Thinking | T. Rowe Price

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This Quarter (Q1 2022) Hide

January 2022 / WEBINAR

Innovation and Capital Markets Considerations

China’s investment landscape is constantly evolving and relatively inefficient

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

January 2022 / WEBINAR

Regulations and The Road to a More Developed Economy

Regulations and The Road to a More Developed...

Recent headlines out of China have captured the attention and fear of many investors

By Wenli Zheng & Chris Kushlis

January 2022 / FIXED INCOME

EM Currencies Can Boost Bond Portfolios Amid Rising Inflation

EM Currencies Can Boost Bond Portfolios Amid...

Currencies of commodity-exporting countries are particularly attractive.

By Ken Orchard & Onur Uncu

December 2021 / INVESTMENT INSIGHTS

Why Impact Investing Needs Public Debt Markets

Their size and diversified nature can foster long-term change

By Matt Lawton

Matt Lawton Portfolio Manager

Previous Quarter (Q4 2021) Hide

December 2021 / VIDEO

Three Contrarian Investing Views on China, Stagflation, Supply Chains

Three Contrarian Investing Views on China,...

We think the market’s consensus on stagflation, supply chain shortages, and China...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager

December 2021 / INVESTMENT INSIGHTS

Investment ideas for European investors for the year ahead

Investment ideas for European investors for...

Our Multi-Asset Solutions Team share a range of investment ideas to position portfolios...

By Yoram Lustig & Michael Walsh

December 2021 / INVESTMENT INSIGHTS

Above-Trend U.S. Growth Could See Smaller Companies Shine

Above-Trend U.S. Growth Could See Smaller...

U.S. smaller companies and a strong domestic recovery are closely aligned

By Curt Organt

Curt Organt Portfolio Manager

December 2021 / INVESTMENT INSIGHTS

A Digital U.S. Dollar Will Strengthen the Currency’s Global Dominance

A Digital U.S. Dollar Will Strengthen the...

A Fed-backed CBDC will dwarf those of other countries

By Tomasz Wieladek & Aadish Kumar

December 2021 / MARKET OUTLOOK

Global Asset Allocation: December podcast

Discover the latest global market themes

By Michael Walsh

Michael Walsh Solutions Strategist

December 2021 / VIDEO

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

Have we entered a new era?

By Justin Thomson

Justin Thomson Head of International Equity

December 2021 / FIXED INCOME

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 / 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 2021 / WEBINAR

2022 Global Market Outlook Webinar

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

By Multiple Authors

December 2021 / GLOBAL MARKET OUTLOOK

Playbook for a Shifting Economic Landscape

Looking for Growth in Challenging Markets

By Sebastien Page, Justin Thomson & Mark Vaselkiv

December 2021 / MARKETS & ECONOMY

China Remains Compelling Despite Regulatory Upheavals

China Remains Compelling Despite Regulatory...

Understanding the government’s social agenda is key

By Chris Kushlis & Justin Thomson

December 2021 / GLOBAL MARKET OUTLOOK

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

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

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

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

December 2021 / INVESTMENT INSIGHTS

Weighing up China's Green Credentials amid Policy Shift

Weighing up China's Green Credentials amid...

China’s rapid pace of industrialisation and economic growth has been extraordinary...

By Irmak Surenkok & Robert Secker

December 2021 / FIXED INCOME

'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 / VIDEO

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

December 2021 / FIXED INCOME

Rising Yields Present a Familiar Challenge in a New Era

Rising Yields Present a Familiar Challenge...

Inflation concerns are highest in decades.

By Ken Orchard & Onur Uncu

December 2021 / GLOBAL MARKET OUTLOOK

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 / FIXED INCOME

Serbia and the mystery of the 747s

Adventures in sovereign research

By Samy Muaddi

Samy Muaddi Portfolio Manager

December 2021 / GLOBAL EQUITIES

Higher Oil Prices Unlikely to Prove Sustainable

Supply response and productivity gains should pressure prices.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager

November 2021 / FIXED INCOME

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

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...

Heightened volatility reflects a changed reality.

By Multiple Authors

November 2021 / MARKET OUTLOOK

Global Asset Allocation: November podcast

Discover the latest global market themes

By Michael Walsh

Michael Walsh Solutions Strategist

November 2021 / INVESTMENT INSIGHTS

A Disciplined Investment Approach in Pursuit of Compounding

A Disciplined Investment Approach in Pursuit...

Avoid complacency when seeking to buy and hold durable growers

By Paul Greene

Paul Greene Portfolio Manager

November 2021 / MARKET OUTLOOK

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2021 / INVESTMENT INSIGHTS

Are You Positioned on the Right Side of Change in China?

