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This Quarter ( 2023) Hide

September 2023 / INVESTMENT INSIGHTS

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The consensus view shift toward a mild downturn looks misplaced.

By Arif Husain

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

August 2023 / VIDEO

A new era of Gulf aid: potential winners and losers

A new era of Gulf aid: potential winners and losers

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

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

By Razan Nasser

Razan Nasser Credit Analyst

August 2023 / INVESTMENT INSIGHTS

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

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

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

Portfolio managers collaborate to help shape duration positioning.

By Arif Husain

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

July 2023 / INVESTMENT INSIGHTS

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

By Rob Thomas

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

July 2023 / INVESTMENT INSIGHTS

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy...

Hawkish stances risk overtightening and causing recession

By Arif Husain

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

Previous Quarter (Q2 2023) Hide

June 2023 / INVESTMENT INSIGHTS

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds

Opportunities to generate value amid volatility.

By Michael Della Vedova

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

May 2023 / INVESTMENT INSIGHTS

China Investing: What Comes Next?

China Investing: What Comes Next?

China Investing: What Comes Next?

A three-stage recovery is underway

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

May 2023 / INVESTMENT INSIGHTS

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned...

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

By Mitchell Unger

Mitchell Unger Credit Analyst, Health Care Sector

April 2023 / INVESTMENT INSIGHTS

Labor Market Resilience Suggests Recession is Not Imminent

Labor Market Resilience Suggests Recession is Not Imminent

Labor Market Resilience Suggests Recession...

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

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

Q1 2023 Show

March 2023 / INVESTMENT INSIGHTS

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

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

By Razan Nasser & Peter Botoucharov

By Razan Nasser & Peter Botoucharov

January 2023 / INVESTMENT INSIGHTS

Leaning Against the Wind

Leaning Against the Wind

Leaning Against the Wind

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

By Andrew McCormick, Sébastien Page & Justin Thomson

By Andrew McCormick, Sébastien Page & Justin Thomson

January 2023 / INVESTMENT INSIGHTS

The Return of Yield

The Return of Yield

The Return of Yield

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

By Andrew McCormick, Sébastien Page & Justin Thomson

By Andrew McCormick, Sébastien Page & Justin Thomson

Q4 2022 Show

December 2022 / INVESTMENT INSIGHTS

2023 Inflation Outlook

2023 Inflation Outlook

2023 Inflation Outlook

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

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

December 2022 / INVESTMENT INSIGHTS

Asia ex-Japan 2023 Market Outlook

Asia ex-Japan 2023 Market Outlook

Asia ex-Japan 2023 Market Outlook

Patiently Building Long-Term Positions

By Anh Lu

Anh Lu Portfolio Manager, Asia ex-Japan Equity Strategy

December 2022 / INVESTMENT INSIGHTS

China Market Outlook 2023

China Market Outlook 2023

China Market Outlook 2023

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

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

November 2022 / INVESTMENT INSIGHTS

How Fixed Income May Help Navigate Evolving Markets

How Fixed Income May Help Navigate Evolving Markets

How Fixed Income May Help Navigate Evolving...

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

October 2022 / INVESTMENT INSIGHTS

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment...

Four factors set to drive a boom in capital expenditure

By Ernest Yeung

Ernest Yeung Portfolio Manager, Emerging, Markets Discovery Equity Strategy

Q3 2022 Show

September 2022 / INVESTMENT INSIGHTS

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh...

Alpha potential is still available for those who adapt to the new paradigm.

By Justin Thomson

Justin Thomson Chief Investment Officer, International Equity

September 2022 / INVESTMENT INSIGHTS

High Inflation and Rising Rates? Think Smaller Companies

High Inflation and Rising Rates? Think Smaller Companies

High Inflation and Rising Rates? Think Smaller...

Why U.S. smaller companies may prove more resilient than many expect

By Curt Organt

Curt Organt Portfolio Manager, T. Rowe Price US Smaller Companies Equity Strategy

August 2022 / INVESTMENT INSIGHTS

The report highlights the current views of the T. Rowe Price Asset Allocation Committee...

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

July 2022 / INVESTMENT INSIGHTS

The report highlights the current views of the T. Rowe Price Asset Allocation Committee...

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

July 2022 / VIDEO

What lies ahead for emerging markets?

