T. Rowe Price T. Rowe Price Trusty Logo
This Quarter (Q3 2019) Hide
Previous Quarter (Q2 2019) Hide

Blog

Weak Eurozone Data Boosts Central And Eastern Europe

Kenneth A.  Orchard
Weak Eurozone Data Boosts Central And Eastern EuropeRead More
Q1 2019  Show

Blog

Preparing for a Populist Future

Nikolaj Schmidt
Preparing for a Populist FutureRead More

Blog

A 5-Point Guide to Euro High Yield in 2019

Michael Della Vedova
A 5-Point Guide to Euro High Yield in 2019Read More
Q4 2018  Show

Blog

Crisis or No Crisis?

David J. Eiswert
Recent weakness within equity markets has focused investors on whether the aging bull can keep staring down an “end of cycle” bear case.Read More

Price Point - In Brief

Emerging Markets at a CrossroadsRead More

Blog

Index Exits Will Not Dent Frontier's Prosperous Future

Oliver Bell
Following MSCI’s announcement that Argentina and Saudi Arabia will be included in its Emerging Markets Index, investors have expressed concern about the impact on frontier markets.Read More
Q3 2018  Show

Price Point - In Brief

Return to Measured Stimulus in ChinaRead More

Blog

Return to measured stimulus in China

Andrew Keirle
What does the recent shift in policy mean for bond investors?Read More

Price Perspective - In Depth

P&I Interview: Harness the Power of EMRead More

Emerging Markets Equity

Shopping for Potential in Latin America

Blog

MSCI Ascension Shines Spotlight on Untapped Saudi Arabia

Oliver Bell
MSCI Ascension Shines Spotlight on Untapped Saudi ArabiaRead More

Blog

Global Equities & IT: Where's the Bubble?

Laurence Taylor
On a price-to-earnings basis, global equity valuations haven’t actually risen over the past two years.Read More
Q2 2018  Show

Blog

All I Want For Frontier Markets In 2018

Oliver Bell
Our biggest wish of all this year is for the positive recent political developments in Africa to lead to a real reversal of economic fortunes.Read More

Blog

Finding “Fair Value” for US Treasuries

Kenneth A.  Orchard
Having an informed view on where Treasury yields “should” be is an important guide to decision making — especially if fair value is out of line with market pricing.Read More

Blog

Style Regime Changes - Lessons From History

Sebastien Mallet
Is the environment evolving into a state that could potentially be more constructive for value investors?Read More

Blog

An Era of Secular Change - What Does It Mean For Investors?

Laurence Taylor
The rise in volatility and fall in global equity markets in February has shown once again how much equity markets tend to react in the short term to points of change. Read More

Blog

Have The Bears Eaten Goldilocks?

David J. Eiswert
A rise in inflation and tighter monetary policy certainly could be a risk to “goldilocks” but some injection of uncertainty feels normal as well as healthy. Read More

Market Outlook

Promising but VulnerableRead More

Market Outlook

Accelerated DisruptionRead More

Market Outlook

New Era BeginsRead More

Blog

A World of Secular Change—What Does it Mean for Investors?

David J. Eiswert
A World of Secular Change—What Does it Mean for Investors?Read More

Blog

Finding Value in Emerging Markets Debt

T. Rowe  Price
Finding Value in Emerging Markets DebtRead More

Blog

Notes from the Road - Botswana

Oliver Bell
There is clear economic potential in Botswana. With a strong economy and relatively stable political backdrop, there are opportunities for investors.Read More

Price Perspective - In Depth

Frontier Markets: The Path to TransformationRead More

Blog

Why It's Time To Rethink "Emerging Markets"

R. Scott Berg
The term emerging markets is now more a matter of benchmark classification as opposed to some common fundamental reality.Read More

Blog

Fixed Income Viewpoints: April 2017

T. Rowe  Price
Global bond markets signaling less conviction on reflation tradeRead More

Blog

Equity Viewpoints: April 2017

T. Rowe  Price
Despite rising geopolitical concerns, the macroeconomic and corporate landscape appears to be improvingRead More

Blog

Emerging Markets Diary: March 2017

Leigh Innes
Could South Africa be the next Brazil? It’s too early to get bullish on politics, but with competent, honest people the potential is considerableRead More

Global Fixed Income

As Good As It GetsRead More

Blog

Are Animal Spirits Returning To The Corporate Investment Cycle?

