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This Quarter (Q3 2021) Hide

September 2021 / MARKETS & ECONOMY

Why fluctuating asset prices need not cause alarm

August 2021 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

August 2021 / MULTI-ASSET SOLUTIONS

Inflation and central banks dominate markets, outweigh new coronavirus variants.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

August 2021 / INVESTMENT INSIGHTS

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 / INVESTMENT INSIGHTS

How 2021 Is Shaping as an Epic Year for Climat...

How 2021 Is Shaping as an Epic Year for Climate Regulation

How 2021 Is Shaping as an Epic Year for Climate...

Momentum on emissions targets builds ahead of COP26 conference

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2021 / MARKETS & ECONOMY

China Regulation—Opportunity May Lie in the...

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

Quarterly Thought Leadership Publication

By T. Rowe Price

T. Rowe Price

July 2021 / INVESTMENT INSIGHTS

How ESG Considerations are Reshaping Central...

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 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

July 2021 / INVESTMENT INSIGHTS

Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

Speculation is extraordinary, but so is potential

By Robert W. Sharps

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

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...

Why This “Value” Recovery May Have Only Just Begun

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

Economic recovery and earnings momentum should be set to sustain the rotation back...

By Sebastien Mallet

Sebastien Mallet 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

Previous Quarter (Q2 2021) Hide

June 2021 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

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 / INVESTMENT INSIGHTS

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

Surging Home Prices May Lead to Rate Hikes

Surging Home Prices May Lead to Rate Hikes

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 / MARKET OUTLOOK

Citywire interview - Watch out for those...

Citywire interview - Watch out for those smaller Chinese stocks

Citywire interview - Watch out for those smaller Chinese stocks

PM Wenli Zheng is focused on alpha generation through the process of value creation...

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

May 2021 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

May 2021 / MIDYEAR MARKET OUTLOOK

China 2021 Market Update

China 2021 Market Update

China 2021 Market Update

On a steady path to normalization.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

May 2021 / VIDEO

What Does Our Underweight to Stocks Really...

What Does Our Underweight to Stocks Really Mean?

What Does Our Underweight to Stocks Really Mean?

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

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

May 2021 / INVESTMENT INSIGHTS

What’s Next for Value Stocks

What’s Next for Value Stocks

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

April 2021 / INVESTMENT INSIGHTS

Impact Investing: Why It Matters Now More...

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change.

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

April 2021 / INVESTMENT INSIGHTS

Quarterly Thought Leadership Publication

By T. Rowe Price

T. Rowe Price

April 2021 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

April 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Opportunities presented by public policy in the Biden era

By Katie Deal

Katie Deal Investment Analyst

April 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Stability on the Surface,...

PULSe Indicator: Stability on the Surface, Currents Underneath

PULSe Indicator: Stability on the Surface,...

Vaccination rollout/lockdowns lower pandemic risk. Liquidity is becoming a concern.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

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

An unusual rebound may provide opportunities even as rates rise

By Robert W. Sharps

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

Q1 2021 Show

March 2021 / INVESTMENT INSIGHTS

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

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

By Ken Orchard & Steven Boothe

By Ken Orchard & Steven Boothe

March 2021 / VIDEO

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

March 2021 / INVESTMENT INSIGHTS

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

By Sheldon Chan

Sheldon Chan Portfolio Manager

March 2021 / INVESTMENT INSIGHTS

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

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / INVESTMENT INSIGHTS

China’s Economy: Recovery and Rebalancing

China’s Economy: Recovery and Rebalancing

China’s Economy: Recovery and Rebalancing

Emerging from the pandemic, an encouraging pathway for China’s economy

By Chris Kushlis

Chris Kushlis Credit Analyst

March 2021 / INVESTMENT INSIGHTS

It seems happy to let financial market conditions tighten.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / INVESTMENT INSIGHTS

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

By Alan Tu, James Stillwagon & Anthony Wang

By Alan Tu, James Stillwagon & Anthony Wang

March 2021 / INVESTMENT INSIGHTS

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

By Donna Anderson

Donna Anderson Head of Corporate Governance

February 2021 / INVESTMENT INSIGHTS

How higher oil prices could impact inflation and the asset class

By Multiple Authors

By Multiple Authors

February 2021 / INVESTMENT INSIGHTS

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

By David J. Eiswert

David J. Eiswert Portfolio Manager

February 2021 / INVESTMENT INSIGHTS

Typically this leads Liquidity and Sentiment factors, which may trend higher.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

January 2021 / INVESTMENT INSIGHTS

Quarterly Thought Leadership Publication

By T. Rowe Price

T. Rowe Price

January 2021 / INVESTMENT INSIGHTS

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

By Scott Berg

Scott Berg Portfolio Manager

January 2021 / INVESTMENT INSIGHTS

Value-growth divergence may be peaking.