What lies ahead for emerging markets?

What lies ahead for emerging markets?

Emerging markets face a mixed outlook: While Asia’s prospects look favourable, other...

By Chris Kushlis

Chris Kushlis Chief of China and Emerging Markets Macro Strategy

June 2022 / INVESTMENT INSIGHTS

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S....

The U.S. natural gas industry may enjoy some emerging policy tailwinds.

By Michael Pinkerton

Michael Pinkerton Washington Associate Analyst, U.S. Equity Division

Q2 2022 Show

July 2022 / INVESTMENT INSIGHTS

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Global economies are weighed down by notable headwinds.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

June 2022 / INVESTMENT INSIGHTS

The report highlights the current views of the T. Rowe Price Asset Allocation Committee...

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

June 2022 / INVESTMENT INSIGHTS

An attractive combination of risk and return.

By Sheldon Chan

Sheldon Chan Co-portfolio Manager, Asia Credit Bond Strategy

June 2022 / INVESTMENT INSIGHTS

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on...

Maintaining perspective on long-term opportunities.

By Archibald Ciganer

Archibald Ciganer Portfolio Manager, T. Rowe Price Japan Equity Strategy

June 2022 / INVESTMENT INSIGHTS

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Embracing uncertainty and inefficiencies to focus on future drivers of growth.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

June 2022 / INVESTMENT INSIGHTS

We focus on firms that we believe have years of strong growth potential ahead.

By Alan Tu

Alan Tu Portfolio Manager, Global Technology Equity Strategy

June 2022 / INVESTMENT INSIGHTS

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for...

We are positioned relatively defensively amid rate headwinds.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, US Large-Cap Growth Equity Strategy

June 2022 / INVESTMENT INSIGHTS

The Road to Net Zero

The Road to Net Zero

The Road to Net Zero

How the world is moving forward on emissions reduction.

By Maria Elena Drew

Maria Elena Drew Director of Research for Responsible Investing

June 2022 / VIDEO

Emerging markets face a mixed outlook: While Asia’s prospects look favourable, other...

By Chris Kushlis

Chris Kushlis Chief of China and Emerging Markets Macro Strategy

May 2022 / VIDEO

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

Investors should focus on trends in the duration and diversity of a large-cap biopharma...

By Jeffrey Holford

Jeffrey Holford Pharmaceuticals Analyst, U.S. Equity Division

May 2022 / INVESTMENT INSIGHTS

The report highlights the current views of the T. Rowe Price Asset Allocation Committee...

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

May 2022 / INVESTMENT INSIGHTS

A Closer Look at Inflation and the Value Rally

A Closer Look at Inflation and the Value Rally

A Closer Look at Inflation and the Value...

Discovering new ideas that deliver value.

By David J. Eiswert

David J. Eiswert Portfolio Manager, Global Focused Growth Equity Strategy

May 2022 / INVESTMENT INSIGHTS

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Responding to changing growth and inflation dynamics.

By Wenting Shen

Wenting Shen Portfolio Manager, Global Multi‑Asset Team

April 2022 / INVESTMENT INSIGHTS

The report highlights the current views of the T. Rowe Price Asset Allocation Committee...

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

April 2022 / INVESTMENT INSIGHTS

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

History suggests it may not be imminent, however.

By Multiple Authors

By Multiple Authors

April 2022 / ASSET ALLOCATION VIEWPOINT

Economic Risks Are Rising

Economic Risks Are Rising

Economic Risks Are Rising

High inflation and economic weakness could stifle global economy.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

April 2022 / INVESTMENT INSIGHTS

U.S. Fiscal Stimulus Takeaways for Investors

U.S. Fiscal Stimulus Takeaways for Investors

U.S. Fiscal Stimulus Takeaways for Investors...

Timing, scale, and targets of new spending are key considerations.

By Katie Deal

Katie Deal Washington Analyst U.S. Equity Division

April 2022 / INVESTMENT INSIGHTS

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent.

By Ken Orchard

Ken Orchard Portfolio Manager

Q1 2022 Show

March 2022 / INTERNATIONAL EQUITIES

Q&A with Justin Thomson, T. Rowe Price's CIO for International Equities

Q&A with Justin Thomson, T. Rowe Price's CIO for International Equities

Q&A with Justin Thomson, T. Rowe Price's...

