T. Rowe Price Insights^®

MarketScene^®

Read T. Rowe Price's MarketScene^® for straightforward market intelligence you can share with clients and use to inform your investment decisions.

Target Date Solutions

Our Target Date Solutions are informed by deep experience with how markets and investors behave. As target date leaders, we go further to understand the full story.

Our collected views on Global Equities

See all our thinking and philosophy about Global Equities in one place.

Next Generation Thinking

Value-add tools and resources to help you incorporate innovative and actionable insights into your practice.

Our collected views on Global Fixed Income

See all our thinking and philosophy about Global Fixed Income in one place.

Our collected views on Retirement Income

See all of our thinking and philosophy on Retirement Income in one place.

Our collected views on Defined Contribution

Resources for Defined Contribution (DC) in one place.

This Quarter (Q2 2019) Hide

Market Review

Global Markets Weekly Update

Review current performance analyses and weekly statistics for stock and bond markets in the U.S. and abroad. Read More

Market Review

May 2019 Monthly Market Review

Stay informed about global economic development and our perspective on market conditions. Read More

Asset Allocation Viewpoints

In the current investing environment, discover how our Asset Allocation Committee is positioning their portfolios. Read More

Global Economics

Why We Need to Take Modern Monetary Theory Seriously

Critics have dismissed modern monetary theory as unworkable, but its appeal to voters means that it could have widespread influence. Read More

Global Equity

Better, Quicker, Cheaper: AI and Big Data Create New Opportunities in the Cloud

The cloud continues to upend the software industry as it moves into areas such as AI and big data. Read More

Frontier Markets

Argentina at a Crossroads

We met with the management teams of several promising investments which can weather the potential turbulence ahead. Read More

Global Economics

No Winners From an Extended U.S.-China Trade War

No Winners From an Extended U.S.-China Trade War An extended U.S.-China trade war will be bad news for almost everybody.Read More

Fixed Income

Secular Risk Creates New Opportunities in High Yield Bonds

The technology innovation in the U.S. economy is creating a new generation of companies for high yield bond investors. Read More

Fixed Income

Much Maligned Bank Loans Deserve a Closer Look

Bank loans, supported by both fundamental and technical factors, appear to offer relative value despite some risks. Read More

From Our Global Fixed Income Team

Is This the End of Quantitative Tightening?

At a time when global growth is already under close scrutiny, the threat of trade tariffs has returned. Read More

Global Equities

Technology Sector Retains Powerful Momentum

Scott Berg shares why he thinks the technology sector is going from strength to strength. Read More

Stable Value

Three Reasons Why You Should Consider Stable Value for Your Plan Lineup

Plans and participants have benefited from investing in stable value during both falling rate and rising rate environments. Read More

Retirement Pulse: Helping Workers Prepare for Successful Retirements

Our research shows that retired workers are faring better than current workers expect to fare, and better than what they had expected themselves. Read More

U.S. Fixed Income

Focus on Shorter-Duration Credit Exposure

Frontier Markets

Spotlight on Bangladesh, Myanmar, and Vietnam

A recent research trip took us on a tour of Bangladesh, Myanmar, and Vietnam, where we are finding attractive investment opportunities across a range of companies. Read More

U.S. Fixed Income

Fed Considering Policy Changes

Stubbornly low inflation may cause the Fed to consider "makeup" strategies, while dispensing with the "dot plot." Read More

Japan Equities

Three Market Drivers for the Next Three Years

A closer look at three structural market drivers that we believe could underpin returns for years to come. Read More

Fixed Income

The Fed's Stealth Rate Cut

The Fed's dovish turn has produced looser financial conditions, acting as a rate cut without the Fed actually cutting rates. Read More

Fixed Income

Signs Point to Slowing Capex

Trends among investment-grade corporate issuers, including slowing earnings growth, should slow capex in the asset class. Read More

Planning for Retirement Health Care Costs

While one of employees' biggest fears about retirement is not being able to afford quality health care, many fail to integrate health care planning into a holistic retirement savings strategy. Read More

On Retirement

Breaking Down Health Care Expenses in Retirement

Given that health care costs are incurred over time, it makes sense to view them as an ongoing regular budget item. Read More

Sustainable Investing

Environmental, Social, and Governance 2018 Report

We have an obligation to understand the long-term sustainability of the companies in which we invest, which is why environmental, social, and governance (ESG) factors are key considerations in our investment approach. Read More

