• All Asset Classes
  • Equity
  • Fixed Income
  • Multi-Asset
  • All Regions
  • Global
  • Europe
  • Asia Pacific
  • Emerging Mkts
  • US
This Quarter (Q3 2022) Hide

August 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2022 / INVESTMENT INSIGHTS

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped...

This dynamic part of the global equity market remains significantly neglected

By Johannes Loefstrand

Johannes Loefstrand Portfolio Manager, T. Rowe Price Frontier Markets Equity Strategy

August 2022 / INVESTMENT INSIGHTS

Why Active Duration Management Matters

Why Active Duration Management Matters

Why Active Duration Management Matters

As market dynamics twist and turn, a flexible approach delivers results

By Arif Husain

Arif Husain Head of International Fixed Income

July 2022 / VIDEO

The Case for Dynamic Global Bond

The Case for Dynamic Global Bond

The Case for Dynamic Global Bond

Watch as Portfolio Specialist Amanda Stitt discusses why investors should consider...

By Amanda Stitt

Amanda Stitt Portfolio Specialist, Fixed Income

July 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2022 / ASSET ALLOCATION VIEWPOINT

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Despite the recent rout, tech stocks are still not cheap

By Tim Murray

Tim Murray Capital Markets Analyst

July 2022 / INVESTMENT INSIGHTS

Why There’s More To China Than Just Big Tech

Why There’s More To China Than Just Big Tech

Why There’s More To China Than Just Big Tech

Mainstream indices are a poor reference point for investors in China

By Robert Secker

Robert Secker Portfolio Specialist

July 2022 / INVESTMENT INSIGHTS

New Dynamics Demand Fresh Thinking

New Dynamics Demand Fresh Thinking

New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently

By Arif Husain

Arif Husain Head of International Fixed Income

Previous Quarter (Q2 2022) Hide

June 2022 / INVESTMENT INSIGHTS

Winning by Not Losing: Building Portfolios for a More Challenging World

Winning by Not Losing: Building Portfolios for a More Challenging World

Winning by Not Losing: Building Portfolios...

Generating positive returns in tougher conditions requires new thinking

By Multiple Authors

By Multiple Authors

June 2022 / INVESTMENT INSIGHTS

Evaluating ESG Bonds—What’s Behind the Label?

Evaluating ESG Bonds—What’s Behind the Label?

Evaluating ESG Bonds—What’s Behind the Label?

Greenwashing risks underpin importance of assessing an ESG bond’s credentials

By Matt Lawton

Matt Lawton Portfolio Manager

June 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: June Insights

Global Asset Allocation: June Insights

Global Asset Allocation: June Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2022 / INVESTMENT INSIGHTS

The Old Continent Is Now the New World

The Old Continent Is Now the New World

The Old Continent Is Now the New World

How an ESG revolution is transforming European investment opportunities

By Tobias Mueller

Tobias Mueller Portfolio Manager

June 2022 / MARKET OUTLOOK

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Embracing uncertainty and inefficiencies to focus on future drivers of growth

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2022 / VIDEO

2022 Midyear Market Outlook summary

2022 Midyear Market Outlook summary

2022 Midyear Market Outlook summary

The pandemic has left economic scars, fueling inflationary pressures not seen in...

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

June 2022 / MARKET OUTLOOK

Flexible Fixed Income

Flexible Fixed Income

Flexible Fixed Income

Bonds struggled to diversify against equity risk in the first half of the year, so...

By Arif Husain, Justin Thomson & Sebastien Page

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / MARKET OUTLOOK

Fundamentals Matter

Fundamentals Matter

Fundamentals Matter

With earnings growth likely to decelerate and interest rates rising, what opportunities...

By Arif Husain, Justin Thomson & Sebastien Page

By Arif Husain, Justin Thomson & Sebastien Page

June 2022 / INVESTMENT INSIGHTS

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the...

We focus on firms that we believe have years of strong growth potential ahead

By Alan Tu

Alan Tu Portfolio Manager

June 2022 / INVESTMENT INSIGHTS

A Flexible Bond Approach to Help Navigate Volatile Markets

A Flexible Bond Approach to Help Navigate Volatile Markets

A Flexible Bond Approach to Help Navigate...