On a recent visit to Asia, Justin held a fireside chat with clients across the region....

By Justin Thomson

Justin Thomson CIO and Head of International Equity

March 2022 / INVESTMENT INSIGHTS

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Equity Fund

March 2022 / MULTI-ASSET OUTLOOK

Heading into 2022, valuations for most asset classes appear full - particularly equity...

By T. Rowe Price

T. Rowe Price

March 2022 / INVESTMENT INSIGHTS

The report highlights the current views of the T. Rowe Price Asset Allocation Committee...

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

March 2022 / INVESTMENT INSIGHTS

Quarterly Thought Leadership Publication

March 2022 / INVESTMENT INSIGHTS

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / MULTI-ASSET STRATEGY

Growing economic uncertainty could mean a bumpy road ahead.

By Tim Murray

Tim Murray Capital Markets Analyst

March 2022 / INVESTMENT INSIGHTS

Russian shares to be removed from MSCI indices due to market accessibility issues

February 2022 / INVESTMENT INSIGHTS

We anticipate continued Treasury yield curve flattening

By Stephen Bartolini & Steven Boothe

By Stephen Bartolini & Steven Boothe

February 2022 / INVESTMENT INSIGHTS

Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.

By Sébastien Page, Justin Thomson & Mark Vaselkiv

By Sébastien Page, Justin Thomson & Mark Vaselkiv

February 2022 / MARKETS & ECONOMY

Why this Fed hiking cycle looks different

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2022 / GLOBAL FIXED INCOME

Adventures in global high yield

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

February 2022 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

February 2022 / FIXED INCOME

Tight spreads and hawkish central banks are a concern.

By Ken Orchard

Ken Orchard Portfolio Manager

February 2022 / ASSET ALLOCATION VIEWPOINT

Higher interest rates pose near-term challenges for stocks.

By Tim Murray

Tim Murray Capital Markets Strategist

February 2022 / EMERGING MARKETS

Five factors supporting EM equities on a tactical and structural basis.

By Justin Thomson, Eric C. Moffett & Malik Sarmad Asif

By Justin Thomson, Eric C. Moffett & Malik Sarmad Asif

February 2022 / MULTI-ASSET STRATEGY

But the factor divide continues.

By Thomas Poullaouec, Nathan Wang & David Clewell

By Thomas Poullaouec, Nathan Wang & David Clewell

January 2022 / BLOG

The investment story of 2022 will be tactical bear, structural bull

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

January 2022 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

January 2022 / VIDEO

Omicron is significant, but it’s likely to move on swiftly without a large drag on...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

January 2022 / ASSET ALLOCATION VIEWPOINT

Despite splashy macroeconomic events, fundamentals still matter.

By Tim Murray

Tim Murray Capital Markets Strategist, Multi‑Asset Division

January 2022 / FIXED INCOME

Currencies of commodity-exporting countries are particularly attractive.

By Ken Orchard & Onur Uncu

By Ken Orchard & Onur Uncu

December 2021 / GLOBAL MARKET OUTLOOK

Looking for Growth in Challenging Markets

By Sébastien Page, Justin Thomson & Mark Vaselkiv

By Sébastien Page, Justin Thomson & Mark Vaselkiv

December 2021 / INTERNATIONAL EQUITIES

Attractive opportunities amid China’s fast-changing environment.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Portfolio

December 2021 / INTERNATIONAL EQUITIES

Risk/reward looks attractive for Asia ex‑Japan equities.

By Anh Lu

Anh Lu Portfolio Manager

December 2021 / JAPAN EQUITIES

Highly open market expected to benefit from global economic recovery.

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

November 2021 / U.S. FIXED INCOME

Price rises to slow, but inflation likely to stay relatively high.

By Michael Sewell, CFA & Elliot Shue, CFA

By Michael Sewell, CFA & Elliot Shue, CFA

November 2021 / GLOBAL EQUITIES

Supply response and productivity gains should pressure prices.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Equity Fund

November 2021 / INVESTMENT INSIGHTS

Complexity and variability of resolutions demand a measured approach to voting.

