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This Quarter (Q4 2021) Hide

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 Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

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 Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

November 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

'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

November 2021 / INVESTMENT INSIGHTS

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

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

Irmak Surenkok Portfolio Specialist

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 / 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Volatility Looms as Support Is Withdrawn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

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

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

Previous Quarter (Q3 2021) Hide

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 - 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

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

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 / 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

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 / 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 / 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 / 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 / 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

June 2021 / INVESTMENT INSIGHTS

Four Keys to Tackling the Green Bond Boom

Four Keys to Tackling the Green Bond Boom

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 / 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

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 2021 / VIDEO

What Does Our Underweight to Stocks Really Mean?

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 / INVESTMENT INSIGHTS

Seeking Value Stocks on the Right Side of Change

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 / INVESTMENT INSIGHTS

Are Tight Credit Valuations Justified?

Are Tight Credit Valuations Justified?

Are Tight Credit Valuations Justified?

Positive tailwinds are providing support, but caution is advised

By Multiple Authors

By Multiple Authors

May 2021 / INVESTMENT INSIGHTS

Prospects Brighten for Global Dividend Stocks

Prospects Brighten for Global Dividend Stocks

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

Complacency creates inefficiency in EM corporates

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 / MARKET OUTLOOK

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 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

May 2021 / VIDEO

The Active Opportunity in EM Corporate Bonds

The Active Opportunity in EM Corporate Bonds

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

Global Aggregate Bond: The Inside Story

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

April 2021 / INVESTMENT INSIGHTS

Impact Investing: Why It Matters Now More Than Ever

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

The Resilience of EM Corporates

The Resilience of EM Corporates

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 / MARKET OUTLOOK

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 2021 / MULTI-ASSET SOLUTIONS

Three Reasons Why Pent-Up Demand Is Not a Growth Panacea

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

History, stability, cognitive diversity

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

Why ESG Factors Matter in Asia Credit Investing

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 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 / MARKETS & ECONOMY

Investing in a Pandemic: Lessons Learned and What’s Next

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 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 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 / VIDEO

U.S. Vaccine News Driving The Stock Market Rally

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

T. Rowe Price Strategy Focus on Global Impact Equity

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

Preparing for Higher Inflation

Preparing for Higher Inflation

Preparing for Higher Inflation

With inflation expectations on the rise, we look at a few investment ideas that could...

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

March 2021 / MARKETS & ECONOMY

Pleasant Recession, Unpleasant Recovery

Pleasant Recession, Unpleasant Recovery

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

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 2021 / INVESTMENT INSIGHTS

For or Against? The Year in Shareholder Resolutions

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 Tune

When Emerging Market Debt Dances to the Inflation...

How higher oil prices could impact inflation and the asset class

By Multiple Authors

By Multiple Authors

February 2021 / INVESTMENT INSIGHTS

Five Reasons to Consider EM Local Bonds

Five Reasons to Consider EM Local Bonds

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 / VIDEO

Emerging Markets: Overlooked and Underrated?

Emerging Markets: Overlooked and Underrated?

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 / INVESTMENT INSIGHTS

Three Critical Questions Facing Fixed Income Investors in 2021

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 / MARKET OUTLOOK

Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

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

Q4 2020 Show

December 2020 / INVESTMENT INSIGHTS

Credit Investing Roadmap for 2021

Credit Investing Roadmap for 2021

Credit Investing Roadmap for 2021

Navigating the credit cycle and the road ahead

By Multiple Authors

By Multiple Authors

December 2020 / VIDEO

2021 Global Credit Outlook

2021 Global Credit Outlook

2021 Global Credit Outlook

Replay of the 2021 Global Credit Outlook webinar

By Multiple Authors

By Multiple Authors

December 2020 / GLOBAL MARKET OUTLOOK

China Market Outlook 2021

China Market Outlook 2021

China Market Outlook 2021

Improving fundamentals are likely to be sustained

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2020 / INVESTMENT INSIGHTS

Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

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

November 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / VIDEO

EM Untold Stories roundtable

EM Untold Stories roundtable

EM Untold Stories roundtable

A virtual panel of experts discusses the investment rationale for a strategic allocation...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / INVESTMENT INSIGHTS

More Fallen Angels Ahead in Europe?

More Fallen Angels Ahead in Europe?

More Fallen Angels Ahead in Europe?

Downgrades have slowed, but indications are that the trend has further to run

By David Stanley & Michael Lambe

By David Stanley & Michael Lambe

October 2020 / INVESTMENT INSIGHTS

What To Expect From China

What To Expect From China

What To Expect From China

Three main challenges to China’s future growth

By Chris Kushlis

Chris Kushlis Credit Analyst

October 2020 / VIDEO

Navigating Uncertain Markets in 2020

Navigating Uncertain Markets in 2020

Navigating Uncertain Markets in 2020

How T. Rowe Price analysts are still getting the answers they need

By Robert W. Sharps

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

October 2020 / VIDEO

A Strategy for the Future

A Strategy for the Future

A Strategy for the Future

Introducing the T. Rowe Price Global Focused Growth Equity Strategy

By David J. Eiswert

David J. Eiswert Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: October Insights

Global Asset Allocation: October Insights

Global Asset Allocation: October Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2020 / INVESTMENT INSIGHTS

Finding Opportunities After the Rebound

Finding Opportunities After the Rebound

Finding Opportunities After the Rebound

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

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining...

Integrating ESG factors helps better understand long‑term sustainability.

By Willem Visser

Willem Visser Credit Analyst

October 2020 / VIDEO

Coronavirus, Growth and the Outlook for Technology

Coronavirus, Growth and the Outlook for Technology

Coronavirus, Growth and the Outlook for Technology

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

By Alan Tu

Alan Tu Portfolio Manager