How the T. Rowe Price Funds SICAV–Dynamic Global Bond Fund¹ may help during this...

By Arif Husain

Arif Husain Head of International Fixed Income

June 2022 / INVESTMENT INSIGHTS

The Case for China Remains Strong

The Case for China Remains Strong

The Case for China Remains Strong

A more complex environment does not necessarily mean a less rewarding one

By Justin Thomson

Justin Thomson Head of International Equity

June 2022 / VIDEO

What Lies Ahead for Emerging Markets?

What Lies Ahead for Emerging Markets?

What Lies Ahead for Emerging Markets?

Emerging markets face a mixed outlook: While Asia’s prospects look favourable, other...

By Chris Kushlis

Chris Kushlis Credit Analyst

May 2022 / VIDEO

Global Value Equity Strategy – Introduction

Global Value Equity Strategy – Introduction

Global Value Equity Strategy – Introduction

Introduction and differentiators of the Global Value Equity Strategy

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

May 2022 / INVESTMENT INSIGHTS

Keeping a Steady Hand in Uncertain Times

Keeping a Steady Hand in Uncertain Times

Keeping a Steady Hand in Uncertain Times

Volatility has not shaken our focus on long-term fundamentals

By Paul Greene

Paul Greene Portfolio Manager

May 2022 / INVESTMENT INSIGHTS

The Road to Net Zero

The Road to Net Zero

The Road to Net Zero

How the world is moving forward on emissions reduction

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

May 2022 / GLOBAL ASSET ALLOCATION

Global Asset Allocation: May Insights

Global Asset Allocation: May Insights

Global Asset Allocation: May Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2022 / INVESTMENT INSIGHTS

Five Factors Why 2022 Bond Rout May Reverse

Five Factors Why 2022 Bond Rout May Reverse

Five Factors Why 2022 Bond Rout May Reverse

Global fixed income investors have not endured a rout like this since official data...

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

May 2022 / MARKETS & ECONOMY

Emerging Economies and Their Race to Net Zero

Emerging Economies and Their Race to Net Zero

Emerging Economies and Their Race to Net...

Curbing carbon pollution has become a global imperative. What’s in it for emerging...

By Michael Ganske

Michael Ganske Portfolio Specialist

April 2022 / INVESTMENT INSIGHTS

Q&A With Justin Thomson

Q&A With Justin Thomson

Q&A With Justin Thomson

T. Rowe Price’s CIO for International Equities

By Justin Thomson

Justin Thomson Head of International Equity

April 2022 / MULTI-ASSET STRATEGY

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

History suggests it may not be imminent, however

By Multiple Authors

By Multiple Authors

April 2022 / SEARCH FOR YIELD

Balancing Yield With Portfolio Stability

Balancing Yield With Portfolio Stability

Balancing Yield With Portfolio Stability

Understanding an asset’s growth and defensive qualities is key

By Michael Walsh

Michael Walsh Solutions Strategist

April 2022 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2022 / ASSET ALLOCATION VIEWPOINT

Economic Risks Are Rising

Economic Risks Are Rising

Economic Risks Are Rising

High inflation and economic weakness could stifle global economy.

By Tim Murray

Tim Murray Capital Markets Analyst

April 2022 / INVESTMENT INSIGHTS

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent

By Ken Orchard

Ken Orchard Portfolio Manager

Q1 2022 Show

March 2022 / INVESTMENT INSIGHTS

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager

March 2022 / VIDEO

How We’re Positioned Against Heightened Market Risks

How We’re Positioned Against Heightened Market Risks

How We’re Positioned Against Heightened Market...

Russia’s invasion of Ukraine has heightened market risk following an already volatile...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

March 2022 / INVESTMENT INSIGHTS

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s...

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / MARKET OUTLOOK

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

March 2022 / ASSET ALLOCATION VIEWPOINT

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growing economic uncertainty could mean a bumpy road ahead.