Are You Positioned on the Right Side of Change...

China has been one of the fastest recovering economies since the onset of the global...

By Irmak Surenkok & Robert Secker

November 2021 / INVESTMENT INSIGHTS

Rising Inflation Risk and How to Address It

Rising Inflation Risk and How to Address...

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets,...

By Yoram Lustig & Michael Walsh

November 2021 / MARKET OUTLOOK

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

How differences are creating opportunities in fixed income

By Multiple Authors

November 2021 / FIXED INCOME

High Valuations Balance Healthy Credit in Global High Yield

High Valuations Balance Healthy Credit in...

Credit analysis can expose value even amid tight credit spreads.

By Michael Connelly

Michael Connelly Portfolio Manager

November 2021 / OUTLOOK

The Three Dynamics Shaping a Promising Outlook for Europe

The Three Dynamics Shaping a Promising Outlook...

Innovation, sustainability, and the market cycle create distinct opportunities

By Tobias Mueller

Tobias Mueller Portfolio Manager

November 2021 / MARKET OUTLOOK

How ESG Helps Make Us Better Value Investors

Advantages of incorporating ESG factors into company analysis

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

November 2021 / INVESTMENT INSIGHTS

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

November 2021 / MARKETS & ECONOMY

Banks Set to Play Critical Role in Climate Change Fight

Banks Set to Play Critical Role in Climate...

Transition to a low-carbon economy brings lending risks and opportunities

By Maria Elena Drew & Joseph Baldwin

October 2021 / BLOG

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 / MARKET OUTLOOK

Global Asset Allocation: October Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2021 / FIXED INCOME

Exploiting the life cycle of an EM opportunity

A case study: Romania 2011 – 2015

By Peter Botoucharov

Peter Botoucharov Emerging Market Credit Analyst

October 2021 / INVESTMENT INSIGHTS

The U.S. Value Stock Rally—Expect a Shift to Quality

The U.S. Value Stock Rally—Expect a Shift...

Higher-quality value stocks set to lead the next stage

By Eric Papesh

Eric Papesh Portfolio Specialist

October 2021 / VIDEO

Inflation, Central Bank Policy, and the Implications for Emerging Markets

Inflation, Central Bank Policy, and the Implicatio...

Find out why emerging market central banks are bucking the trend in terms of monetary...

By Benjamin Robins

Benjamin Robins Portfolio Specialist

October 2021 / BLOG

Legislation Supporting Clean Energy Would Impact Key Sectors

Legislation Supporting Clean Energy Would...

Modernizing the electric grid is key for scaling up renewable power

By Katie Deal

Katie Deal Investment Analyst

October 2021 / INVESTMENT INSIGHTS

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

October 2021 / INVESTMENT INSIGHTS

Demand Stimulus and Inflationary Pressures Loom for Post-Election Germany

Demand Stimulus and Inflationary Pressures...

The new government will likely prioritize social justice and green policies.

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

October 2021 / INVESTMENT INSIGHTS

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

September 2021 / INVESTMENT INSIGHTS

Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property...

Beijing’s policy actions in the property sector seem to be containing any potential...

By Sheldon Chan & Anna Zhang

Q3 2021 Show

October 2021 / INVESTMENT INSIGHTS

China: Why It Pays To Look For The Overlooked

China is an economy and market that is constantly changing.

By Irmak Surenkok & Robert Secker

September 2021 / INVESTMENT INSIGHTS

Innovations in Sustainability Are Reshaping the Future of Plastic

Innovations in Sustainability Are Reshaping...

Balancing health and environmental concerns with the material’s utility

By Maria Elena Drew & Natalie McGowen

September 2021 / VIDEO

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

Regulatory Actions in China: Short-Term Pain, Long-Term Gain

Regulatory Actions in China: Short-Term Pain,...

Beijing’s tightening grip bodes well for China Inc.'s health

By Sheldon Chan, Chris Kushlis & Lee Sun

September 2021 / MARKETS & ECONOMY

UK Turns to Bold Post-Brexit Reforms to Boost Economy

UK Turns to Bold Post-Brexit Reforms to Boost...

Freedom to set finance and immigration policies may spur growth

By Quentin Fitzsimmons & Tomasz Wieladek

September 2021 / MULTI-ASSET SOLUTIONS

Looming Lower Returns Demand Creative Multi-Asset Response

Looming Lower Returns Demand Creative Multi-Asset...

