T. Rowe Price - Home
Choose your site Corporate Financial Intermediary Institutional Investors/Consultants
Your location and language
English
Search
Choose your site Corporate Financial Intermediary Institutional Investors/Consultants
Your location and language
English
Your location and language
English
Home / Insights / null / Market Insights

Market Insights

Get insights and analysis on global markets
from our team of investment experts.

2022 Midyear Market Outlook

Transitioning to a New Paradigm

Conflict in Ukraine

Investment Implications
Click to read Investment Ideas for 2022
Click to read Diversification Matters

June 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

August 2022 / MONTHLY MARKET REVIEW

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

July 2022

June 2022 / VIDEO

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Global economies are weighed down by notable headwinds.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2022 / VIDEO

What a Rough Quarter for Bonds Means for Asset Allocators

What a Rough Quarter for Bonds Means for Asset Allocators

What a Rough Quarter for Bonds Means for...

By Sébastien Page & Timothy C. Murray

By Sébastien Page & Timothy C. Murray

May 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

May 2022 / GLOBAL ECONOMY

No, We Are Not About to Return to 1970s Style Inflation

No, We Are Not About to Return to 1970s Style Inflation

No, We Are Not About to Return to 1970s Style...

Today’s central banks are willing and able to tackle the problem.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

May 2022 / VIDEO

A Challenging Environment for Stocks and Bonds

A Challenging Environment for Stocks and Bonds

A Challenging Environment for Stocks and...

Rate hike expectations presented headwinds for both asset classes.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2022 / SEARCH FOR YIELD

Not All Currencies Are Made Equal, So Don’t Treat Them as Such

Not All Currencies Are Made Equal, So Don’t Treat Them as Such

Not All Currencies Are Made Equal, So Don’t...

Selective currency hedging may boost yields and add stability.

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist

April 2022 / ASSET ALLOCATION VIEWPOINT

Parallels to the 1973 Market Shocks May Be Imprecise

Parallels to the 1973 Market Shocks May Be Imprecise

Parallels to the 1973 Market Shocks May Be...

Recession in U.S. appears unlikely amid reopening economy.

By Cesare Buiatti & Sébastien Page

By Cesare Buiatti & Sébastien Page

April 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

April 2022 / VIDEO

Economic Risks Are Rising

Economic Risks Are Rising

Economic Risks Are Rising

High inflation and economic weakness could stifle global economy.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

April 2022 / QUARTERLY MARKET REVIEW

Global Markets Quarterly Update

Global Markets Quarterly Update

Global Markets Quarterly Update

First Quarter 2022

April 2022 / MULTI-ASSET SOLUTIONS

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Responding to changing growth and inflation dynamics.

By Wenting Shen

Wenting Shen Portfolio Manager, Global Multi‑Asset Team

March 2022 / VIDEO

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in...

Central banks face a more difficult task tackling inflation.

By Andrew McCormick

Andrew McCormick Head of Global Fixed Income and CIO

March 2022 / MARKET EVENTS

Investing Globally May Boost Yields as Rates Rise

Investing Globally May Boost Yields as Rates Rise

Investing Globally May Boost Yields as Rates...

Home bias could mean key opportunities are missed.

By Michael Walsh

Michael Walsh Solutions Strategist

March 2022 / MARKET EVENTS

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults...

By Benjamin Robins

Benjamin Robins Emerging Markets Debt Portfolio Specialist

March 2022 / ECONOMICS

The Fed Embarks on a Hiking Campaign to Counter Inflation

The Fed Embarks on a Hiking Campaign to Counter Inflation

The Fed Embarks on a Hiking Campaign to Counter...

High commodity prices, geopolitical risks complicate its path.

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

March 2022 / EMERGING MARKETS

Key Developments to Watch in the Russia Ukraine Crisis

Key Developments to Watch in the Russia Ukraine Crisis

Key Developments to Watch in the Russia Ukraine...

The impact of sanctions and rising commodity prices are in focus.

By Ulle Adamson, Peter Botoucharov & Samy Muaddi

By Ulle Adamson, Peter Botoucharov & Samy Muaddi

February 2022 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions February Monthly Recap

Pension Curve Insider: LDI Solutions February Monthly Recap

Pension Curve Insider: LDI Solutions February...

By Jason DaCruz & Justin Harvey

By Jason DaCruz & Justin Harvey

January 2022 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions January Monthly Recap

Pension Curve Insider: LDI Solutions January Monthly Recap

Pension Curve Insider: LDI Solutions January...

By Jason DaCruz & Justin Harvey

By Jason DaCruz & Justin Harvey

June 2022 / VIDEO

Absolute Return Perspectives: Rising Rates, Inflation, and Thematic Opport...

Absolute Return Perspectives: Rising Rates, Inflation, and Thematic Opportunitie...

Absolute Return Perspectives: Rising Rates,...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager

June 2022 / JAPAN EQUITIES

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on...

Maintaining perspective on long-term opportunities.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

June 2022 / MARKET OUTLOOK

2022 Midyear Market Outlook: Transitioning to a New Paradigm

2022 Midyear Market Outlook: Transitioning to a New Paradigm

2022 Midyear Market Outlook: Transitioning...

Adjusting to an uncertain future.

