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This Quarter (Q2 2024) Hide

May 2024 / INVESTMENT INSIGHTS

Let’s get real (about interest rates)

Let’s get real (about interest rates)

Let’s get real (about interest rates)

Higher real rates in the coming years might favor value stocks

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

April 2024 / VIDEO

Key takeaways from meeting more than 50 technology companies

By Dom Rizzo

Dom Rizzo Portfolio Manager

April 2024 / INVESTMENT INSIGHTS

Adding emerging market debt exposure? Look to local bonds.

Adding emerging market debt exposure? Look to local bonds.

Adding emerging market debt exposure? Look...

Five reasons to add emerging market debt to a bond portfolio

By Arif Husain

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income

April 2024 / INVESTMENT INSIGHTS

With rising headwinds, uncover the power of quality credit research

With rising headwinds, uncover the power of quality credit research

With rising headwinds, uncover the power...

Corporate bonds offer attractive income, but security selection is imperative amid...

By Justin Gerbereux

Justin Gerbereux Head of Global Fixed Income Research

Previous Quarter (Q1 2024) Hide

March 2024 / INVESTMENT INSIGHTS

InspiredTalk: The Tipping Point

InspiredTalk: The Tipping Point

InspiredTalk: The Tipping Point

By Multiple Authors

By Multiple Authors

March 2024 / INVESTMENT INSIGHTS

Current market inflation expectations are ridiculous

Current market inflation expectations are ridiculous

Current market inflation expectations are...

I think core inflation will reaccelerate after falling to around 2%.

By Arif Husain

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income

March 2024 / INVESTMENT INSIGHTS

China’s National People’s Congress: Key points

China’s National People’s Congress: Key points

China’s National People’s Congress: Key points

NPC announcements in line with expectations.

By Robert Secker

Robert Secker Portfolio Specialist, Equity Investment Specialists

February 2024 / VIDEO

The Fed Has Pivoted. What’s Next?

The Fed Has Pivoted. What’s Next?

The Fed Has Pivoted. What’s Next?

With cooling expectations, investors wonder when and how far U.S. rates will fall...

By Tim Murray

Tim Murray Capital Markets Analyst

January 2024 / VIDEO

2024 Global Market Outlook Summary video with Ritu Vohora

2024 Global Market Outlook Summary video with Ritu Vohora

2024 Global Market Outlook Summary video...

What are the key investing themes heading into 2024? Capital markets specialist Ritu...

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

Q4 2023 Show

December 2023 / INVESTMENT INSIGHTS

China: Time to revisit an unloved asset class

China: Time to revisit an unloved asset class

China: Time to revisit an unloved asset class

An economy that is in transition.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

November 2023 / INVESTMENT INSIGHTS

Avoiding false signals in wait for peak U.S. Treasury yields

Avoiding false signals in wait for peak U.S. Treasury yields

Avoiding false signals in wait for peak U.S....

A framework can be useful for evaluating whether U.S. Treasury yields have peaked

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

October 2023 / INVESTMENT INSIGHTS

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure...

A flood of new global sovereign debt will affect market dynamics.

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

Q3 2023 Show

September 2023 / INVESTMENT INSIGHTS

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance...

Driving deliberate innovation with artificial intelligence tools to boost human decision-m...

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

September 2023 / INVESTMENT INSIGHTS

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The consensus view shift toward a mild downturn looks misplaced.

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

August 2023 / VIDEO

A new era of Gulf aid: potential winners and losers

A new era of Gulf aid: potential winners and losers

A new era of Gulf aid: potential winners...

A new era of Gulf aid could emerge—which countries could potentially benefit, and...

August 2023 / INVESTMENT INSIGHTS

The Four U.S. Treasury Yield Phases of a Fed Tightening Cycle

The Four U.S. Treasury Yield Phases of a Fed Tightening Cycle

The Four U.S. Treasury Yield Phases of a...

Portfolio managers collaborate to help shape duration positioning.