By Tim Murray

Tim Murray Capital Markets Analyst

March 2022 / VIDEO

Russia-Ukraine Crisis – Investment Implications

Russia-Ukraine Crisis – Investment Implications

Russia-Ukraine Crisis – Investment Implications

Webinar Replay with Arif Husain, Head of International Fixed Income and CIO

By Multiple Authors

By Multiple Authors

February 2022 / VIDEO

The Case for China and Investing in Chinese Securities

The Case for China and Investing in Chinese Securities

The Case for China and Investing in Chinese...

Rob Sharps' Macro Outlook discussing opportunities in China.

By Robert W. Sharps

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

February 2022 / MARKETS & ECONOMY

There Will Be Turbulence

There Will Be Turbulence

There Will Be Turbulence

Why this Fed hiking cycle looks different

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

11 February 2022 / MARKET OUTLOOK

Global Asset Allocation: February Insights

Global Asset Allocation: February Insights

Global Asset Allocation: February Insights

Discover the latest global market themes.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2022 / INVESTMENT INSIGHTS

Focused on Fundamentals in an Unsettled Market

Focused on Fundamentals in an Unsettled Market

Focused on Fundamentals in an Unsettled Market

Discerning the durable from the temporary is key to our process.

By Paul Greene

Paul Greene Portfolio Manager

February 2022 / INVESTMENT INSIGHTS

Unlocking Impact Outside of ESG-Labeled Debt

Unlocking Impact Outside of ESG-Labeled Debt

Unlocking Impact Outside of ESG-Labeled Debt

Driving real change means investors should look beyond the label.

By Matt Lawton

Matt Lawton Portfolio Manager

February 2022 / INVESTMENT INSIGHTS

Why Impact Investing Needs Public Debt Markets

Why Impact Investing Needs Public Debt Markets

Why Impact Investing Needs Public Debt Markets

Their size and diversified nature can foster long-term change

By Matt Lawton

Matt Lawton Portfolio Manager

January 2022 / BLOG

In With a Whimper, Out With a Bang

In With a Whimper, Out With a Bang

In With a Whimper, Out With a Bang

The investment story of 2022 will be tactical bear, structural bull

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

January 2022 / VIDEO

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift...

Omicron is significant, but it’s likely to move on swiftly without a large drag on...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

January 2022 / WEBINAR

Innovation and Capital Markets Considerations

Innovation and Capital Markets Considerations

Innovation and Capital Markets Considerations

China’s investment landscape is constantly evolving and relatively inefficient

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

Q4 2021 Show

December 2021 / VIDEO

Key Takeaways from GMO 2022

Key Takeaways from GMO 2022

Key Takeaways from GMO 2022

Global Market Outlook Summary Video

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

December 2021 / MARKETS & ECONOMY

The Great Inflation Debate

The Great Inflation Debate

The Great Inflation Debate

Have we entered a new era?

By Justin Thomson

Justin Thomson Head of International Equity

December 2021 / WEBINAR

2022 Global Market Outlook Webinar

2022 Global Market Outlook Webinar

2022 Global Market Outlook Webinar

Hear directly from our investment leaders as they discuss four top investment themes...

By Multiple Authors

By Multiple Authors

December 2021 / FIXED INCOME

Credit Investing Roadmap for 2022

Credit Investing Roadmap for 2022

Credit Investing Roadmap for 2022

Navigating the credit cycle and the road ahead

By Justin Gerbereux

Justin Gerbereux Global Head of Credit Research

December 2021 / GLOBAL MARKET OUTLOOK

China Market Outlook 2022

China Market Outlook 2022

China Market Outlook 2022

Attractive opportunities amid China’s fast-changing environment.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Portfolio

December 2021 / GLOBAL MARKET OUTLOOK

Asia ex‑Japan 2022 Market Outlook

Asia ex‑Japan 2022 Market Outlook

Asia ex‑Japan 2022 Market Outlook

Risk/reward looks attractive for Asia ex‑Japan equities.

By Anh Lu

Anh Lu Portfolio Manager

December 2021 / VIDEO

Global Equities: Thoughts from a Value Investor

Global Equities: Thoughts from a Value Investor

Global Equities: Thoughts from a Value Investor

Where are the value opportunities today and how will the environment evolve in 2022?