By Jocelyn Brown & Duncan Scott

By Jocelyn Brown & Duncan Scott

November 2021 / MARKET OUTLOOK

Advantages of incorporating ESG factors into company analysis

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Fund

November 2021 / MARKETS & ECONOMY

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

By Maria Elena Drew & Joseph Baldwin

By Maria Elena Drew & Joseph Baldwin

October 2021 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

October 2021 / MULTI-ASSET SOLUTIONS

PULSe reached its highest level since April 2020.

By Thomas Poullaouec, Nathan Wang & David Clewell

By Thomas Poullaouec, Nathan Wang & David Clewell

October 2021 / INVESTMENT INSIGHTS

The supportive business cycle will likely provide opportunities, however

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2021 / INVESTMENT INSIGHTS

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

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

October 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

October 2021 / INVESTMENT INSIGHTS

A wave of innovation underlies the success of mRNA vaccines.

By Ziad Bakri

Ziad Bakri Portfolio Manager

October 2021 / INVESTMENT INSIGHTS

Modernizing the electric grid is key for scaling up renewable power

By Katie Deal

Katie Deal Investment Analyst

September 2021 / INVESTMENT INSIGHTS

Balancing health and environmental concerns with the material’s utility

By Maria Elena Drew & Natalie McGowen

By Maria Elena Drew & Natalie McGowen

September 2021 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

September 2021 / MARKETS & ECONOMY

Why fluctuating asset prices need not cause alarm

September 2021 / INVESTMENT INSIGHTS

By Tim Murray

Tim Murray Capital Markets Analyst

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 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

August 2021 / INVESTMENT INSIGHTS

Momentum on emissions targets builds ahead of COP26 conference

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2021 / INVESTMENT INSIGHTS

Despite strong fundamentals, growth stock valuations are extreme

By Tim Murray

Tim Murray Capital Markets Analyst

August 2021 / INVESTMENT INSIGHTS

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

By Katie Deal

Katie Deal Investment Analyst

August 2021 / INVESTMENT INSIGHTS

More monetary policy control as rate decisions have a broader impact

By Tomasz Wieladek & Aadish Kumar

By Tomasz Wieladek & Aadish Kumar

August 2021 / INVESTMENT INSIGHTS

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

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 / MARKETS & ECONOMY

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

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

July 2021 / INVESTMENT INSIGHTS

Speculation is extraordinary, but so is potential

By Robert W. Sharps & Sébastien Page

By Robert W. Sharps & Sébastien Page

July 2021 / MARKETS & ECONOMY

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 Begun

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, Global Value Equity Fund

July 2021 / INVESTMENT INSIGHTS

Revised governance codes provide framework for corporate improvement

By Archibald Ciganer & Jocelyn Brown

By Archibald Ciganer & Jocelyn Brown

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 / GLOBAL ASSET ALLOCATION

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

By Thomas Poullaouec, Wenting Shen & Hajime Takigawa

June 2021 / VIDEO

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2021 / VIDEO

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2021 / VIDEO

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

Seek to exploit market inefficiencies and extract value from the investment universe

By Irmak Surenkok

Irmak Surenkok Portfolio Specialist

June 2021 / INVESTMENT INSIGHTS

Corporate earnings will likely be the focus after a post-pandemic recovery

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

The return of housing as an economic driver gives the Fed options.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / MARKET OUTLOOK

Recovery is on track, but inflation pressures create risks

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

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

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 / VIDEO

Rising rates could present a dilemma for stock investors

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

May 2021 / GOING BEYOND THE NUMBERS

From tragedy comes unity and a commitment to improve

By Donna Anderson & Maria Elena Drew

By Donna Anderson & Maria Elena Drew

April 2021 / INVESTMENT INSIGHTS

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 / INVESTMENT INSIGHTS

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

By Sheldon Chan & Chris Kushlis

By Sheldon Chan & Chris Kushlis

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

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

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

April 2021 / MULTI-ASSET STRATEGY

Aggressive stimulus and labor market tightening mean higher inflation risk

By Richard Coghlan & Christopher Faulkner-MacDonagh

By Richard Coghlan & Christopher Faulkner-MacDonagh

April 2021 / INVESTMENT INSIGHTS

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

March 2021 / INVESTMENT INSIGHTS

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 Chief of China and Emerging Markets Macro Strategy

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 / VIDEO

By Sébastien Page

Sébastien Page Head of Global Multi-Asset

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

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Introduction to the Global Focused Growth Equity Strategy with Dave Eiswert

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