Sustainable Investing

Understanding the Water-Energy-Food Nexus

The Water-Energy-Food Nexus is a valuable lens to analyze the impact of environmental dynamics on company performance. Read More

Emerging Markets Equity

South African Domestically Focused Companies at an Inflection Point

A view confirmed during our recent South Africa research tour is that the bar appears to be set low for a positive surprise. Read More

From Our Global Fixed Income Team

The Adverse Effects of Low Interest Rates

The implications of low interest rates on fixed income markets. Read More

U.S. Equities

Identifying the U.S. Equity Market's Quiet Achievers

The reward for finding those quiet achieving companies we call power growth compounders is potentially significant. Read More

Emerging Markets

Why EM Debt Can Continue to Challenge the Doubters

We are confident that emerging markets (EM) can continue to overcome common investor concerns and perform in different environments. Read More

On Retirement

A New Way to Calculate Retirement Health Care Costs

We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them. Read More

On Global Fixed Income

Weak Eurozone Data Boost Central and Eastern Europe

Weak Eurozone Data Boost Central and Eastern Europe A combination of strong local growth and a dovish eurozone is a boost for investors in Central and Eastern Europe.Read More

On Macroeconomics

Fears Over A Recession Are Likely Exaggerated

Fears Over A Recession Are Likely Exaggerated Growth will continue to slow for the next six months or so, but a recovery should follow.Read More

On Fixed Income

Finding Opportunities in Investment-Grade Credit

In the current late-cycle environment, strong security selection matters more than ever in investment-grade corporate bonds. Read More

Market Events

Countdown to Brexit—A Few Days (or Possibly a Year) to Go

Countdown to Brexit—A Few Days (or Possibly a Year) to Go Short and long extensions to Brexit are both possible, as is no extension at all.Read More

On U.S. Equities

How You Can Employ a Deft Tax-Efficient Strategy

Investors may enhance their after-tax mutual fund returns by using asset location and tax-efficient investing strategies. Read More

Barron's Mutual Fund Profile

The Secret to David Eiswert's Global Stock Success

T. Rowe Price employs 158 equity analysts worldwide, and Eiswert has access to every one of them. Read More

On Global Equity

The Catalysts Set to Drive Frontier Markets

We have identified three catalysts that could drive a turnaround in frontier market performance over the remainder of 2019. Read More

On Municipal Bonds

The Advantage of Active Management in the Municipal Market

We believe muni investors are better served with actively managed portfolios that take advantage of credit research. Read More

On Emerging Markets

China A-shares Look Increasingly Attractive

China's A-share market is currently trading at near-historic lows. Find out why we think there is opportunity. Read More

On Global Equities

Goldilocks and the Bears—Innovation, Disruption, and the End of the "Virtuous" Cycle

Find out why being on the right side of change is more important than ever, according to David Eiswert. Read More

From Our Global Fixed Income Team

When Inflation Offers Relative Value Opportunities

How global inflation trends could impact fixed income markets. Read More

Previous Quarter (Q1 2019) Hide

Asset Allocation Committee Strategy

The T. Rowe Price Asset Allocation Committee evaluates the relative attractiveness of major asset classes over a 6- to 18-month time horizon. Read More

Market Review

First Quarter 2019 Market Review

Read perspectives on economic and market events for the past quarter. Read More

On U.S. Equities

Intriguing Opportunities in Heath Care and Utilities

The US Large-Cap Core Fund offers a concentrated portfolio fed by T. Rowe Price analysts' highest-conviction ideas. Read More

On Emerging Markets

Mexico's New Deal

Find out what is happening with the new government in Mexico. Read More

On Japanese Equity

Japanese Banks Are Cheap—But for Good Reason

Decade-low valuations are not enough to change our zero exposure to Japanese banks. Read More

On U.S. Equities

Broad Portfolio Diversification Is Key to Moderating Risk

The Diversified Mid-Cap Growth Fund's objective is to properly manage risk while seeking to outperform competitors over time. Read More

From the Asset Allocation Committee

EM Stocks Poised to Benefit From Fed Pause

We have increased the allocation to EM stocks in T. Rowe Price multi-asset portfolios, which are now overweight EM equities. Read More

Retirement Pulse: Incorporating Behavioral Risk Preferences in Retirement Income Strategy Design

Design of retirement income strategies should consider multiple factors, including investment-, investor-, and product-specific characteristics. Read More

On Fixed Income

Inside the Engine Room of EM Local Currency Debt

Find out why emerging markets local currency debt can enhance your portfolio. Read More

On Emerging Markets

Peru Accelerates, While Colombia Seeks to Gain Footing

Our visit to Peru and Colombia fortified our view that these countries are growing and under good economic management. Read More

On Japan Equities

Crisis-Level Equity Valuations Do Not Reflect Japan's Potential

Crisis-level valuations mean now is an exciting entry point to invest in Japanese equities. Read More

On Global Fixed Income

Will Central Banks Keep Fueling the Rally?