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

December 2021 / FIXED INCOME

'Shoulda, woulda, coulda'

'Shoulda, woulda, coulda'

'Shoulda, woulda, coulda'

Looking back on 33 years in fixed income at T. Rowe Price, what would I do differently?

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

December 2021 / GLOBAL MARKET OUTLOOK

2022 Outlook—Prospects for Japan Look Bright

2022 Outlook—Prospects for Japan Look Bright

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2021 / VIDEO

COP26 - Outcomes, Agreements and Investment Implications

COP26 - Outcomes, Agreements and Investment Implications

COP26 - Outcomes, Agreements and Investment...

With the COP26 Conference in Glasgow now concluded, we look at the key outcomes and...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

November 2021 / FIXED INCOME

Three Great Careers

Three Great Careers

Three Great Careers

Fixed income veterans at T. Rowe Price look back after 30 years in the business

By T. Rowe Price

T. Rowe Price

November 2021 / FIXED INCOME

Believe in the People

Believe in the People

Believe in the People

Fixed income veterans at T. Rowe Price look back after 30 years in the business

By T. Rowe Price

T. Rowe Price

November 2021 / INVESTMENT INSIGHTS

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep...

Heightened volatility reflects a changed reality.

By Multiple Authors

By Multiple Authors

November 2021 / MULTI-ASSET STRATEGY

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

A practical guide on which investment approach may best suit you.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

November 2021 / MARKET OUTLOOK

Growth Delayed but Not Derailed

Growth Delayed but Not Derailed

Growth Delayed but Not Derailed

Opportunities still lie ahead for firms and investors

By Robert W. Sharps

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

November 2021 / INVESTMENT INSIGHTS

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

How differences are creating opportunities in fixed income

By Multiple Authors

By Multiple Authors

November 2021 / MARKET OUTLOOK

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

How ESG Helps Make Us Better Value Investors

Advantages of incorporating ESG factors into company analysis

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

November 2021 / INVESTMENT INSIGHTS

The Inside Story: Two EM Consumer Ideas

The Inside Story: Two EM Consumer Ideas

The Inside Story: Two EM Consumer Ideas

A look behind the scenes at key ideas in the Emerging Market Corporate Bond portfolio

By Siby Thomas

Siby Thomas Portfolio Manager

October 2021 / BLOG

Volatility Looms as Support Is Withdrawn

Volatility Looms as Support Is Withdrawn

Volatility Looms as Support Is Withdrawn

The supportive business cycle will likely provide opportunities, however

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2021 / INVESTMENT INSIGHTS

Confronting the Challenges of Persistent Transitory Inflation

Confronting the Challenges of Persistent Transitory Inflation

Confronting the Challenges of Persistent...

How to position against potential inflation risks in fixed income.

By Multiple Authors

By Multiple Authors

October 2021 / INVESTMENT INSIGHTS

The Inside Story: Two Emerging TMT Ideas

The Inside Story: Two Emerging TMT Ideas

The Inside Story: Two Emerging TMT Ideas

Why we like an African mobile telecom tower operator and Brazil's leading TV programmer....

By Siby Thomas

Siby Thomas Portfolio Manager

Q3 2021 Show

September 2021 / VIDEO

The Three Drivers of Innovation in Biotech Stocks

The Three Drivers of Innovation in Biotech Stocks

The Three Drivers of Innovation in Biotech...

Innovation in the biotech industry is creating investment opportunities in stocks...

By John Hall

John Hall Investment Analyst

September 2021 / INVESTMENT INSIGHTS

China – Too Big to Ignore?

China – Too Big to Ignore?

China – Too Big to Ignore?

China’s development is recognised as one of the most important shifts in the global...

By Irmak Surenkok & Robert Secker

By Irmak Surenkok & Robert Secker

September 2021 / VIDEO

China Evolution Strategy - Market Outlook

China Evolution Strategy - Market Outlook

China Evolution Strategy - Market Outlook

Wenli discusses market dynamics in China and where he sees opportunities

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

September 2021 / VIDEO

China Evolution Strategy - Introduction

China Evolution Strategy - Introduction

China Evolution Strategy - Introduction

Join Wenli as he shares his philosophy behind the China Evolution Equity strategy

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

August 2021 / INVESTMENT INSIGHTS

ETFs in EM Local Currency Debt: Do they work?

