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本季度 (2024 年 第三季度 ) 隱藏

2024年8月 / 觀點

Policy matters: U.S. election could impact renewables and electric vehi...

Policy matters: U.S. election could impact renewables and electric vehicles

Policy matters: U.S. election could impact...

(僅提供英文版本) The outcome of the presidential election could have important implications...

幅度為 Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, U.S. Equity Division

2024年8月 / 觀點

Assessing the potential impacts on U.S. health care in an election year

Assessing the potential impacts on U.S. health care in an election year

Assessing the potential impacts on U.S. health...

(僅提供英文版本) The potential impact and implications for U.S. health care could differ...

幅度為 Jill Jortner

Jill Jortner Health Care Sector Investment Analyst, T. Rowe Price

2024年8月 / 觀點

Why U.S. fiscal policy will matter even more after the election

Why U.S. fiscal policy will matter even more after the election

Why U.S. fiscal policy will matter even more...

(僅提供英文版本) The next U.S. president faces a significant fiscal cliff in his or her...

幅度為 Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, U.S. Equity Division

2024年7月 / 觀點

「影子銀行體系」令聯儲局更感棘手

「影子銀行體系」令聯儲局更感棘手

「影子銀行體系」令聯儲局更感棘手

非銀行貸款增長,促使銀行需要轉移風險

幅度為 Arif Husain

Arif Husain 固定收益主管兼首席投資總監

2024年7月 / 觀點

Active investing is suited to the uncertain markets ahead

Active investing is suited to the uncertain markets ahead

Active investing is suited to the uncertain...

(僅提供英文版本) Changing market conditions will provide new risks and opportunities.

幅度為 Robert W. Sharps

Robert W. Sharps CEO and President

上一季度 (2024 年 第二季度 ) 隱藏

2024年6月 / 觀點

China’s economy enters a new cycle—unveiling fresh opportunities

China’s economy enters a new cycle—unveiling fresh opportunities

China’s economy enters a new cycle—unveiling...

(僅提供英文版本) China’s economy has undergone a deep structural adjustment.

幅度為 Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

2024年5月 / 觀點

What factors are driving U.S. exceptionalism, and will they last?

What factors are driving U.S. exceptionalism, and will they last?

What factors are driving U.S. exceptionalism,...

(僅提供英文版本) U.S. economic growth has outperformed other developed markets, and inflation...

幅度為 Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

2024年5月 / 觀點

Let’s get real (about interest rates)

Let’s get real (about interest rates)

Let’s get real (about interest rates)

(僅提供英文版本) Higher real rates in the coming years might favor value stocks

幅度為 Sebastien Page

Sebastien Page Head of Global Multi-Asset and CIO

2024年5月 / 觀點

How do U.S. elections affect stock market performance?

How do U.S. elections affect stock market performance?

How do U.S. elections affect stock market...

(僅提供英文版本) It’s the economy that matters for U.S. presidential elections and stocks.

Thomas Poullaouec & Nathan Wang

Thomas Poullaouec & Nathan Wang

2024年4月 / 影片

Navigating the AI cycle

Navigating the AI cycle

Navigating the AI cycle

(僅提供英文版本) After meeting with more than 50 technology companies across the US, Asia...

幅度為 Dom Rizzo

Dom Rizzo 基金經理

2024年4月 / 觀點

有意增持新興市場債券?不妨考慮當地債券

有意增持新興市場債券?不妨考慮當地債券

有意增持新興市場債券?不妨考慮當地債券

在固定收益投資組合中加入新興市場債券的五個原因

幅度為 Arif Husain

Arif Husain 固定收益主管兼首席投資總監

2024年4月 / 觀點

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...

(僅提供英文版本) Corporate bonds offer attractive income, but security selection is imperative...