Laurence Taylor
We are at a “now or never” point for capex revival, with corporate optimism fighting with political uncertainty like never beforeRead More

Blog

It's Quiet Out There, Too Quiet

R. Scott Berg
While investors continue to enjoy strong returns from global equities, one nagging source of discomfort is the remarkably low level of volatility.Read More

Blog

The Value-Growth Debate Moves On

Laurence Taylor
Value indices have been enjoying some time in the sun after a dire period for the style, but are we set for a prolonged recovery?Read More

Blog

Euro High Yield: The Challenge of Delivering During Downturns

Michael Della Vedova
It's not just about performing well during the good times: managers also need to minimize losses when markets turn down.Read More

Blog

Euro High Yield: How Short Should Your Duration Be?

Michael Della Vedova
Do short duration high yield strategies really offer the best protection in a rising rate environment?Read More

Blog

Notes From The Road: Vietnam

Oliver Bell
The quality of the meetings compared with three years ago was infinitely better. There has been a real uplift in the engagement with companies.Read More

Price Point - In Brief

Mexico: A Wall of UncertaintyRead More

Blog

Could Inflation End the US Equity Cycle?

Laurence Taylor
While more growth is often seen as a universal positive and is at the core of the Trump administration’s policy rhetoric, inflation is not a clear cut positive. Read More

Blog

The Trump Rally 100 Days In

David J. Eiswert
Though still too early to pass judgement, it does appear that after the initial frenzy, the sifting exercise has begunRead More

Blog

Emerging Markets Diary: February 2017

Leigh Innes
The Frontier Markets Equity team were in Vietnam recently, a market undergoing significant change where stocks have performed strongly.Read More

Market Commentary - Equity

Markets start the year on a positive note.Read More

Blog

Asian Diary - January 2017

Nick Beecroft
So will this be a rooster year for the region, or more of a feather duster?Read More

Blog

Where Next for European Corporates?

Stephane Fertat
Where Next for European Corporates?Read More

Blog

In Noisy Bond Markets, Focus on the Fundamentals

Michael Della Vedova
New issues offer a good way of finding fresh opportunities but in a fast-moving market where investor sentiment fluctuates, fundamental credit research is keyRead More

Blog

Global Growth: Lifting In Spite Of, Or Because Of, Trump?

Nikolaj Schmidt
To maintain the strong growth momentum, we need to see a transition in demand from consumption to capital formationRead More

Blog

Central Banks: Reducing the Degree of Monetary Accommodation

Nikolaj Schmidt
Further hikes would not help Trump to fulfill his objective of creating jobs in the Rust BeltsRead More

Blog

Equity Valuations: Can We See a Bubble Yet?

Laurence Taylor
Pre-election rhetoric and post-election change are often two very different things, a reality the stock market will have to grapple with in 2017Read More

Price Perspective - In Depth

Growing Populism Tests Europe's Bond MarketsRead More

Blog

Trumponomics Rolls Into Town

Nikolaj Schmidt
"Donald Trump’s presidency will bring deregulation and tax cuts; however, his stance on trading could raise tensions with China."Read More

Price Perspective - In Depth

Global Equities: "Big Macro" Reaches a PeakRead More

Blog

A 5-Point Guide to Euro High Yield in 2017

Michael Della Vedova
What's in store for European high yield markets?Read More

Blog

Japan: Value Trap or Value Opportunity?

Sebastien Mallet
At least for value investors, bad news can be good news, and we have had plenty more bad data points relating to Japan’s economy in the past year.Read More

Blog

Global Equities: Hope Trumping Reality?

David J. Eiswert
At least for now, the market is choosing to look through a crescendo of macro and political noise (and change) and focus on the potential for cyclical recovery.Read More

Blog

11 Questions for Equity Investors in 2017

Laurence Taylor
The 2nd Longest US Bull Market In History – Could This Be The Record Breaker?Read More

Steve Test

Market Commentary - Fixed Income

US Treasury Rout Pressures Global Yields HigherRead More

Blog

Central Banks: Tiptoeing Toward Tighter Policy

Nikolaj Schmidt
As the global growth backdrop improves, the major central banks are edging towards policy normalizationRead More

Blog

Asian Diary - November 2016

Nick Beecroft
India’s demonetisation programme is further evidence of Modi’s willingness to make tough decisions on the path to reformRead More

Blog

The Italian Vote: a Sign of Things to Come?