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

July 2023 / INVESTMENT INSIGHTS

Lessons from the Global Financial Crisis have left a stronger banking sector in Europe,...

By Rob Thomas

Rob Thomas Global credit analyst in the Fixed Income Division at T. Rowe Price.

July 2023 / INVESTMENT INSIGHTS

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy...

Hawkish stances risk overtightening and causing recession

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

Q2 2023 Show

June 2023 / INVESTMENT INSIGHTS

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds

Opportunities to generate value amid volatility.

By Michael Della Vedova

Michael Della Vedova Co‑portfolio Manager, Global High Income Bond Strategy

May 2023 / INVESTMENT INSIGHTS

China Investing: What Comes Next?

China Investing: What Comes Next?

China Investing: What Comes Next?

A three-stage recovery is underway

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

May 2023 / INVESTMENT INSIGHTS

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned...

Many businesses in the health care sector can consistently grow revenue and earnings,...

By Mitchell Unger

Mitchell Unger Credit Analyst, Health Care Sector

April 2023 / INVESTMENT INSIGHTS

Labor Market Resilience Suggests Recession is Not Imminent

Labor Market Resilience Suggests Recession is Not Imminent

Labor Market Resilience Suggests Recession...

Growth accelerated in late 2022, and data released so far in 2023 solidify the case...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

Q1 2023 Show

March 2023 / INVESTMENT INSIGHTS

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Ongoing war continues to reverberate through the economy and energy markets.

By Razan Nasser & Peter Botoucharov

By Razan Nasser & Peter Botoucharov

January 2023 / INVESTMENT INSIGHTS

Deglobalization in a Connected World

Deglobalization in a Connected World

Deglobalization in a Connected World

We are seeing a shift in the global economy that could shape the investment landscape...

By Sébastien Page & Justin Thomson

By Sébastien Page & Justin Thomson

January 2023 / INVESTMENT INSIGHTS

Leaning Against the Wind

Leaning Against the Wind

Leaning Against the Wind

In the face of challenging headwinds, a careful contrarian approach could offer potential...

By Sébastien Page & Justin Thomson

By Sébastien Page & Justin Thomson

January 2023 / INVESTMENT INSIGHTS

The Return of Yield

The Return of Yield

The Return of Yield

Yields are appealing in select markets and buying opportunities exist, but investors...

By Sébastien Page & Justin Thomson

By Sébastien Page & Justin Thomson

January 2023 / INVESTMENT INSIGHTS

An Economic Balancing Act

An Economic Balancing Act

An Economic Balancing Act

Aggressive rate hikes are slowing economic growth. But a deep downturn across the...

By Sébastien Page & Justin Thomson

By Sébastien Page & Justin Thomson

December 2022 / INVESTMENT INSIGHTS

2023 Inflation Outlook

2023 Inflation Outlook

2023 Inflation Outlook

Interest rate cut is unlikely if inflation settles above Fed’s target.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

December 2022 / INVESTMENT INSIGHTS

Asia ex-Japan 2023 Market Outlook

Asia ex-Japan 2023 Market Outlook

Asia ex-Japan 2023 Market Outlook

Patiently Building Long-Term Positions

By Anh Lu

Anh Lu Portfolio Manager, Asia ex-Japan Equity Strategy

December 2022 / INVESTMENT INSIGHTS

China Market Outlook 2023

China Market Outlook 2023

China Market Outlook 2023

“What should be” versus “What is likely to happen”

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

November 2022 / INVESTMENT INSIGHTS

How Fixed Income May Help Navigate Evolving Markets

How Fixed Income May Help Navigate Evolving Markets

How Fixed Income May Help Navigate Evolving...

Five flexible bond opportunities to help lead clients through new market realities

October 2022 / INVESTMENT INSIGHTS

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment...

Four factors set to drive a boom in capital expenditure

By Ernest Yeung

Ernest Yeung Portfolio Manager, Emerging, Markets Discovery Equity Strategy

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