幅度為 Justin Gerbereux

Justin Gerbereux Head of Global Fixed Income Research

2024 年 第一季度 展示

2024年3月 / 觀點

目前市場的通脹預期並不合理

目前市場的通脹預期並不合理

目前市場的通脹預期並不合理

幅度為 Arif Husain

Arif Husain 固定收益主管兼首席投資總監

2024年3月 / 觀點

InspiredTalk: The Tipping Point

InspiredTalk: The Tipping Point

InspiredTalk: The Tipping Point

(僅提供英文版本)

幅度為 Multiple Authors

幅度為 Multiple Authors

2024年3月 / 觀點

China’s National People’s Congress: Key points

China’s National People’s Congress: Key points

China’s National People’s Congress: Key points

(僅提供英文版本) NPC announcements in line with expectations.

幅度為 Robert Secker

Robert Secker Portfolio Specialist, Equity Investment Specialists

2024年2月 / 影片

The Fed Has Pivoted. What’s Next?

The Fed Has Pivoted. What’s Next?

The Fed Has Pivoted. What’s Next?

(僅提供英文版本) With cooling expectations, investors wonder when and how far U.S. rates...

幅度為 Tim Murray

Tim Murray Capital Markets Analyst

2024年1月 / 觀點

Putting cash to work in 2024

Putting cash to work in 2024

Putting cash to work in 2024

(僅提供英文版本) We explore three possible scenarios as U.S. interest rates peak

Christina Noonan, CFA, Som Priestley & Doug Spratley

Christina Noonan, CFA, Som Priestley & Doug Spratley

2024年1月 / 觀點

Where we see opportunities in Asia ex-Japan equities

Where we see opportunities in Asia ex-Japan equities

Where we see opportunities in Asia ex-Japan...

(僅提供英文版本)

幅度為 Anh Lu

Anh Lu Portfolio Manager, Asia ex-Japan Equity Strategy

2024年1月 / 影片

2024 Global Market Outlook Summary video with Ritu Vohora

2024 Global Market Outlook Summary video with Ritu Vohora

2024 Global Market Outlook Summary video...

(僅提供英文版本) What are the key investing themes heading into 2024? Capital markets specialist...

幅度為 Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

2023 年 第四季度 展示

2023年11月 / 觀點

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....

(僅提供英文版本) A framework can be useful for evaluating whether U.S. Treasury yields have...

幅度為 Arif Husain

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

2023年11月 / 影片

Implications for Bonds in Energy Cycle Transitions

Implications for Bonds in Energy Cycle Transitions

Implications for Bonds in Energy Cycle Transitions

(僅提供英文版本) Our credit analysts collaborate to help obtain a fuller picture of the...

Justin Gerbereux, Elliot Shue, CFA & Mike Hyland

Justin Gerbereux, Elliot Shue, CFA & Mike Hyland

2023年10月 / 觀點

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. (僅提供英文版本)

幅度為 Arif Husain

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

2023 年 第三季度 展示

2023年9月 / 觀點

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance...

(僅提供英文版本)

幅度為 Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

2023年9月 / 觀點

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. (僅提供英文版本)

幅度為 Arif Husain

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

2023年8月 / 觀點

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. (僅提供英文版本)

幅度為 Arif Husain

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

2023年7月 / 觀點

A New Fixed Income Regime—Three Active Portfolio Responses

A New Fixed Income Regime—Three Active Portfolio Responses

A New Fixed Income Regime—Three Active Portfolio...

What to expect as monetary policy tightening moves closer to ending. (僅提供英文版本)

Scott Solomon & Quentin Fitzsimmons

Scott Solomon & Quentin Fitzsimmons

2023年7月 / 觀點

Asia Credit Markets: Capitalizing on Emerging Themes

Asia Credit Markets: Capitalizing on Emerging Themes

Asia Credit Markets: Capitalizing on Emerging...

(僅提供英文版本)

幅度為 Sheldon Chan

Sheldon Chan Co-Portfolio Manager, Asia Credit Bond Strategy

2023年7月 / 觀點

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 (僅提供英文版本)

幅度為 Arif Husain

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

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