By Ernest Yeung

Ernest Yeung Portfolio Manager

January 2021 / INVESTMENT INSIGHTS

Bond investors could face more challenging markets in 2021.

By Mark Vaselkiv & David Giroux

By Mark Vaselkiv & David Giroux

January 2021 / MULTI-ASSET OUTLOOK

A winding path back

By T. Rowe Price

T. Rowe Price

January 2021 / VIDEO

Introducing the T. Rowe Price Global Focused Growth Equity Strategy

By David J. Eiswert

David J. Eiswert Portfolio Manager

January 2021 / VIDEO

Introduction to the Global Focused Growth Equity Strategy with Dave Eiswert

By David J. Eiswert

David J. Eiswert Portfolio Manager

January 2021 / VIDEO

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

January 2021 / MARKET OUTLOOK

An attractive option for income seekers

By Michael Della Vedova & Stephen Marsh

By Michael Della Vedova & Stephen Marsh

2020 Show

March 2020 / INVESTMENT INSIGHTS

Seeking promising value, including fallen angels, in phase three

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

March 2020 / VIDEO

By Robert W. Sharps

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

March 2020 / INVESTMENT INSIGHTS

Impact of Fed’s Emergency Rate Cut Remains Unclear

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

March 2020 / INVESTMENT INSIGHTS

Volatility may provide longer-term investors with opportunities.

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

Q4 2020 Show

December 2020 / MARKET OUTLOOK

Four reasons to be bullish about the Japan investment outlook.

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2020 / MARKET OUTLOOK

Improving fundamentals are likely to be sustained.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2020 / MARKET OUTLOOK

High quality growth businesses on reasonable multiples.

By Anh Lu

Anh Lu Portfolio Manager

December 2020 / GLOBAL MARKET OUTLOOK

New vaccines could accelerate recovery, boost cyclical sectors

By David Giroux, Justin Thomson & Mark Vaselkiv

By David Giroux, Justin Thomson & Mark Vaselkiv

December 2020 / VIDEO

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

November 2020 / VIDEO

David Eiswert, Portfolio Manager of Global Focused Growth Equity Strategy, shared...

By David J. Eiswert

David J. Eiswert Portfolio Manager

November 2020 / VIDEO

David Eiswert, Portfolio Manager of Global Focused Growth Equity Strategy, shared...

By David J. Eiswert

David J. Eiswert Portfolio Manager

November 2020 / VIDEO

David Eiswert, Portfolio Manager of Global Focused Growth Equity Strategy, shared...

By David J. Eiswert

David J. Eiswert Portfolio Manager

November 2020 / INVESTMENT INSIGHTS

Efforts to achieve environmental goals may be consequential

By Katie Deal

Katie Deal Investment Analyst

November 2020 / MARKETS & ECONOMY

Additional fiscal stimulus likely, tax hikes uncertain.

By T. Rowe Price

T. Rowe Price

October 2020 / INVESTMENT INSIGHTS

Riskier, less liquid securities can bring substantial benefits

By Ken Orchard

Ken Orchard Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

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 / INVESTMENT INSIGHTS

Integrating ESG factors helps better understand long‑term sustainability.

By Willem Visser

Willem Visser Credit Analyst

October 2020 / INVESTMENT INSIGHTS

Sector is particularly sensitive to economic conditions

By Katie Deal

Katie Deal Investment Analyst

October 2020 / VIDEO

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

By Alan Tu

Alan Tu Portfolio Manager

October 2020 / VIDEO

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

October 2020 / INVESTMENT INSIGHTS

Candidates offer divergent agendas that could impact markets.