Michael Della Vedova
The Italian Vote: A Sign of Things to Come?Read More

Blog

Financials: The Great Unloved and a Ray of Light

Laurence Taylor
The election of Donald Trump and his pro-growth policies have lifted sentiment and provided a better fundamental backdrop for financials.Read More

Price Perspective - In Depth

The Changing Face of ValueRead More

The T. Rowe Price Approach

T. Rowe Price policy on cluster munitions.Read More

Blog

Globalization in Crisis

Nikolaj Schmidt
The uneven distribution of the spoils of globalization is pushing voters to search for new champions. Read More

Blog

US Elections It Feels Like deja vu All Over Again

Nikolaj Schmidt
If Trump fulfils his promise of a more isolationist approach, it will present a once-in-a-lifetime opportunity for ChinaRead More

Blog

Emerging Markets Diary: October 2016

Leigh Innes
We will be watching closely to see who Trump appoints to his team and to analyse more details on the policy agenda that will be pursuedRead More

Blog

US vs Euro High Yield Reversal Ahead

Michael Della Vedova
U.S. vs. Euro High Yield: Reversal Ahead? Read More

Blog

Dry Powder

Charles M.  Shriver
Asset Allocation Edges Toward Bonds - Asset Allocation Edges Toward Bonds - Asset Allocation Edges Toward Bonds - For NowRead More

Blog

Global Growth Lifts Amid a Benign Outlook for Global Inflation

Nikolaj Schmidt
Global Growth Lifts Amid a Benign Outlook for Global InflationRead More

Price Point - In Brief

Market Volatility: Emerging Markets

Blog

Globalisation in Crisis

Nikolaj Schmidt
The uneven distribution of the spoils of globalisation is pushing voters to search for new champions. Read More

Blog

Asian Diary: September 2016

Nick Beecroft
"At the start of the month, our team spent time visiting 19 companies across a range of industries in Korea and Taiwan."Read More

Price Perspective - In Depth

Stay the Course to Reap Japan's RewardsRead More

Blog

Asian Diary October 2016

Nick Beecroft
The team travelled extensively across the region again in October with trips including the Philippines, Taiwan and MacaoRead More

Blog

Corporate Earnings A New Hope

Laurence Taylor
Will this summer's "stop getting worse" earnings trend have the stamina to "start getting better" as we head into 2017?Read More

Blog

Emerging Markets Diary - August 2016

Leigh Innes
"We remain cautious on Turkey as the attempted military coup put our team trip on hold."Read More

Blog

Time to Revisit Emerging Market Bonds?

Arif Husain
For investors willing to consider allocating to developing world bonds again, there are a growing number of opportunities developing in both bonds and currenciesRead More

Blog

Post-Brexit Opportunities in Central and Eastern Europe

Arif Husain
The UK’s decision to leave the EU could have a significant impact on partners such as Poland, Hungary and Lithuania.Read More

Blog

European Earnings May Be Stabilizing

Dean Tenerelli
Europe's market valuation alone indicates there is scope for a meaningful recovery at some pointRead More

Blog

High Yield Issuance Bounces Back

Michael Della Vedova
A flurry of new bond deals have been brought to the European high yield marketRead More

Market Commentary - Equity

Stocks little changed in light trading volumeRead More

Blog

Next Stop Fiscal Stimulus?

Nikolaj Schmidt
Without doubt, the policy space for the global central banks is shrinkingRead More

Blog

Growth Improves…But Risks Loom

Nikolaj Schmidt
Signs of accelerating global growth have increased the chances of policy tightening.Read More

Blog

Central Banks Mostly Watching, But Ready to Act

Nikolaj Schmidt
Most central banks have resisted major actions recently. But the Bank of Japan’s “comprehensive assessment” of its policies could deliver more rate cuts soon.Read More

Blog

The Empire Has Fallen

Nikolaj Schmidt
We wasted much time discussing the global implications of Brexit. The message from the market is clear...Read More

Blog

Oliver Bell Explores Peru

Oliver Bell
Until recently, Peru’s retail sector was one of the least mature in Latin America, and while retail penetration remains low, growth has picked up significantly.Read More

Blog

Global Consumers: Brexit Offers Some Opportunities But Raises Concerns About EU Future

Jason Nogueira
Any breakdown of the EU would have far-reaching negative consequences and put further downward pressure on consumer discretionary stocksRead More

Blog

What Does Brexit Mean for Asia ex-Japan?