Will Central Banks Keep Fueling the Rally? Central bank dovishness may extend the risky rally into next year–but other outcomes are also possible.Read More

On Fixed Income

Will the Fed Pause End With a Rate Cut?

Our view is that the Fed's next move will be a rate cut, so we are positioning our portfolios for a steeper yield curve. Read More

Retirement Pulse: What DC Plan Sponsors Prefer Retiring Participants Do and Why It Matters

According to T. Rowe Price research, only 17.8% of DC plan sponsors prefer participants to leave their plans at retirement. Read More

On Global and Technology Strategies

Technological Innovation and Disruption

Powerful tech trends include the growth of media platforms and the rise of artificial intelligence. Read More

On Fixed Income

China's Bond Market Opens For Business

The inclusion of Chinese local bonds in the Bloomberg Barclays Global Aggregate Bond Index will add diversity to the global bond market. Read More

On Macroeconomics

Preparing for a Populist Future

An extended period of populism could bring policies that lead to high inflation, fiscal deficits, and slower capital formation. Read More

On Capital Markets

Navigating Global Disruptive Forces

An increasing number of companies face secular risk from disruptive forces that could impede earnings growth and impact stock valuations. Read More

U.S. Equity Mutual Funds

The T. Rowe Price Strategic Investing Approach

An extensive study by T. Rowe Price shows that we excelled through the many market environments of the past two decades... Read More

Going Beyond the Numbers

Cognitive Diversity Oﬀers a Better Approach to Emerging Markets Investing

For Samy Muaddi, an investment professional at T. Rowe Price, identifying the best investment ideas in emerging markets requires a global group of analysts whose experiences and backgrounds help to inform their fundamental analysis. Read More

Retirement Pulse: Living in Retirement

New research from T. Rowe Price finds that retirees who were (or currently are) participants in 401(k) plans are generally happy and optimistic about their futures. Read More

On U.S. Fixed Income

Is the U.S. Housing Market Slowdown Cause for Alarm?

On U.S. Fixed Income

Will Recent Credit Market History Repeat?

We favor caution on risk asset exposure following the sell-off in late 2018, preferring shorter-maturity debt. Read More

U.S. Equities

Investing in All-Season Large-Cap Growth Stocks

Larry Puglia, manager of the Blue Chip Growth Fund, discusses his consistent approach, and his market outlook. Read More

From Our Global Fixed Income Team

Fresh Hope For the Global Economy?

Major central banks that tightened liquidity conditions in 2018 are now signaling a pause, offering fresh hope for investors. Read More

Sales Tools

Using Monte Carlo Analysis to Help Clients Prepare for the Future

By utilizing Monte Carlo analysis, advisors can help clients understand how the decisions they make today can affect their retirement income tomorrow. Read More

Retirement Pulse: When to Consider a Roth Conversion

Converting a Traditional IRA to a Roth account affords investments tax diversification and the benefit of tax-free distributions in retirement. Read More

Retirement Pulse: Evaluating Roth and Pretax Retirement Savings Options

Having a meaningful level of Roth assets via a Roth IRA or Roth option in a 401(k) can help you manage taxes effectively in retirement. Read More

Global Market Outlook

Late U.S. Rate Cycle Could Favor Certain Sectors

The late stage of the U.S. credit cycle could favor certain sectors. Find out which ones and why. Read More

Global Market Outlook

Geopolitical Events Could Rattle Markets

Portfolio Manager David Giroux's view differs from prevailing market sentiment. Find out why. Read More

Retirement Pulse: 401(k) Providers: Participants' Go-To for Help

With more participants than ever seeking help in financial decisions from their 401(k) plan's provider, the recordkeeper is becoming the go-to source for support. Read More

Market Consensus

MarketScene: Market Consensus

Market consensus describes our view of investor expectations about key economic and market variables. Read More