Active management and a broad toolkit may be necessary

By Yoram Lustig, Michael Walsh & Niklas Jeschke

September 2021 / MARKET OUTLOOK

Global Asset Allocation: September podcast

Discover the latest global market themes

By Yoram Lustig & Michael Walsh

September 2021 / INVESTMENT INSIGHTS

Why There’s More to China than Just Big Tech

Mainstream indices are a poor reference point for investors in China

By Irmak Surenkok & Robert Secker

September 2021 / INVESTMENT INSIGHTS

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

September 2021 / MARKETS & ECONOMY

Germany’s New Government Is Likely to Rewrite Economic Policy

Germany’s New Government Is Likely to Rewrite...

There will be a focus on green fiscal policy and redistribution

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

September 2021 / MARKETS & ECONOMY

The Return of Volatility May Signal a Buying Opportunity, Not a Bear...

The Return of Volatility May Signal a Buying Opportunity, Not a Bear Market

The Return of Volatility May Signal a Buying...

Why fluctuating asset prices need not cause alarm

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

September 2021 / INVESTMENT INSIGHTS

The Cycle—Where Are We? Implications for Global Equity Investors

The Cycle—Where Are We? Implications for...

Complex environments need active management to help steer portfolios in the right...

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2021 / MARKET OUTLOOK

Global Asset Allocation: September Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

September 2021 / VIDEO

China Evolution Strategy - Strategy Differentiators and Drivers

China Evolution Strategy - Strategy Differentiator...

Wenli shares his approach to China Evolution Equity strategy and how he drives results

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

September 2021 / VIDEO

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

September 2021 / VIDEO

China Evolution Strategy - Market Outlook

Wenli discusses market dynamics in China and where he sees opportunities

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

August 2021 / MARKET OUTLOOK

Global Asset Allocation: August podcast

Discover the latest global market themes

By Yoram Lustig & Michael Walsh

August 2021 / INVESTMENT INSIGHTS

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 / INVESTMENT INSIGHTS

Is the Value Rally in Emerging Markets Sustainable?

Is the Value Rally in Emerging Markets Sustainable...

Value investing is coming in from the cold

By Ernest Yeung

Ernest Yeung Portfolio Manager

August 2021 / MARKET OUTLOOK

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

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

Despite strong fundamentals, growth stock valuations are extreme

By Tim Murray

Tim Murray Capital Markets Analyst

August 2021 / MARKETS & ECONOMY

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 / BLOG

Biden Signals Government-Wide Push to Promote Competition

Biden Signals Government-Wide Push to Promote...

But changing rules and laws isn’t easy and would take time

By Katie Deal

Katie Deal Investment Analyst

August 2021 / MARKETS & ECONOMY

How Digital Currencies Add Policy Potency for Emerging Markets

How Digital Currencies Add Policy Potency...

More monetary policy control as rate decisions have a broader impact

By Tomasz Wieladek & Aadish Kumar

August 2021 / MARKETS & ECONOMY

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

July 2021 / INVESTMENT INSIGHTS

How ESG Considerations are Reshaping Central Bank Mandates

How ESG Considerations are Reshaping Central...

Moving toward integrating social and environmental issues

By Multiple Authors

July 2021 / MARKETS & ECONOMY

Central Bank Digital Currencies May Bring “Helicopter Money” Closer

Central Bank Digital Currencies May Bring...

More efficient money transfers will likely bring down rates

By Tomasz Wieladek & Aadish Kumar

July 2021 / MARKETS & ECONOMY

Growth Stocks Unlikely to Be Troubled by Short-Term Inflation Spike

Growth Stocks Unlikely to Be Troubled by...

A sharp rise in U.S. inflation is not expected to last

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

July 2021 / INVESTMENT INSIGHTS

How Weighing ESG Risks Adds an Edge in EM Corporates

How Weighing ESG Risks Adds an Edge in EM...

Integrating ESG factors has the potential to provide a research edge

By Samy Muaddi

Samy Muaddi Portfolio Manager

July 2021 / VIDEO

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 / INVESTMENT INSIGHTS

How Far Are We in This Value Rotation?

A quantitative perspective

By Thomas Poullaouec & Nathan Wang

July 2021 / INVESTMENT INSIGHTS

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

July 2021 / MARKETS & ECONOMY

Into Choppier Waters

The serenity of equity markets is deceptive

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2021 / INVESTMENT INSIGHTS

Cryptocurrencies May Transform Capital Markets

Speculation is extraordinary, but so is potential

By Robert W. Sharps & Sebastien Page

July 2021 / MARKET OUTLOOK

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

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 / INVESTMENT INSIGHTS

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

July 2021 / INVESTMENT INSIGHTS

Japan Ups the Ante on Corporate Governance and Regulatory Reform

Japan Ups the Ante on Corporate Governance...

