in Fintech

Meeting the needs of a whole new customer base

By Charles Knudsen & Irmak Surenkok

August 2020 / INVESTMENT INSIGHTS

Investing Through the Pandemic

Managing a global equity strategy during the coronavirus crisis.

By Scott Berg

Scott Berg Portfolio Manager

August 2020 / VIDEO

Global High Income Bond: How we work

We believe that high yield is as relevant to asset allocators’ decision making now...

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

August 2020 / BLOG

Potential Winners and Losers from Biden's...

Potential Winners and Losers from Biden's Climate Plan

Potential Winners and Losers from Biden's...

Regulations would affect the energy sector and automotive industry

By Katie Deal

Katie Deal Associate Analyst

August 2020 / INVESTMENT INSIGHTS

Global High Yield Bonds Continue to Offer...

Global High Yield Bonds Continue to Offer Value

Global High Yield Bonds Continue to Offer...

Opportunities remain despite recent spread tightening

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: August Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2020 / INVESTMENT INSIGHTS

ESG Integration in Action

New case studies explaining how our investment professionals incorporate ESG factors...

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

July 2020 / INVESTMENT INSIGHTS

What Will the World Look Like In a Year?

Coronavirus has dramatically changed the way we live our lives in a very short space...

By Laurence Taylor

Laurence Taylor Portfolio Specialist

July 2020 / INVESTMENT INSIGHTS

COVID-19: What Now for Inflation and Globalisa...

COVID-19: What Now for Inflation and Globalisation?

COVID-19: What Now for Inflation and Globalisation...

The scramble for key health products in the wake of the pandemic has highlighted...

By Laurence Taylor

Laurence Taylor Portfolio Specialist

July 2020 / Investment Insights

Virus Control May Help Europe to Outperform...

Virus Control May Help Europe to Outperform the U.S.

Virus Control May Help Europe to Outperform...

Stricter lockdown measures could boost short-term performance

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

July 2020 / INVESTMENT INSIGHTS

Still constructive toward Asia ex-Japan

North Asia may be first to enter the post-coronavirus era

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

July 2020 / VIDEO

Why EM equities look attractive today

Our Asset Allocation Committee is overweight emerging markets stocks.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

“Deferred Growth” Companies Pose Intriguing...

“Deferred Growth” Companies Pose Intriguing Opportunities

“Deferred Growth” Companies Pose Intriguing...

Some strong firms may benefit from a delayed surge in demand.

By Nabil Hanano & James Stillwagon

July 2020 / INVESTMENT INSIGHTS

Paying for Defense

A deeper dive into defensive equity.

By T. Rowe Price

T. Rowe Price

July 2020 / VIDEO

Six Risks to the Coronavirus Recovery

We believe there are six key risks to the global economic recovery.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT INSIGHTS

Taking Stock of U.S. Equities Amid the Crisis

A closer look at diverging U.S. equity market and economic performance.

By Julian Cook & Eric Papesh

July 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: July Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

What’s driving Asia's booming consumption?

Positive tailwinds are changing EM for good.

By Chris Kushlis

Chris Kushlis Credit Analyst

July 2020 / POLICY INSIGHTS

The U.S. Dollar in 2020: Does the Buck Stop...

The U.S. Dollar in 2020: Does the Buck Stop Here?

The U.S. Dollar in 2020: Does the Buck Stop...

Four indicators of weakness could mean it is time to diversify

By Ken Orchard

Ken Orchard Portfolio Manager

July 2020 / VIDEO

Emerging Markets in the new decade

Why the future for EMs will be different from the past.

By Scott Berg & Andrew Keirle

July 2020 / INVESTMENT INSIGHTS

Countdown to Brexit: The Deadline for a Trade...

Countdown to Brexit: The Deadline for a Trade Deal Looms

Countdown to Brexit: The Deadline for a Trade...

Significant differences between the two sides remain

By Quentin Fitzsimmons & Tomasz Wieladek

July 2020 / INVESTMENT INSIGHTS

Getting the Most Out of Your U.S. Equity...

Getting the Most Out of Your U.S. Equity Allocation

Getting the Most Out of Your U.S. Equity...

A dynamic, diversified exposure could be the answer.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / POLICY INSIGHTS

Higher Tax Rates Expected in Biden Administrat...

Higher Tax Rates Expected in Biden Administration

Rise in corporate and personal taxes to finance domestic programs

By Katie Deal

Katie Deal Associate Analyst

July 2020 / INVESTMENT INSIGHTS

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT INSIGHTS

Seeking Upside Potential

Small-caps may offer better upside potential than value stocks

By Tim Murray

Tim Murray Capital Markets Analyst

July 2020 / VIDEO

Four Reasons Credit is Attractive Now

We see four reasons why the credit sector appears attractive in this environment.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / NOTES FROM THE ROAD

Vietnam Shows a Way Through the Coronavirus...

Vietnam Shows a Way Through the Coronavirus Crisis

Vietnam Shows a Way Through the Coronavirus...

Frontier country positioned well by effective containment

By Oliver Bell & Leigh Innes

July 2020 / INVESTMENT INSIGHTS

Rising Tension Between U.S. and China Elevates...

Rising Tension Between U.S. and China Elevates Trading Issues

Rising Tension Between U.S. and China Elevates...

U.S. measures could increase oversight of Chinese companies

By Chris Kushlis, Eric Veiel & Katie Deal

July 2020 / VIDEO

Volatility + Uncertainty – What Next for...

Volatility + Uncertainty – What Next for Equities and Bonds?

Volatility + Uncertainty – What Next for...

With a period of volatility going forwards, how do we expect equity and bond markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Three Tips For a Recession?

Discover Yoram's top three tips to help investors remain calm amid current market...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

What To Watch in Unchartered Territory

What can investors expect in coming months and what should we watch in the markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility: Is the Worst Behind Us?

After March’s spike in volatility, what can we expect market reactions to be long-term?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2019 / Investment Viewpoint

Countdown to Brexit

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

February 2019 / video

Positive Signs for 2019

By Laurence Taylor

Laurence Taylor Portfolio Specialist

October 2018 / Policy Insights

Fixed Income: The Domino Effect

By Stephane Fertat

Stephane Fertat Portfolio Specialist

October 2018 / blog

Four Questions on the Outlook for European...

Four Questions on the Outlook for European High Yield

Mike Della Vedova addresses four frequently asked questions about the prospects for...

By Michael Della Vedova

Michael Della Vedova Portfolio Manager