Global Market Outlook

Innovation is Changing the Growth and Value Universes

Growth has outperformed value in recent years, but will that outperformance continue? Read More

On Natural Resources

Exploiting Opportunities Amid A Secular Commodity Downturn

The commodity downcycle may last several more years, but there are still some attractive opportunities for performance. Read More

Target Date Investing: A Different Perspective on Sequence-of-Returns Risk Around Retirement

In target date investing, it is critical to align glide‑path design with investors’ objectives. Read More

U.S. Fixed Income

Positioning for a Pause in Fed Rate Hikes

In an environment where the Fed has set the stage for a potential pause in rate hikes, we favor long duration positioning. Read More

From Our Global Fixed Income Team

The U.S. Economy: No Longer Exceptional

Each month our portfolio managers, analysts, and traders conduct an in-depth review of the full fixed income opportunity set. Read More

Fixed Income

Why the Market's Fears Over Credit May Be Overblown

Why the Market's Fears Over Credit May Be Overblown Although credit spreads have widened amid recession fears, the available evidence suggests that these concerns may be overblown.Read More

Global Fixed Income

Trade War Threatens Key Chinese Industries

The trade war between the U.S. and China is likely to persist, creating challenges for China's property and auto industries. Read More

Q4 2018 Show

Intellectual Capital

Putting in the Legwork for Food Delivery

While visiting a food delivery company in London, T. Rowe Price investment professionals saw a unique opportunity to go the extra mile in their research and gain a deeper understanding of the company's potential to deliver growth for investors. Read More

Three Reasons to Review Your Clients' International Equities Allocation

Market Review

Fourth Quarter 2018 Market Review

Read perspectives on economic and market events for the past quarter. Read More

From Our CIO Group

What’s Behind the December Sell-Off and What’s Next?

What’s Behind the December Sell-Off and What’s Next? Although investors continue to face disruptive market forces, the fundamental backdrop for markets should improve in 2019.Read More

Blog

Crisis or No Crisis?

Crisis or No Crisis? David Eiswert discusses the recent volatility in markets and why he is still finding opportunities.Read More

Visualize the Nonfinancial Side of Retirement

Explore a new way for advisors to help clients visualize and prepare for the non-financial aspects of retirement. Read More

Global Market Outlook

Disruptive Forces Seen Shaping 2019 Investment Landscape

Disruption in its various forms is likely to determine the course of global markets in 2019, T. Rowe Price experts predict. Read More

Intellectual Capital

Semiconductor Stocks: Buying When the Chips Are Down

Semiconductor valuations have not captured the long-term effects of industry consolidation and powerful secular tailwinds. Read More

Intellectual Capital

Growth of BBB Bonds—Keeping Risks in Perspective

The downside risk to the recent growth in BBB rated supply, which has been driven by M&A activity, appears contained to certain sectors and regions. Read More

Intellectual Capital

Japan: False Dawn or Stock Picker's Dream?

Widespread economic and market reforms have improved the investment landscape in Japan. With company profits outpacing other major markets, Japan offers good opportunities for active investors. Read More

Intellectual Capital

Tapering and Tariffs: A Paradigm Shift?

Tighter monetary policies and populist trade policies could lead to a global economic slowdown over the next few years. Read More

Policy Insights

A New Era of Fiscal Generosity?

Once a month, our fixed income portfolio managers, analysts, and traders conduct an in-depth review of the full fixed income opportunity set. Read More

Open Questions

MarketScene: What to Watch

We highlight these important issues and how they may affect investment risks and opportunities. Read More

Global Market Outlook

Webcast: Navigating Global Disruptive Forces

Get the answers you need to prepare your clients and your practice for the year ahead. Our 2019 Global Market Outlook webcast provides actionable insights on compelling opportunities. Read More

Intellectual Capital

Misconceptions of Growth and Value Investing

There are various misconceptions surrounding growth and value investing. As such, potential rewards exist for those prepared to look beyond the traditional definitions. Read More

Intellectual Capital

China: Yesterday's Story or More Compelling Than Ever?

Despite various headwinds, China continues to provide compelling investment opportunities. Read More

Asset Allocation Insights

Supportive Fundamentals, Attractive Valuations in EMs

The recent broad sell-off in emerging markets (EM) assets has created some relative value opportunities in those markets. Read More

Six Reasons to Review Your U.S. Equity Allocations

Financial advisors should consider these six reasons to review their U.S. equity allocations. Learn more about the U.S. equity mutual funds offered by T. Rowe Price. Read More

Blog

How Tight is the Fed's Monetary Policy?