Revised governance codes provide framework for corporate improvement

By Archibald Ciganer & Jocelyn Brown

Q2 2021 Show

June 2021 / INVESTMENT INSIGHTS

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 / MARKETS & ECONOMY

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

Opportunistic Investing in a Dynamic High Yield Market

Opportunistic Investing in a Dynamic High...

Investment flexibility may enhance risk-adjusted returns

By Rodney Rayburn & Jason Bauer

June 2021 / MARKET OUTLOOK

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?

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

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

June 2021 / WEBINAR

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

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 / 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 / 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 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 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 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 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 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 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 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

Implied Support: A Supporting Actor Not the Lead Role in Asia Credit

Implied Support: A Supporting Actor Not the...

Rising defaults amongst Chinese state-owned enterprises (SOEs) reaffirms importance...

By Sheldon Chan

Sheldon Chan Portfolio Manager

May 2021 / INVESTMENT INSIGHTS

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?

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 corporates

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

By Siby Thomas

Siby Thomas Portfolio Manager

May 2021 / INVESTMENT INSIGHTS

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 / 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

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 / BLOG

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 Investment Analyst

May 2021 / GOING BEYOND THE NUMBERS

Diversity, Equity, and Inclusion in the Spotlight

From tragedy comes unity and a commitment to improve

By Donna Anderson & Maria Elena Drew

May 2021 / POLICY INSIGHTS

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 / 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 / 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

May 2021 / BLOG

Navigating a Landscape of Interlinked Crises

Opportunities presented by public policy in the Biden era

By Katie Deal

Katie Deal Investment Analyst

April 2021 / INVESTMENT INSIGHTS

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 / 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

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 / INVESTMENT INSIGHTS

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 / MULTI-ASSET STRATEGY

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 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 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 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

History, stability, cognitive diversity

In brief: three things that differentiate the Emerging Markets Corporate Bond Strategy

By Samy Muaddi

Samy Muaddi Portfolio Manager

April 2021 / INVESTMENT INSIGHTS

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 Portfolio Manager

April 2021 / MARKETS & ECONOMY

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

Q1 2021 Show

March 2021 / INVESTMENT INSIGHTS

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 / MARKETS & ECONOMY

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 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

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 Over EU

Vaccine Progress Hands UK Economic Boost...

Sterling looks set to strengthen against the euro

By Tomasz Wieladek & Ivan Morozov

March 2021 / VIDEO

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 / INVESTMENT INSIGHTS

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 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 Investment Analyst

March 2021 / PODCAST

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

T. Rowe Price Strategy Focus on Global Impact Equity

T. Rowe Price Strategy Focus on Global Impact...

Read more about our Strategy Focus on Global Impact Equity

By Hari Balkrishna

Hari Balkrishna Portfolio Manager, Global Impact Equity Strategy

March 2021 / INVESTMENT INSIGHTS

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 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 / MARKETS & ECONOMY

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 / VIDEO

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 / INVESTMENT INSIGHTS

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 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 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 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 of Investing in Emerging Markets...

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

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 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

How Can China Remain a Key Growth Economy?

Rising debt and trade wars among key challenges

By Wenli Zheng & Chris Kushlis

February 2021 / PODCAST

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 / 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 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 / 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 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 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 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 / INVESTMENT INSIGHTS

Finding “Deeper Value” in Emerging Markets

Value-growth divergence may be peaking

By Ernest Yeung

Ernest Yeung Portfolio Manager

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

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 Markets

What Georgia Senate Results Could Mean for...

Unified government puts fiscal stimulus, tax increases on table

By Katie Deal

Katie Deal Investment Analyst

January 2021 / MARKET OUTLOOK

Euro High Yield: The Opportunity Today

An attractive option for income seekers

By Michael Della Vedova & Stephen Marsh

30 December 2020 / INVESTMENT INSIGHTS

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

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

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

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

2021 Global Market Outlook

Replay of the 2021 Global Market Outlook webinar

By Justin Thomson, David Giroux & Mark Vaselkiv

December 2020 / INVESTMENT INSIGHTS

Credit Investing Roadmap for 2021

Navigating the credit cycle and the road ahead

By Multiple Authors

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 / VIDEO

2021 Global Credit Outlook

Replay of the 2021 Global Credit Outlook webinar

By Multiple Authors

December 2020 / GLOBAL MARKET OUTLOOK

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 / GLOBAL MARKET OUTLOOK

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

China Market Outlook 2021

Improving fundamentals are likely to be sustained

By Wenli Zheng

Wenli Zheng Regional 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 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