By Arif Husain, Sébastien Page & Justin Thomson

By Arif Husain, Sébastien Page & Justin Thomson

June 2022 / MULTI-ASSET SOLUTIONS

Winning by Not Losing: Building Portfolios for a More Challenging World

Winning by Not Losing: Building Portfolios for a More Challenging World

Winning by Not Losing: Building Portfolios...

Generating positive returns in tougher conditions requires new thinking.

By Multiple Authors

By Multiple Authors

June 2022 / OUTLOOK

Capital Market Assumptions

Capital Market Assumptions

Capital Market Assumptions

June 2022 / WEEKLY GLOBAL MARKETS UPDATE

Global Markets Weekly Update

Global Markets Weekly Update

Global Markets Weekly Update

Our analysts recap activities across global markets in our weekly report.

May 2022 / MULTI-ASSET STRATEGY

Meet Richard Coghlan

Meet Richard Coghlan

Meet Richard Coghlan

Portfolio Solutions Manager, Global Multi‑Asset Team & Co‑Manager, T. Rowe Price’s...

By Richard Coghlan

Richard Coghlan Co-Portfolio Manager

May 2022 / MULTI-ASSET SOLUTIONS

PULSe Indicator Spikes Again in Q1 2022

PULSe Indicator Spikes Again in Q1 2022

PULSe Indicator Spikes Again in Q1 2022

Amid geopolitical and pandemic concerns.

By Thomas Poullaouec, Nathan Wang & David Clewell

By Thomas Poullaouec, Nathan Wang & David Clewell

May 2022 / ECONOMICS

QM Equity Quarterly Newsletter

QM Equity Quarterly Newsletter

QM Equity Quarterly Newsletter

Updates From the First Quarter of 2022

May 2022 / VIDEO

A Labor Demand and Supply Imbalance Challenges the Fed

A Labor Demand and Supply Imbalance Challenges the Fed

A Labor Demand and Supply Imbalance Challenges...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

April 2022 / GLOBAL ECONOMY

Most Central Banks Have No Choice But to Remain Hawkish

Most Central Banks Have No Choice But to Remain Hawkish

Most Central Banks Have No Choice But to...

Few have the scope to loosen policy if economic conditions worsen.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

April 2022 / SEARCH FOR YIELD

Balancing Yield With Portfolio Stability

Balancing Yield With Portfolio Stability

Balancing Yield With Portfolio Stability

Understanding an asset’s growth and defensive qualities is key.

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist

April 2022 / ECONOMICS

The Russia Ukraine War Will Bring Europe to the Brink of Recession

The Russia Ukraine War Will Bring Europe to the Brink of Recession

The Russia Ukraine War Will Bring Europe...

Mitigating factors may still prevent it, however.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

April 2022 / VIDEO

Video Series: Shifting Ground for Investors Amid Fiscal, Monetary and...

Video Series: Shifting Ground for Investors Amid Fiscal, Monetary and Geopolitic...

Video Series: Shifting Ground for Investors...

By Katie Elizabeth Deal & Christopher Dillon

By Katie Elizabeth Deal & Christopher Dillon

March 2022 / VIDEO

How We're Positioned Against Heightened Market Risks

How We're Positioned Against Heightened Market Risks

How We're Positioned Against Heightened Market...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

March 2022 / VIDEO

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

Growth Likely to Remain Under Pressure

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

March 2022 / VIDEO

U.S. Fiscal Stimulus: Takeaways for Investors

U.S. Fiscal Stimulus: Takeaways for Investors

U.S. Fiscal Stimulus: Takeaways for Investors

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

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

March 2022 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions March Monthly Recap

Pension Curve Insider: LDI Solutions March Monthly Recap

Pension Curve Insider: LDI Solutions March...

By Jason DaCruz & Justin Harvey

By Jason DaCruz & Justin Harvey

March 2022 / MARKET OUTLOOK

Shifting Ground for Investors Amid Fiscal, Monetary and Geopolitical...

Shifting Ground for Investors Amid Fiscal, Monetary and Geopolitical Risks

Shifting Ground for Investors Amid Fiscal,...

Insights Webinar Summary

By Katie Elizabeth Deal & Christopher Dillon

By Katie Elizabeth Deal & Christopher Dillon

March 2022 / NATURAL RESOURCES

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Strategy

December 2021 / GLOBAL MARKET OUTLOOK

Playbook for a Shifting Economic Landscape

Playbook for a Shifting Economic Landscape

Playbook for a Shifting Economic Landscape

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

September 2021 / FIXED INCOME

Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property...

Beijing’s policy actions in the property sector seem to be containing any potential...

By Sheldon Chan & Anna Zhang

By Sheldon Chan & Anna Zhang

For More Powerful Insights

Download

Latest Date Range
Audience for the document: Share Class: Language of the document:
Download Cancel

Download

Share Class: Language of the document:
Download Cancel
Sign in to manage subscriptions for products, insights and email updates.
Continue with sign in?
To complete sign in and be redirected to your registered country, please select continue. Select cancel to remain on the current site.
Continue Cancel
Once registered, you'll be able to start subscribing.
Continue Back

Change Details

If you need to change your email address please contact us.
Change password
Save Cancel
Subscriptions
OK
You are ready to start subscribing.
Get started by going to our products or insights section to follow what you're interested in.

Products Insights

GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request. 

Other Literature

You have successfully subscribed.

Notify me by email when
regular data and commentary is available
exceptional commentary is available
new articles become available

Thank you for your continued interest