Thinking | T. Rowe Price

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This Quarter (Q3 2020) Hide

August 2020 / MARKETS & ECONOMY

Virus Control May Help Europe to Outperform...

Virus Control May Help Europe to Outperform the U.S

Virus Control May Help Europe to Outperform...

Stricter lockdown measures could boost short-term performance

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

August 2020 / INVESTMENT INSIGHTS

Home Bias Can Hinder Performance for UK Equity...

Home Bias Can Hinder Performance for UK Equity Investors

Home Bias Can Hinder Performance for UK Equity...

Excessive allocations to UK stocks may limit risk-adjusted returns

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Why EM equities look attractive today

Our Asset Allocation Committee is overweight emerging markets stocks.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

Still constructive toward Asia ex-Japan

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

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

July 2020 / OUTLOOK

Caution remains despite credit market rebound

Fixed Income Quarterly Outlook Q3 2020.

By Arif Husain

Arif Husain Portfolio Manager

July 2020 / OUTLOOK

Coronavirus Weighs on Economic Recovery

Global Focused Growth Quarterly Outlook Q3 2020.

By David J. Eiswert

David J. Eiswert Portfolio Manager

July 2020 / OUTLOOK

Taking Advantage of Performance Disparities

Japan Equity Quarterly Outlook Q3 2020.

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

July 2020 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK - July Insights

Global Asset Allocation: The View From The...

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / INVESTMENT INSIGHTS

“Deferred Growth” Companies Pose Intriguing...

“Deferred Growth” Companies Pose Intriguing Opportunities

“Deferred Growth” Companies Pose Intriguing...

Some strong firms may benefit from a delayed surge in demand.

By Nabil Hanano & James Stillwagon

July 2020 / INVESTMENT INSIGHTS

Paying for Defense

A deeper dive into defensive equity.

By T. Rowe Price

T. Rowe Price

July 2020 / VIDEO

Six Risks to the Coronavirus Recovery

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

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT INSIGHTS

Taking Stock of U.S. Equities Amid the Crisis

A closer look at diverging U.S. equity market and economic performance.

By Julian Cook & Eric Papesh

July 2020 / VIDEO

How Can China Remain a Key Growth Economy?

Rising debt and trade wars among key challenges.

By Wenli Zheng & Chris Kushlis

July 2020 / VIDEO

What’s driving Asia's booming consumption?

Positive tailwinds are changing EM for good.

By Chris Kushlis

Chris Kushlis Credit Analyst

July 2020 / VIDEO

Emerging Markets in the new decade

Why the future for EMs will be different from the past.

By Scott Berg & Andrew Keirle

July 2020 / POLICY INSIGHTS

The U.S. Dollar in 2020: Does the Buck Stop...

The U.S. Dollar in 2020: Does the Buck Stop Here?

The U.S. Dollar in 2020: Does the Buck Stop...

Four indicators of weakness could mean it is time to diversify

By Ken Orchard

Ken Orchard Portfolio Manager

July 2020 / INVESTMENT INSIGHTS

Countdown to Brexit: The Deadline for a Trade...

Countdown to Brexit: The Deadline for a Trade Deal Looms

Countdown to Brexit: The Deadline for a Trade...

Significant differences between the two sides remain

By Quentin Fitzsimmons & Tomasz Wieladek

July 2020 / INVESTMENT INSIGHTS

Getting the Most Out of Your U.S. Equity...

Getting the Most Out of Your U.S. Equity Allocation

Getting the Most Out of Your U.S. Equity...

A dynamic, diversified exposure could be the answer.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / POLICY INSIGHTS

Higher Tax Rates Expected in Biden Administrat...

Higher Tax Rates Expected in Biden Administration

Rise in corporate and personal taxes to finance domestic programs

By Katie Deal

Katie Deal Associate Analyst

July 2020 / INVESTMENT INSIGHTS

Seeking Upside Potential

Small-caps may offer better upside potential than value stocks

By Tim Murray

Tim Murray Capital Markets Analyst

July 2020 / NOTES FROM THE ROAD

Vietnam Shows a Way Through the Coronavirus...

Vietnam Shows a Way Through the Coronavirus Crisis

Vietnam Shows a Way Through the Coronavirus...

Frontier country positioned well by effective containment

By Oliver Bell & Leigh Innes

July 2020 / INVESTMENT INSIGHTS

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / VIDEO

Four Reasons Credit is Attractive Now

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

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / INVESTMENT INSIGHTS

Rising Tension Between U.S. and China Elevates...

Rising Tension Between U.S. and China Elevates Trading Issues

Rising Tension Between U.S. and China Elevates...

U.S. measures could increase oversight of Chinese companies

By Chris Kushlis, Eric Veiel & Katie Deal

July 2020 / VIDEO

Three Tips For a Recession?

Discover Yoram's top three tips to help investors remain calm amid current market...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

What To Watch in Unchartered Territory

What can investors expect in coming months and what should we watch in the markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility: Is the Worst Behind Us?