How Tight is the Fed's Monetary Policy? Conventional wisdom believes that current Fed policy is "loose to neutral," but data suggest that it is tighter than that.Read More

Notes From the Road

Voters Opt for Sweeping Change and Markets Applaud

We expect Jair Bolsonaro to put together a pragmatic economic team that will pursue pension reforms and court financial markets. Read More

Intellectual Capital

Emerging Markets at a Crossroads

Emerging market Portfolio Managers Ernest Yeung and Verena Wachnitz discuss their perspectives on emerging markets. Read More

Intellectual Capital

Exploiting Innovation in European Smaller Companies

Insight into the innovative capabilities of smaller companies is crucial. Innovation can be a key long-term driver of returns. Read More

Retirement Pulse: How Much Cash Should Retirees Have on Hand?

Retirees may consider having extra cash on hand to help sustain themselves should there be an extended down market. Read More

Beyond the Numbers

Tracking Investment Opportunities in Transportation

Investment professional Andrew Davis says automation technology is bringing a lot of investment life in the rapidly evolving transportation industry, and choosing the right company is critical. Read More

Intellectual Capital

Investing in Troubled Countries

Identifying the different stages of a crisis in troubled countries can reveal when to take advantage of potential recoveries. Read More

Intellectual Capital

U.S. Midterm Elections: Fundamentals Outweigh Politics in Investment Outlook

T. Rowe Price managers caution against making investment decisions based on U.S. midterm election results. Fundamental factors will determine market and economic performance. Read More

Plan Participant Resources

Help Your Clients Plan Ahead With T. Rowe Price Retirement Funds

You know the kind of lifestyle your clients dream of having in retirement. Getting clients where they want to go may be easier than you think. Read More

Intellectual Capital

Alpha Generators in U.S. Large-Cap Growth

Alpha generation often comes from having the resources to do thorough research and developing deep knowledge of companies. Read More

Intellectual Capital

What Does a Flattening Yield Curve Mean?

The U.S. Treasury yield curve has flattened this year, raising concerns about the investment implications. Read More

Intellectual Capital

Volatility, Political Risk, and Valuations—The Perfect Storm?

The withdrawal of quantitative easing may lead to rising volatility, but the U.S. economy looks strong for the time being. Read More

Policy Insights

Time to Look Again at Short-Term Bonds

Once a month, our fixed income portfolio managers, analysts, and traders conduct an in-depth review of the full fixed income opportunity set. Read More

Going Beyond the Numbers

Shopping for Investment Opportunities in Latin America

Investment professional Paulina Amieva says that her research process takes her from behind her office desk and directly to the consumer to find the best opportunities for clients. Read More

Going Beyond the Numbers

Making Connections in Mobile Payments

Investment professional Jackie Liu says that while data-driven research is critical, another important component means leaving the office to talk with founders, workers, managers, and users. Read More

Going Beyond the Numbers

Investing in Health Sciences Breakthrough Therapies

Dr. Ziad Bakri says that as the need for more innovative drug therapies continues, his research process takes him inside factories and pharmaceutical labs in search of the best insights for investors. Read More

Going Beyond the Numbers

Searching for a Competitive Edge in Esports

Investment professional Emily Scudder uses data-driven research and goes to the places where the gamers gather to get a competitive edge for investors. Read More

Retirement Pulse: The Value of the 401(k)

Our research determined that there are significant correlations between 401(k) plan design and corporate financial performance existing within and across industries. Read More

Intellectual Capital

Taking a Vigilant Approach to Rising Trade Tensions

T. Rowe Price managers are evaluating the potential impact of new trade policies on sectors and companies, and some have modulated portfolio positions given heightened risks. Read More

Intellectual Capital

U.S. Equities Flashing Yellow as Challenges Mount

Jeff Rottinghaus offers his perspective on why the U.S. equity environment is likely to become more challenging in the year ahead. Read More

Intellectual Capital

Classifications Change to Reflect the Way We Now Communicate

Reflecting industry changes, Morgan Stanley Capital International is creating a new communication services sector. Read More

Intellectual Capital

Deviating From Benchmark for True Sector Diversification

When structuring a diversified bond fund, incorporating spread risk into contribution to risk calculations leads to insights into relative risk. Read More

Key Themes

Pillars of International Equity

International stocks look poised for long-term gains, but diversification is key. Read More