By T. Rowe Price

T. Rowe Price

Q3 2020 Show

September 2020 / INVESTMENT INSIGHTS

ESG matters more than ever in choosing good companies.

By Scott Berg

Scott Berg Portfolio Manager

September 2020 / VIDEO

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

September 2020 / INVESTMENT INSIGHTS

Stock market returns have historically been good predictors of presidential election...

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

September 2020 / INVESTMENT INSIGHTS

U.S. election could impact ailing municipal budgets

By Katie Deal

Katie Deal Investment Analyst

September 2020 / INVESTMENT INSIGHTS

Renewed equity market volatility highlights the need for portfolio breadth

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2020 / VIDEO

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

September 2020 / INVESTMENT INSIGHTS

New policy framework effectively prioritizes maximum employment

By Alan Levenson, Nikolaj Schmidt & Adam Marden

By Alan Levenson, Nikolaj Schmidt & Adam Marden

September 2020 / INVESTMENT INSIGHTS

Why fixed income investors should look beyond current yield levels.

By Arif Husain

Arif Husain Head of International Fixed Income

September 2020 / INVESTMENT INSIGHTS

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

By Alan Tu

Alan Tu Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

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

By Curt Organt

Curt Organt Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

Regulations would affect the energy sector and automotive industry

By Katie Deal

Katie Deal Investment Analyst

August 2020 / INVESTMENT INSIGHTS

Public debt sustainability remains a key challenge

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

August 2020 / INVESTMENT INSIGHTS

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

A concentrated stock market recovery has left behind long-term winners.

By David Giroux

David Giroux Chief Investment Officer for Equity and Multi-Asset

August 2020 / VIDEO

Our Asset Allocation Committee is overweight emerging markets stocks.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

August 2020 / INVESTMENT INSIGHTS

Opportunities remain despite recent spread tightening.

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

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

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

August 2020 / INVESTMENT INSIGHTS

Attractive valuations and “fallen angels” offer opportunities.

By Christopher Brown

Christopher Brown Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

Interest rate differentials have created some compelling opportunities.

By Ken Orchard

Ken Orchard Portfolio Manager

August 2020 / VIDEO

Our Asset Allocation Committee is fairly diversified between value and growth stocks.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

August 2020 / VIDEO

Our Asset Allocation Committee is neutral between U.S. and non-U.S. stocks.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

Stricter lockdown measures could boost short-term performance.

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

July 2020 / VIDEO

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

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

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

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

July 2020 / VIDEO

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

T. Rowe Price’s working group explains the LIBOR transition

By Multiple Authors

By Multiple Authors

July 2020 / POLICY INSIGHTS

Four indicators of weakness could mean it is time to diversify

By Ken Orchard

Ken Orchard Portfolio Manager

July 2020 / INVESTMENT INSIGHTS

Significant differences between the two sides remain

By Quentin Fitzsimmons & Tomasz Wieladek

By Quentin Fitzsimmons & Tomasz Wieladek

July 2020 / VIDEO

By T. Rowe Price

T. Rowe Price

July 2020 / POLICY INSIGHTS

Rise in corporate and personal taxes to finance domestic programs.

By Katie Deal

Katie Deal Investment Analyst

July 2020 / MARKET OUTLOOK

The pandemic is fast-tracking change in corporate Japan.

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

July 2020 / NOTES FROM THE ROAD

Frontier country positioned well by effective containment

By Oliver Bell & Leigh Innes

By Oliver Bell & Leigh Innes

July 2020 / INVESTMENT INSIGHTS

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

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / VIDEO

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

U.S. measures could increase oversight of Chinese companies

By Chris Kushlis, Eric Veiel & Katie Deal

By Chris Kushlis, Eric Veiel & Katie Deal

November 2019 / Investment Insights

In Emerging Markets, Does It Pay to Worry About ESG?

By Ernest Yeung

Ernest Yeung Portfolio Manager

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Investment involves risks. Past performance is not a reliable indicator of future performance. The investment returns for some funds are denominated in foreign currency other than US/HK dollar. US/HK dollar-based investors are therefore exposed to fluctuations in the US/HK dollar against other foreign currencies' exchange rate. Investors should refer to the prospectus for full details of the objectives, investment policies and risks.