After March’s spike in volatility, what can we expect market reactions to be long-term?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility + Uncertainty – What Next for...

Volatility + Uncertainty – What Next for Equities and Bonds?

Volatility + Uncertainty – What Next for...

With a period of volatility going forwards, how do we expect equity and bond markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

Previous Quarter (Q2 2020) Hide

July 2020 / OUTLOOK

Caution remains despite credit market rebound

Fixed Income Quarterly Outlook Q3 2020.

By Arif Husain

Arif Husain Portfolio Manager

June 2020 / WEBCAST

Global Markets and the Implications for Asset...

Global Markets and the Implications for Asset Allocators - Q3 2020

Global Markets and the Implications for Asset...

Yoram Lustig discusses key asset allocation themes and ideas to help you position...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / WEBCAST

The outlook for Asian equities in H2 2020

Anh Lu shares her thoughts on the current market environment in Asia

By Anh Lu

Anh Lu Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Global Policy Rates Stuck in Lockdown

How interest rates could remain at emergency levels for a sustained period

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

June 2020 / VIDEO

Introduction: Global Focused Growth Equity...

Introduction: Global Focused Growth Equity Strategy Foundation

Introduction: Global Focused Growth Equity...

Introduction to the Global Focused Growth Equity Strategy with Dave Eiswert

By David J. Eiswert

David J. Eiswert Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Three Risks to Credit Markets This Summer

Why I’m becoming more cautious on corporate debt

By Ken Orchard

Ken Orchard Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK - June Insights

Global Asset Allocation: The View From The...

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / INVESTMENT INSIGHTS

China Becomes a Renewed Target in the 2020...

China Becomes a Renewed Target in the 2020 Election

China Becomes a Renewed Target in the 2020...

Tensions mount over key policy issues in wake of the pandemic

By Katie Deal

Katie Deal Associate Analyst

June 2020 / INVESTMENT INSIGHTS

Five Dimensions to Watch Amid U.S.-China...

Five Dimensions to Watch Amid U.S.-China Tensions

Five Dimensions to Watch Amid U.S.-China...

How rising U.S.-China tensions could unsettle markets

By Chris Kushlis

Chris Kushlis Credit Analyst

June 2020 / MARKET OUTLOOK

Managing to the Other Side

Four themes driving our Midyear Market Outlook

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

June 2020 / MARKETS & ECONOMY

How Will Your Assets Perform in the Next...

How Will Your Assets Perform in the Next Phase?

How Will Your Assets Perform in the Next...

It may not be how you expect

By Aadish Kumar

Aadish Kumar International Economist

June 2020 / MARKET OUTLOOK

Positive Signs for Japan’s Post-Coronavirus...

Positive Signs for Japan’s Post-Coronavirus Outlook

Positive Signs for Japan’s Post-Coronavirus...

The pandemic is fast-tracking change in corporate Japan

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Making Sense of Coronavirus for Asia Credit...

Making Sense of Coronavirus for Asia Credit Investing

Making Sense of Coronavirus for Asia Credit...

Asia credit has proved resilient amid the coronavirus pandemic

By Sheldon Chan

Sheldon Chan Porfolio Manager

June 2020 / INVESTMENT INSIGHTS

China Is Leading the Asian Recovery

As COVID-19 fizzles out, China reopens for business

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

The Active/Passive Debate in the Shadow of...

The Active/Passive Debate in the Shadow of Coronavirus: Cheap Might be...

The Active/Passive Debate in the Shadow of...

The corona crisis has taken the world by storm, shaking financial markets.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / INVESTMENT INSIGHTS

ESG Deepens Insights in European High Yield

How integrating ESG adds a valuable dimension to our investment process

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Have Stocks Become Too Expensive?

Despite dire forecasts, equity valuations remain reasonable

By Tim Murray

Tim Murray Capital Markets Analyst

June 2020 / INVESTMENT INSIGHTS

Governance: Private vs. Public Companies

Unique aspects of private investments require different level of stewardship.

By Donna Anderson

Donna Anderson Head of Corporate Governance

June 2020 / INVESTMENT INSIGHTS

How Coronavirus is Reshaping the Blue-Chip...

How Coronavirus is Reshaping the Blue-Chip Universe

How Coronavirus is Reshaping the Blue-Chip...

Defining potential winners and losers—near and longer term.

By Larry J. Puglia

Larry J. Puglia Portfolio Manager

June 2020 / VIDEO

Investing in Both Growth and Value May Be...

Investing in Both Growth and Value May Be Crucial Now

Investing in Both Growth and Value May Be...

Growth stocks have significantly outperformed value stocks, prompting investors to...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

June 2020 / INVESTMENT INSIGHTS

Fed Buying Corporates Is No Panacea

But global investment-grade corporate segments offer value

By Steven Boothe

Steven Boothe Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

How We’re Investing Through the Coronavirus...