Blog

U.S. and Eurozone Economies Trade Places

Several "economic surprise" indices rank Europe higher than the U.S., implying a stronger outlook for the former over the latter. Read More

Policy Insights

Fixed Income Markets: The Domino Effect

Once a month, our fixed income portfolio managers, analysts, and traders conduct an in-depth review of the full fixed income opportunity set. Read More

Financial Wellness

Research: What Advisors Think About Financial Wellness

T. Rowe Price’s latest research offers both a qualitative and quantitative view into how advisors think about—and differentiate with—financial wellness programs. Read More

Retirement Pulse: Emergency Fund Planning

Financial emergencies happen. Whether you call it a cash reserve, emergency fund or rainy day fund, it’s important to have available money on the side. Read More

Intellectual Capital

Is U.S. Treasuries' "Flight to Quality" Status Under Threat?

Shifting supply/demand dynamics and an increasing positive correlation with equities may undermine U.S. Treasuries' "flight to quality" status in the future. Read More

Key Themes

Balancing Yield and Risk in a Changing World

Enhanced yield is still available, but a selective and broad approach is key. Read More

Client Loyalty

Asset Transfer and Legacy Planning

Prevent losing assets to intergenerational wealth transfer and win more business with these simple, family-friendly resources to support legacy planning. Read More

Intellectual Capital

Do Valuations Offer an Entry Point to Emerging Markets Debt?

Attractive valuations and favorable fundamentals create opportunities across emerging markets fixed income. Read More

Intellectual Capital

Return to Measured Stimulus in China

Chinese policymakers are returning to stimulus by using all three policy levers: monetary, fiscal, and regulatory. Read More

Intellectual Capital

Emerging Markets Bonds Remain One of the Highest-Yielding Opportunities in the Fixed Income Market

Emerging markets bonds remain one of the highest-yielding fixed income opportunities, and long-term structural drivers appear positive. Read More

Intellectual Capital

Increasing Opportunities in European Equities

Increasing market and sector volatility are resulting in more attractive valuations for select higher-quality European companies. Read More

Asset Allocation Insights

Tax Reform and Solid U.S. Growth Support Small-Caps

T. Rowe Price asset allocation experts see a number of reasons to maintain an overweight allocation to U.S. small-cap stocks. Read More

Intellectual Capital

Technology's Golden Era is Only in Early Stages

Technological innovation is driving an accelerated rate of change and key trends are likely to continue, further disrupting numerous industries and companies. Read More

Intellectual Capital

The Times Are a Changin' and So is Japan

Japanese society is changing. A large part of what we do involves identifying these secular trends early. Read More

Policy Insights

Are Fixed Income Markets at Risk of Overheating?

Once a month, our fixed income portfolio managers, analysts, and traders conduct an in-depth review of the full fixed income opportunity set. Read More

Blog

As Good as It Gets

As Good as It Gets The global economy is weakening on the back of the rising oil price, trade fears, reduced capex, and Chinese deleveraging.Read More

Participant Video Series

Retirement Pulse: Your Savings at Work: Foundations of Saving for Retirement

This educational video series is a good way to reach qualified plan participants who may need a little reinforcement of the importance of saving for their future. Read More

Fixed Income Newsletter

Sector Pulse: Agency MBS Could Offer More Attractive Valuations Amid Resilient Demand

After recently underperforming Treasuries, agency mortgage-backed securities (MBS) now appear to offer more attractive valuations. Read More

Target Date Solutions

Strong Results From a Target Date Leader

At T. Rowe Price, we believe that investment success for multi-asset solutions comes from balancing market, inflation, and longevity risks. Read More

Intellectual Capital

Durable Earnings Growth Is a Key for Long-Term Performance

We think the quality and durability of earnings will ultimately determine whether valuations are reasonable or stretched. Read More

Intellectual Capital

Volatility Episodes Demonstrate Benefits of Factor Diversification

We believe our volatility findings support the case for maintaining a diversified factor profile in equity portfolios. Read More

Retirement Pulse: Advancing the Way We Think About Perceptions of Risk and Achieving Outcomes

We believe that consideration of sequence-of-returns (SoR) risk must be placed within a broader perspective, one that takes into account multiple retirement risks. Read More

Blog

U.S. High Yield: As Good As It Appears?

U.S. High Yield: As Good As It Appears? U.S. high yield has performed well this year, but we are cautious on the asset class as spreads have tightened.Read More