Anh Lu
Britain’s decision to leave the EU could lead to some potentially beneficial outcomes for the regionRead More

Blog

UK Real Estate: Amid Uncertainties, Longer-Term Prospects Still Attractive

Nina P.  Jones
The market sell-off in UK real estate has created attractive buying opportunities in some high-quality companiesRead More

Blog

Brexit Adds To Market Concerns, But Crisis Is Unlikely

R. Scott Berg
Quality, durable growth companies that either source their revenues globally or have leading business franchises in their core markets should be able to weather any short-term volatilityRead More

Market Commentary - Fixed Income

Global Yields Dive to New Lows Following BrexitRead More

Blog

Brexit is a Line in the Sand for Financial Stocks

T. Rowe  Price
We are likely to see further QE among central banks outside the US - the impact on bank profitability could be substantialRead More

Blog

To Hike or to Cut? That is the Question…

Nikolaj Schmidt
The Fed's next rate hike will likely be postponed until next year, while the ECB and BoJ remain in "wait and see" mode.Read More

Blog

European High Yield - July 2016

Michael Della Vedova
The Brexit vote has triggered volatility, but has also created some interesting opportunitiesRead More

Blog

After the Vote: Taking Stock of the European High Yield Landscape

Michael Della Vedova
The Brexit vote has triggered volatility, but has also created some interesting opportunitiesRead More

Blog

Asian diary – June 2016

Nick Beecroft
Asia should have limited direct exposure to the UK’s decision to leave the EU.Read More

Blog

World We May Have A Problem

Nikolaj Schmidt
The most likely outcome of Brexit appears to be that this will be another headwind to global growth.Read More

Blog

Before and After the Vote: The Benefit of a Balanced Approach

Arif Husain
Managing global fixed income portfolios often translates into finding the right balance of risk and protecting investors against adverse outcomes. Read More

Blog

Before and After the Vote: The Benefit of a Balanced Approach

Arif Husain
Managing global fixed income portfolios often translates into finding the right balance of risk and protecting investors against adverse outcomes.Read More

Blog

Before and After the Brexit Vote: The Benefit of a Balanced Approach

Arif Husain
Managing global fixed income portfolios often translates into finding the right balance of risk and protecting investors against adverse outcomes.Read More

Blog

Oliver Bell Explores Croatia, Slovenia, and Serbia

Oliver Bell
Despite the proximity of the three Balkan countries, each economy has its own unique characteristics and the drivers of each economy are different.Read More

Global Equities

Brexit: Wheels Keep Turning

Blog

Asian Diary - May 2016

Nick Beecroft
(Blog article): We travelled extensively in China to assess what was happening in real estate and infrastructure.Read More

Blog

European High Yield June 2016

Michael Della Vedova
As UK-EU Referendum Looms, It Pays to be CautiousRead More

Blog

European High Yield Market Goes Back to Basics

Michael Della Vedova
After the largely indiscriminate buying that we saw in April, investors have started to pay attention to fundamentals once moreRead More

Market Performance

Read More

Blog

Asian Diary May 2016

Nick Beecroft
We travelled extensively in China to assess what was happening in real estate and infrastructure.Read More

Blog

Asian Diary - April 2016

Nick Beecroft
After all the excitement in March, April was a slower month for marketsRead More

Blog

The Monetary Engine Ticks Along

Nikolaj Schmidt
The FOMC decided in its April meeting to issue a marginally more upbeat message—opening the door for a hike in interest rates in JuneRead More

Blog

The Global Economy: Where Next?

Nikolaj Schmidt
In the absence of negative news, the path of least resistance seems to be for risky assets to continue to performRead More

Blog

Asian Diary - March 2016

Nick Beecroft
We remain optimistic about the long-term potential of Indonesia, which benefits from favourable demographics and ongoing urbanisationRead More