How We’re Investing Through the Coronavirus Pandemic

How We’re Investing Through the Coronavirus...

While wide-ranging opportunities exist, selectivity is key

By Robert W. Sharps

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

May 2020 / INVESTMENT INSIGHTS

Looking at Emerging Market Bonds Through...

Looking at Emerging Market Bonds Through New Lenses

Looking at Emerging Market Bonds Through...

How recent developments could impact the asset class

By Andrew Keirle

Andrew Keirle Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Inflation Should Not Trouble Investors in...

Inflation Should Not Trouble Investors in the Near Term

Inflation Should Not Trouble Investors in...

Central bank money printing is supported by stable dynamics

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

28 May 2020 / WEBCAST

Navigating the Path Ahead in Asia

In this webinar, Eric Moffett shares his outlook for Asia ex-Japan markets.

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

May 2020 / PODCAST

Assessing the outlook for Asia

Eric Moffett discusses the outlook for Asia with Darius McDermott of FundCalibre

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

How the Dynamic Global Bond Strategy is Design...

How the Dynamic Global Bond Strategy is Designed to Help in Volatile Markets

How the Dynamic Global Bond Strategy is Designed...

Portfolio manager Arif Husain takes a look back at recent performance and discusses...

By Arif Husain

Arif Husain Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Valuing the Smaller Things

An asset allocation perspective on small- and mid-cap value

By Som Priestley & Christina Moore

May 2020 / INVESTMENT INSIGHTS

Q&A With David Eiswert

Dealing with the coronavirus pandemic and its impact on global equities

By David J. Eiswert

David J. Eiswert Portfolio Manager

27 May 2020 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK - May Insights

Global Asset Allocation: The View From The...

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Consensus Expectations May Be Overestimating...

Consensus Expectations May Be Overestimating the Recovery Trajectory

Consensus Expectations May Be Overestimating...

Returning to a “normalized” environment could take longer than many anticipate

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

The Eurozone Faces a Deep Recession, Not...

The Eurozone Faces a Deep Recession, Not a Debt Crisis

The Eurozone Faces a Deep Recession, Not...

Support from the ECB will offset the damage caused by the coronavirus

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

May 2020 / VIDEO

Three Investment Questions Clients are Asking

In this webinar replay, we discuss the 3 most frequently asked questions in clients'...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

Three Lessons We’ve Learned in Emerging Market...

Three Lessons We’ve Learned in Emerging Markets So Far

Central bank support and re-entering EM early are essential

By Samy Muaddi

Samy Muaddi Portfolio Manager

May 2020 / VIDEO

All Crises Come to an End

In this third video Yoram offers his top three tips for crisis investing.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Perfect Imperfection: Contrarian Investing...

Perfect Imperfection: Contrarian Investing During a Sell-Off

Perfect Imperfection: Contrarian Investing...

Rewards to be found without timing the market trough

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

May 2020 / INVESTMENT INSIGHTS

Investment Ideas for the Next 12 Months

Positioning your portfolio for the risks and opportunities ahead

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

Volatility and Recession

In this second video Yoram looks for good news amidst the economic gloom.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Fixed Income Outlook: Authorities in Crisis...

Fixed Income Outlook: Authorities in Crisis Management Mode

Fixed Income Outlook: Authorities in Crisis...

Financial markets were hit by four crises in the first quarter

By Arif Husain

Arif Husain Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Global Equity Outlook: Looking Beyond the...

Global Equity Outlook: Looking Beyond the Immediate Disruption

Global Equity Outlook: Looking Beyond the...

Although volatility and crises may cause near-term panic, it is important to look...

By David J. Eiswert

David J. Eiswert Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Japan Equity Outlook: Opportunities Amid...

Japan Equity Outlook: Opportunities Amid Volatility

Japan Equity Outlook: Opportunities Amid...

Despite a large sell off, Japan appears to have fared better than developed markets...

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

The Five Stages of a Market Crisis

From denial to acceptance

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

No Normal Cycle, No Normal Recession

The short- and longer-term implications of the coronavirus on global equities

By Laurence Taylor

Laurence Taylor Portfolio Specialist

May 2020 / VIDEO

Three Stages of a Crisis

Yoram Lustig takes us through the three main stages of a crisis

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / WEBCAST

Technology and Coronavirus: The Digitalisation...

Technology and Coronavirus: The Digitalisation of the Economy Gathers Steam

Technology and Coronavirus: The Digitalisation...

Alan Tu shares the tech team’s latest insights

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Oil Shock Requires Deft Investing Touch

Selectivity is critical to positioning for energy’s recovery rally

By Shawn T. Driscoll

Shawn T. Driscoll Portfolio Manager

May 2020 / VIDEO

The Market Is Pricing In A Long Recovery

Investors may be wondering, “What is the market pricing in with respect to how we...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

May 2020 / PODCAST

The Crisis Playbook: Global Focused Growth...

The Crisis Playbook: Global Focused Growth Equity Strategy

The Crisis Playbook: Global Focused Growth...

Global Focused Growth Equity Strategy Update

By David J. Eiswert

David J. Eiswert Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

EM Corporate Debt’s Time Has Come

Its role in investor portfolios is set to expand

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2020 / INVESTMENT INSIGHTS

Where Does Value Investing Go From Here?

Three key principles for investing in a postcrisis world

By John Linehan

John Linehan Portfolio Manager

April 2020 / WEBCAST

After the Oil Shock: Insights on the Energy...

After the Oil Shock: Insights on the Energy Sector

After the Oil Shock: Insights on the Energy...

Our panel of energy sector experts discuss a range of questions

By Shawn T. Driscoll, Ryan Hedrick & Rodney Rayburn

April 2020 / INVESTMENT INSIGHTS

Coronavirus: The Signals to Watch

How the virus is changing health care investing

By Ziad Bakri, CFA, MD

Ziad Bakri, CFA, MD Portfolio Manager

April 2020 / WEBCAST

Global Markets and the Implications for Asset...

Global Markets and the Implications for Asset Allocators - Q2 2020

Global Markets and the Implications for Asset...

Discover the latest themes to drive markets in the coming months

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2020 / INVESTMENT INSIGHTS

Crisis Playbook (Part III)—The Acceleration...

Crisis Playbook (Part III)—The Acceleration of Adoption

Crisis Playbook (Part III)—The Acceleration...

Today’s environment will act as a powerful catalyst for change

By David J. Eiswert

David J. Eiswert Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

The Federal Reserve: Central Banker to the...

The Federal Reserve: Central Banker to the World

The Federal Reserve: Central Banker to the...

Why the Fed’s policy responses have implications for global financial markets

By Arif Husain

Arif Husain Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK: April Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2020 / INVESTMENT INSIGHTS

Coronavirus Pandemic Could Shift Health,...

Coronavirus Pandemic Could Shift Health, Economic Agenda

Coronavirus Pandemic Could Shift Health,...

Democratic reforms likely delayed until crisis recedes

By Katie Deal

Katie Deal Associate Analyst

April 2020 / VIDEO

Strategy Introduction: US Large-Cap Core...

Strategy Introduction: US Large-Cap Core Equity

Strategy Introduction: US Large-Cap Core...

US Large-Cap Core Equity Strategy Update

By Jeff Rottinghaus

Jeff Rottinghaus Portfolio Manager

April 2020 / VIDEO

Why Knowing the Absolute Market Bottom Doesn’t...

Why Knowing the Absolute Market Bottom Doesn’t Matter

Why Knowing the Absolute Market Bottom Doesn’t...

We have analysed previous significant market sell-offs over the past 90 years

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

April 2020 / INVESTMENT INSIGHTS

Will China Lead the Post-Coronavirus Economic...

Will China Lead the Post-Coronavirus Economic Recovery?

Will China Lead the Post-Coronavirus Economic...

Yes, China should be the first economy to improve

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: April Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2020 / INVESTMENT INSIGHTS

EM Debt Outlook Improves Following Extreme...

EM Debt Outlook Improves Following Extreme Volatility

EM Debt Outlook Improves Following Extreme...

EM debt could form a profitable investment over the medium- to longer-term despite...

By Michael Conelius

Michael Conelius Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Positioning for Recovery Amid Uncertainty

Until things stop getting worse, we expect a bumpy ride

By Tim Murray

Tim Murray Capital Markets Analyst

April 2020 / WEBCAST

Assessing the Coronavirus Impact on the US

US Large-Cap Growth Equity Strategy Update

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

High Yield Investing During Volatile Times

Spread levels can signal attractive return potential

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

A Multi-Asset Perspective on High Yield

There are potential opportunities when spreads are wide or tight

By Lowell Yura & Max Yu

April 2020 / INVESTMENT INSIGHTS

Five Rules for Investing During the Coronaviru...

Five Rules for Investing During the Coronavirus Outbreak

Five Rules for Investing During the Coronavirus...

Pitfalls to avoid and opportunities to seek

By Justin Thomson

Justin Thomson Chief Investment Officer, International Equities

April 2020 / INVESTMENT INSIGHTS

Aggressive Fed Actions Address Illiquidity

Liquidity has improved enough to support credit stabilization

By Adam Marden

Adam Marden Multi-Asset Investment Analyst

Q1 2020 Show

March 2020 / INVESTMENT INSIGHTS

How a Recession Will Impact Bond Markets

Treasury yields may hit a bottom and credit spreads could peak very soon

By Ken Orchard

Ken Orchard Portfolio Manager

March 2020 / WEBCAST

Global Focused Growth Equity update with...

Global Focused Growth Equity update with David Eiswert

Discover David Eiswert's most recent webinar

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Four Phases of Credit Crisis Present Risks...

Four Phases of Credit Crisis Present Risks and Opportunities

Seeking promising value, including fallen angels, in phase three

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

March 2020 / INVESTMENT INSIGHTS

Recession 2020—Deep but Short

Tracking the COVID-19 shock

By Alan Levenson

Alan Levenson Chief Economist

March 2020 / INVESTMENT INSIGHTS

Please Be Seated: We Are Crossing a Zone...

Please Be Seated: We Are Crossing a Zone of Turbulence

Most investors’ true investment horizons are far longer than the next few months.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

March 2020 / INVESTMENT INSIGHTS

Crisis Playbook (Part II)—The Power of "Stop...

Crisis Playbook (Part II)—The Power of "Stop Getting Worse"

Looking beyond to find the best outcomes for clients

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2020 / VIDEO

Japan Equities webinar replay

Archibald Ciganer discusses his thoughts on the short and medium term outlook for...

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Oil Market Volatility Likely to Continue

Finding opportunities among high-quality commodity producers

By Shawn T. Driscoll

Shawn T. Driscoll Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

It's Time to Start Thinking About the Postcris...

It's Time to Start Thinking About the Postcrisis World

Fundamental research can help identify risks and opportunities

By Robert W. Sharps

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

March 2020 / INVESTMENT INSIGHTS

Japanese Equities - An Asset Class Familiar...

Japanese Equities - An Asset Class Familiar With Volatility

While unsettling, uncertainty can help to affirm investment conviction

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

March 2020 / VIDEO

Four Stages of a Credit Crisis and Where...

Four Stages of a Credit Crisis and Where We are Now

Four Stages of a Credit Crisis and Where...

It’s time to engage in phase three

By Mark Vaselkiv

Mark Vaselkiv Chief Investment Officer, Fixed Income

March 2020 / INVESTMENT INSIGHTS

Changes the Asset Allocation Committee Has...

Changes the Asset Allocation Committee Has Made

Amid the volatility, we remain disciplined in our process.

By T. Rowe Price

T. Rowe Price

March 2020 / VIDEO

Liquidity in Fixed Income Markets

Markets are facing three concurrent and highly related crises at the same time

By Andrew McCormick

Andrew McCormick Head of Fixed Income

March 2020 / INVESTMENT INSIGHTS

The Rise of Green Bonds

Why investors should take a closer look at the green bond market.

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Health Care in Crosshairs of Democratic Presid...

Health Care in Crosshairs of Democratic Presidential Race

Significant changes are likely, but not fundamental overhaul

By Katie Deal

Katie Deal Associate Analyst

March 2020 / POLICY INSIGHTS

T. Rowe Price's Strategic Investing Approach

Discipline that has brought long-term rewards.

By T. Rowe Price

T. Rowe Price

March 2020 / INVESTMENT INSIGHTS

Strong Fiscal Response Needed After Fed Moves...

Strong Fiscal Response Needed After Fed Moves on Liquidity

Investors fear central banks have reached the limit of their influence.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2020 / INVESTMENT INSIGHTS

Global Equities: Embracing Uncertainty

Using our knowledge, experience, and resources to find the best outcome for clients.

By Scott Berg

Scott Berg Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: March Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

March 2020 / VIDEO

Is ESG a Fad?

Find out Maria’s thoughts on the importance of ESG integration

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2020 / VIDEO

What’s the Best Source of ESG data?

Learn which data sources and models Maria thinks can be an addition to the research...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2020 / INVESTMENT INSIGHTS

How Large‑Cap Stock Investors Can Adapt to...

How Large‑Cap Stock Investors Can Adapt to a Slowing Economy

While caution is warranted, cyclical opportunities exist.

By Joseph Fath & Mark S. Finn

March 2020 / VIDEO

What Coronavirus Means for Markets Now and...

What Coronavirus Means for Markets Now and Longer-Term

Find out how our portfolio managers are carefully implementing proactive ideas

By Robert W. Sharps

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

March 2020 / INVESTMENT INSIGHTS

Asia Equities: Looking Beyond the Coronavirus

Volatility may provide longer-term investors with opportunities

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

March 2020 / POLICY INSIGHTS

T. Rowe Price’s Strategic Investing Approach...

T. Rowe Price’s Strategic Investing Approach Has Benefited Our Results

Discipline has brought long-term rewards for clients.

By T. Rowe Price

T. Rowe Price

March 2020 / VIDEO

Coronavirus: Analysing the Longer-term Prospec...

Coronavirus: Analysing the Longer-term Prospects for Asian Companies

Coronavirus: Analysing the Longer-term Prospects...

By Anh Lu

Anh Lu Portfolio Manager

March 2020 / BLOG

Crisis Playbook - The Fear of Loss and Regret

Approaching the challenges and potential opportunities of market volatility

By David J. Eiswert

David J. Eiswert Portfolio Manager

February 2020 / INVESTMENT INSIGHTS

SARS Is Not a Model for Coronavirus

Drawing parallels between the two outbreaks is tempting but risky

By Chris Kushlis & Tomasz Wieladek

February 2020 / INVESTMENT INSIGHTS

Coronavirus Concerns Shift to New Outbreak...

Coronavirus Concerns Shift to New Outbreak Areas

Spread of virus and policy responses will govern long-term impact

By Chris Kushlis

Chris Kushlis Credit Analyst

February 2020 / INVESTMENT INSIGHTS

COVID‑19 and Fixed Income Markets

How the coronavirus outbreak could impact bond investors.

By Ken Orchard

Ken Orchard Portfolio Manager

February 2020 / INVESTMENT INSIGHTS

Phase One China Trade Deal: Key Issues Unreso...

Phase One China Trade Deal: Key Issues Unresolved Until After U.S. Election

Temporary détente suggests tensions could escalate

By Katie Deal

Katie Deal Associate Analyst

February 2020 / INVESTMENT INSIGHTS

Is There Going to Be a Eurozone Recession...

Is There Going to Be a Eurozone Recession in 2020?

The traditional leading indicators are saying different things

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

February 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: February Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2020 / INVESTMENT INSIGHTS

U.S. Growth Outperformance Likely to Continue

By Tim Murray

Tim Murray Capital Markets Analyst

6 February 2020 / VIDEO

Global Markets and the Implications for Asset...

Global Markets and the Implications for Asset Allocators - Q1 2020

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2020 / INVESTMENT INSIGHTS

Why Deleveraging Is The True Culprit Weighing...

Why Deleveraging Is The True Culprit Weighing On Global Growth

Fears over “secular stagnation” appear to be overdone.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2020 / INVESTMENT INSIGHTS

Coronavirus: Markets Likely to Remain On...

Coronavirus: Markets Likely to Remain On Edge in the Near Term

Duration and spread of virus will govern longer‑term impact.

By Chris Kushlis

Chris Kushlis Credit Analyst

February 2020 / INVESTMENT INSIGHTS

North American Trade Pact: More Certainty,...

North American Trade Pact: More Certainty, Muted Impact

Agreement offers political points for both parties.

By Katie Deal

Katie Deal Associate Analyst

February 2020 / VIDEO

Webinar Replay - Disruption 4.0: Tech Innovati...

Webinar Replay - Disruption 4.0: Tech Innovation Persists In Unlocking Capacity

By David J. Eiswert

David J. Eiswert Portfolio Manager

January 2020 / INVESTMENT INSIGHTS

Quarterly Outlook: Reflation Theme Gains...

Quarterly Outlook: Reflation Theme Gains Momentum

Quarterly Outlook: Reflation Theme Gains...

By Arif Husain

Arif Husain Portfolio Manager

January 2020 / INVESTMENT INSIGHTS

Quarterly Outlook: Receding Tail Risks Support...

Quarterly Outlook: Receding Tail Risks Support Equity Markets

Quarterly Outlook: Receding Tail Risks Support...

By David J. Eiswert

David J. Eiswert Portfolio Manager

January 2020 / INVESTMENT INSIGHTS

Quarterly Outlook: Easing Trade Tensions...

Quarterly Outlook: Easing Trade Tensions Boost Japan's Prospects

Quarterly Outlook: Easing Trade Tensions...

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

January 2020 / INVESTMENT INSIGHTS

Investment Ideas for a New Decade

The 2020s will present clients with a different set of challenges.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2020 / video

Navigating Global Equities in 2020

By Laurence Taylor

Laurence Taylor Portfolio Specialist

January 2020 / Investment Insights

Why I Am Still Confident in Emerging Markets

By Scott Berg

Scott Berg Portfolio Manager

January 2020 / video

US Large Cap Growth Equity Strategy - Introduc...

US Large Cap Growth Equity Strategy - Introduction video

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

January 2020 / video

Global Growth Equity Strategy - Introduction...

Global Growth Equity Strategy - Introduction video

By Scott Berg

Scott Berg Portfolio Manager

January 2020 / video

Asian Opportunities Equity Strategy - Introduc...

Asian Opportunities Equity Strategy - Introduction video

By T. Rowe Price

T. Rowe Price

January 2020 / video

Untapping Inefficiencies in US Smaller Compani...

Untapping Inefficiencies in US Smaller Companies

By Curt Organt

Curt Organt Portfolio Manager

January 2020 / Investment Insights

Global Asset Allocation: January Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2020 / Investment Insights

Will the Reflation Theme Continue in 2020?

By Arif Husain

Arif Husain Portfolio Manager

January 2020 / video

Finding Fortune in the Forgotten in Emerging...

Finding Fortune in the Forgotten in Emerging Markets

By Haider Ali

Haider Ali Associate Portfolio Manager

January 2020 / Investment Insights

Still Comfortable Being Uncomfortable

By David J. Eiswert

David J. Eiswert Portfolio Manager

January 2020 / Investment Insights

Reverse Yankees Are on the Rise

By David Stanley

David Stanley Portfolio Manager

January 2020 / Investment Insights

Utilities: A Potential New Growth Sector

By David Giroux

David Giroux Portfolio Manager

January 2020 / Investment Insights

Will ESG Factors Lead a Flight Back to Active...

Will ESG Factors Lead a Flight Back to Active Investing in Japan?

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

Q4 2019 Show

December 2019 / Investment Insights

Saudi Arabia Continues Along Its Reform Path

By Seun Oyegunle, CFA

Seun Oyegunle, CFA Portfolio Manager

December 2019 / Investment Insights

Why I’m More Positive on Global Growth

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

December 2019 / Investment Insights

Global Asset Allocation: December Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

December 2019 / Investment Insights

China Outlook: Stabilization First, Improving...

China Outlook: Stabilization First, Improving Later

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2019 / Investment Insights

Will 2020 Be the Year of Securitized Credit?

By Ken Orchard

Ken Orchard Portfolio Manager

December 2019 / Investment Insights

As Japan Looks to the Future, Productivity...

As Japan Looks to the Future, Productivity Is the Key

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2019 / Investment Insights

Georgia Leading the Way on Governance

By Peter Botoucharov

Peter Botoucharov Emerging Market Credit Analyst

December 2019 / Investment Insights

Countdown to Brexit: Conservative Win Paves...

Countdown to Brexit: Conservative Win Paves Way for UK Exit

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

December 2019 / Investment Insights

Prospects for a Shift Back to Value

By Sebastien Mallet

Sebastien Mallet Portfolio Manager

December 2019 / Investment Insights

Comfortable With the Uncomfortable

By David Giroux, Justin Thomson & Mark Vaselkiv

December 2019 / Investment Insights

Cognitive Diversity Investing in a Better...

Cognitive Diversity Investing in a Better Approach

By Samy Muaddi

Samy Muaddi Portfolio Manager

December 2019 / Investment Insights

“Intelligent Augmentation”: IA Instead of...

“Intelligent Augmentation”: IA Instead of AI

By Robert W. Sharps

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

December 2019 / Investment Insights

Looking Beyond Negative Yields

By Steven Boothe

Steven Boothe Portfolio Manager

December 2019 / video

Looking Under the Bonnet of EM

By Samy Muaddi

Samy Muaddi Portfolio Manager

December 2019 / Investment Insights

A New Era of Active Management Looms

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2019 / video

EM Corporate Bond: how we invest

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / video

Frontier Markets: Notes From The Road

By Oliver Bell

Oliver Bell Portfolio Manager

November 2019 / Investment Insights

Five Trends Shaping Markets In 2020 - And...

Five Trends Shaping Markets In 2020 - And How to Respond

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2019 / Investment Insights

Emerging Markets Corporate Bonds: The Active...

Emerging Markets Corporate Bonds: The Active Opportunity

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / Investment Insights

Emerging Markets Corporate Bonds: A compelling...

Emerging Markets Corporate Bonds: A compelling risk-return trade-off

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / Investment Insights

When the Going gets Tough: The Resilience...

When the Going gets Tough: The Resilience of EM Corporate Debt

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / video

The Downside Resilience of Emerging Markets...

The Downside Resilience of Emerging Markets Corporate Debt

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / video

The Active Opportunity in EM Corporates

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / video

Why Emerging Markets Corporate Bonds?

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / video

Halloween: Was it trick or treat? Global...

Halloween: Was it trick or treat? Global Asset Allocation Viewpoint: Q4 2019 webinar

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2019 / Investment Insights

Global Asset Allocation: November Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2019 / video

Emerging Markets Corporate Bonds: Attractive...

Emerging Markets Corporate Bonds: Attractive Return vs. Risk

By Samy Muaddi

Samy Muaddi Portfolio Manager

19 November 2019 / video

Emerging Markets 2020 – Time to Re-engage?

By Ernest Yeung

Ernest Yeung Portfolio Manager

November 2019 / Investment Insights

Three Credit Investment Ideas to Consider...

Three Credit Investment Ideas to Consider if Reflation Occurs

By Saurabh Sud & Arif Husain

November 2019 / Investment Insights

Rwanda’s Remarkable Transformation

By Iona Dent

Iona Dent Associate Analyst

November 2019 / video

Is There An End to the Bull Run Approaching?

By Laurence Taylor

Laurence Taylor Portfolio Specialist

November 2019 / video

Our Advantage in Emerging Markets

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / Investment Insights

Three Benefits of Emerging Market Corporate...

Three Benefits of Emerging Market Corporate Bonds

By Samy Muaddi

Samy Muaddi Portfolio Manager

November 2019 / Investment Insights

Market Uncertainty—Never Comfortable But...

Market Uncertainty—Never Comfortable But Potentially Profitable

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

November 2019 / Investment Insights

Global Economy Appears Poised to Rebound

By Christopher Brown

Christopher Brown Portfolio Manager

November 2019 / Investment Insights

Do Yield Curve Inversions Still Predict Recess...

Do Yield Curve Inversions Still Predict Recessions in the Age of QE?

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

November 2019 / Investment Insights

Neglected Assets May be Set for a Comeback

By Ken Orchard

Ken Orchard Portfolio Manager

November 2019 / Investment Insights

In Emerging Markets, Does it Pay to Worry...

In Emerging Markets, Does it Pay to Worry about ESG Factors?

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

By Ernest Yeung

Ernest Yeung Portfolio Manager

November 2019 / Investment Insights

Countdown to Brexit: Will a Christmas Election...

Countdown to Brexit: Will a Christmas Election Deliver Clarity?

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

October 2019 / Outlook

Assessing Abenomics Against a Backdrop of...

Assessing Abenomics Against a Backdrop of Trade War Rhetoric

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

October 2019 / Outlook

Global Equities: Heading Toward a Macroeconomi...

Global Equities: Heading Toward a Macroeconomic Crossroad

By David J. Eiswert

David J. Eiswert Portfolio Manager

October 2019 / Outlook

Growth Expectations and Central Bank Stimulus...

Growth Expectations and Central Bank Stimulus Guide Risk Sentiment

By Arif Husain

Arif Husain Portfolio Manager

October 2019 / Blog

Will the Past Repeat itself in a Disrupted...

Will the Past Repeat itself in a Disrupted World? (Don’t Look Back in Anger)

By Laurence Taylor

Laurence Taylor Portfolio Specialist

October 2019 / Investment Insights

EM Debt Reveals its Strength as a Growth...

EM Debt Reveals its Strength as a Growth Asset

By Benjamin Robins

Benjamin Robins Portfolio Specialist

October 2019 / Investment Insights

Should Investors Continue to Ignore Inflation?

By Arif Husain

Arif Husain Portfolio Manager

October 2019 / Investment Insights

Shopping for investment opportunities in...

Shopping for investment opportunities in Latin America

By Paulina Amieva

Paulina Amieva Equity Investment Analyst

October 2019 / Investment Insights

Growing Potential in Agriculture

By Jon Hussey

Jon Hussey Equity Research Analyst, Paper and Forest Industry

October 2019 / Investment Insights

Investing in Health Sciences Breakthrough...

Investing in Health Sciences Breakthrough Therapies

By Ziad Bakri, CFA, MD

Ziad Bakri, CFA, MD Portfolio Manager

October 2019 / Blog

Disruptive Companies’ Power to Shake up the...

Disruptive Companies’ Power to Shake up the Market

By David J. Eiswert

David J. Eiswert Portfolio Manager

October 2019 / video

Asia: Looking Beyond Macro Uncertainties

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

October 2019 / Investment Insights

High Yield Bond Opportunities Are Going Global

By Mark Vaselkiv & Michael Della Vedova

October 2019 / Investment Insights

High Quality Diversification Benefits of...

High Quality Diversification Benefits of Asia Credit

By Samy Muaddi

Samy Muaddi Portfolio Manager

October 2019 / Investment Insights

Emerging Markets: Reward or Risk?

By Andrew Keirle, Eric C. Moffett & Scott Berg

October 2019 / Investment Viewpoint

Growth Stocks Setting The Pace for Global...

Growth Stocks Setting The Pace for Global Equities

By Hari Balkrishna

Hari Balkrishna Associate Portfolio Manager, Global Growth Equity Strategy

October 2019 / Investment Insights

Global Asset Allocation: October Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2019 / Investment Insights

Select Opportunities in Europe Amid More...

Select Opportunities in Europe Amid More Volatile Markets

By Dean Tenerelli

Dean Tenerelli Portfolio Manager

October 2019 / Investment Insights

Incumbent Firms Change Course to Counter...

Incumbent Firms Change Course to Counter Tech Disruption

By Robert W. Sharps

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

October 2019 / Investment Insights

Central Banks Are Not Pushing on a String

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2019 / Investment Insights

E-commerce Disrupts Retail-Related Bonds

By Carson Dickson

Carson Dickson Credit Analyst, High Yield Debt

September 2019 / Blog

Secular Risk: the Way the World is Changing

By David J. Eiswert

David J. Eiswert Portfolio Manager

Q3 2019 Show

September 2019 / Investment Insights

"Linchpin" Semiconductor Firms Are Propelling...

"Linchpin" Semiconductor Firms Are Propelling Innovation

By Alan Tu & Dom Rizzo

September 2019 / Investment Insights

The Quest for Defense

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

September 2019 / Blog

A Disrupted Market Leading to Deflationary...

A Disrupted Market Leading to Deflationary Progress

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2019 / Investment Insights

Countdown to Brexit: The Battle Intensifies

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

September 2019 / Blog

Disruption Driving Dispersion among Equities

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2019 / Investment Insights

Finding Sustainable Sources of Excess Returns

By Scott Berg

Scott Berg Portfolio Manager

September 2019 / Investment Insights

China’s Long-Term Opportunity Remains Compelli...

China’s Long-Term Opportunity Remains Compelling

By Chris Kushlis, Eric C. Moffett & Sheldon Chan