ETFs in EM Local Currency Debt: Do they work?

ETFs in EM Local Currency Debt: Do they work?

A brief look at the performance of exchange traded funds in EM local currency sovereign...

By Michael Ganske

Michael Ganske Portfolio Specialist

August 2021 / MARKET OUTLOOK

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2021 / INVESTMENT INSIGHTS

The Inside Story: Tale of Two Energy Utilities

The Inside Story: Tale of Two Energy Utilities

The Inside Story: Tale of Two Energy Utilities

A look behind the scenes at key ideas in the Emerging Market Corporate Bond portfolio

By Siby Thomas

Siby Thomas Portfolio Manager

August 2021 / ASSET ALLOCATION VIEWPOINT

Sticking With Value

Sticking With Value

Sticking With Value

Despite strong fundamentals, growth stock valuations are extreme

By Tim Murray

Tim Murray Capital Markets Analyst

August 2021 / MARKETS & ECONOMY

China Regulation—Opportunity May Lie in the Midst of Stock Sell-Off

China Regulation—Opportunity May Lie in the Midst of Stock Sell-Off

China Regulation—Opportunity May Lie in the...

We are assessing potential winners and losers amid new regulations in the education...

By Multiple Authors

By Multiple Authors

July 2021 / INVESTMENT INSIGHTS

How ESG Considerations are Reshaping Central Bank Mandates

How ESG Considerations are Reshaping Central Bank Mandates

How ESG Considerations are Reshaping Central...

Moving toward integrating social and environmental issues

By Multiple Authors

By Multiple Authors

July 2021 / VIDEO

U.S. High Yield Bond Fund YTD to 30 April 2021

U.S. High Yield Bond Fund YTD to 30 April 2021

U.S. High Yield Bond Fund YTD to 30 April...

The flexibility and concentration of our portfolio enabled us to take advantage of...

By Gregor Dannacher

Gregor Dannacher Global Fixed Income Portfolio Specialist

July 2021 / MARKETS & ECONOMY

Into Choppier Waters

Into Choppier Waters

Into Choppier Waters

The serenity of equity markets is deceptive

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2021 / INVESTMENT INSIGHTS

Why This “Value” Recovery May Have Only Just Begun

Why This “Value” Recovery May Have Only Just Begun

Why This “Value” Recovery May Have Only Just...

Economic recovery and earnings momentum set to sustain the rotation back to value

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

July 2021 / INVESTMENT INSIGHTS

A Moderating Outlook for Equities

A Moderating Outlook for Equities

A Moderating Outlook for Equities

Stock returns may be subdued, as key performance drivers peak

By Tim Murray

Tim Murray Capital Markets Analyst

July 2021 / MARKET OUTLOOK

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2021 / INVESTMENT INSIGHTS

How to harness the emerging market ‘triple premium’

How to harness the emerging market ‘triple premium’

How to harness the emerging market ‘triple...

Compelling reasons why investors should consider a strategic allocation to emerging...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

Q2 2021 Show

June 2021 / MARKETS & ECONOMY

The Eurozone Faces an Inflation Roller Coaster

The Eurozone Faces an Inflation Roller Coaster

The Eurozone Faces an Inflation Roller Coaster

Prices will likely slow next year—before picking up again

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

June 2021 / INVESTMENT INSIGHTS

Constructing a Chinese Equities Portfolio

Constructing a Chinese Equities Portfolio

Constructing a Chinese Equities Portfolio

Seek to exploit market inefficiencies and extract value from the investment universe

By Irmak Surenkok

Irmak Surenkok Portfolio Specialist

June 2021 / MARKET OUTLOOK

Gains Still to Be Found in Chinese Equities

Gains Still to Be Found in Chinese Equities

Gains Still to Be Found in Chinese Equities

Corporate earnings will likely be the focus after a post-pandemic recovery

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

Understanding the required foundation to build, manage, and measure an impact portfolio

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy