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May 2023 / VIDEO

Stubborn Services Inflation Keeps Fed on Guard

Stubborn Services Inflation Keeps Fed on Guard

Stubborn Services Inflation Keeps Fed on...

We’ll need to see more evidence of a deceleration in services inflation to be confident...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

May 2023 / INVESTMENT INSIGHTS

China Investing: What Comes Next?

China Investing: What Comes Next?

China Investing: What Comes Next?

A three-stage recovery is underway.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

May 2023 / INVESTMENT INSIGHTS

Implications of the Debt Ceiling Showdown for Investors

Implications of the Debt Ceiling Showdown for Investors

Implications of the Debt Ceiling Showdown...

As the “x-date” approaches, our portfolio managers and experts are closely monitoring...

May 2023 / INVESTMENT INSIGHTS

Foundations of Emerging Markets Bond Investing

Foundations of Emerging Markets Bond Investing

Foundations of Emerging Markets Bond Investing...

Four-part anchoring framework fundamental to debt sustainability

By Samy Muaddi

Samy Muaddi Head of Emerging Markets Fixed Income,
Portfolio Manager,
EM Bond and EM Corporate Bond

May 2023 / INVESTMENT INSIGHTS

The Art of Actively Managing Interest Rate Risk

The Art of Actively Managing Interest Rate Risk

The Art of Actively Managing Interest Rate...

With volatility likely to persist, an active approach remains critical

By Amanda Stitt

Amanda Stitt Portfolio Specialist

May 2023 / ASSET ALLOCATION

Is the Employment Picture Turning?

Is the Employment Picture Turning?

Is the Employment Picture Turning?

The U.S. labor market faces headwinds amid tighter credit conditions for small businesses...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2023 / INVESTMENT INSIGHTS

China Investing: What Comes Next?

China Investing: What Comes Next?

China Investing: What Comes Next?

A three-stage recovery is underway.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

May 2023 / INVESTMENT INSIGHTS

Tapping The Power of Global Equity Dividends

Tapping The Power of Global Equity Dividends

Tapping The Power of Global Equity Dividends

What we seek—and avoid—in pursuit of consistent returns.

By Yoichiro Kai

Yoichiro Kai Portfolio Manager, Global Equity Dividend Strategy

May 2023 / INVESTMENT INSIGHTS

Meet Our Interns

Meet Our Interns

Meet Our Interns

We Talk to Reese Feng And Neil Wang, Our First China Interns to Join T. Rowe Price

April 2023 / VIDEO

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned Post-COVID

Medical Technology Industry Well Positioned...

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

By Mitchell Unger

Mitchell Unger Credit Analyst, Health Care Sector

April 2023 / INVESTMENT INSIGHTS

Meet Dominic Rizzo

Meet Dominic Rizzo

Meet Dominic Rizzo

Portfolio Manager, Global Technology Equity Strategy

By Dominic Rizzo

Dominic Rizzo Portfolio Manager, Global Technology Equity Strategy

April 2023 / INVESTMENT INSIGHTS

A More Turbulent Path for the Fed

A More Turbulent Path for the Fed

A More Turbulent Path for the Fed

Calming banking jitters amid high inflation and slowing growth

By Christina Noonan

Christina Noonan Associate Portfolio Manager, Multi‑Asset Division

March 2023 / MARKETS & ECONOMY

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

Keep up-to-date on our views on developments in global capital markets.

Previous Quarter (Q1 ) Hide

March 2023 / INVESTMENT INSIGHTS

Building Core Strength to Meet Demands of Markets

Building Core Strength to Meet Demands of Markets

Building Core Strength to Meet Demands of...

Positioning across the style spectrum with a focus on individual stock picking.

By Peter J. Bates

Peter J. Bates Portfolio Manager, Global Select Equity Strategy

March 2023 / MARKETS & ECONOMY

One Foot on the Brake and One on the Gas

One Foot on the Brake and One on the Gas

One Foot on the Brake and One on the Gas...

My views on the economic and market implications of the banking turmoil

By Sébastien Page

Sébastien Page Head of Multi‑Asset and Chief Investment Officer

March 2023 / INVESTMENT INSIGHTS

T. Rowe Price Strategy Focus on Global Impact Equity

T. Rowe Price Strategy Focus on Global Impact Equity

T. Rowe Price Strategy Focus on Global Impact...

Read more about our Strategy Focus on Global Impact Equity

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager, Global Impact Equity Strategy

March 2023 / ASSET ALLOCATION VIEWPOINT

A Recession May Be Delayed, Not Avoided

A Recession May Be Delayed, Not Avoided

A Recession May Be Delayed, Not Avoided

Near-term tailwinds could favor international markets

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

March 2023 / VIDEO

Recession Avoided?

Recession Avoided?

Recession Avoided?

Positive economic news in the near term could mean a more hawkish Fed, which would...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2023 / MARKETS & ECONOMY

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

Keep up-to-date on our views on developments in global capital markets.

February 2023 / INVESTMENT INSIGHTS

2023—A Year of Transition for Emerging Markets

2023—A Year of Transition for Emerging Markets

2023—A Year of Transition for Emerging Markets

China reopening supportive, but not enough on its own.

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

February 2023 / INVESTMENT INSIGHTS

Meet Peter Bates

Meet Peter Bates

Meet Peter Bates

Portfolio Manager, Global Select Equity Strategy

By Peter J. Bates

Peter J. Bates Portfolio Manager, Global Select Equity Strategy

February 2023 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

An incredible January for global equities but further volatility expected

By Samuel Ruiz

Samuel Ruiz Equity Portfolio Specialist

February 2023 / FIXED INCOME

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

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

By Razan Nasser & Peter Botoucharov

By Razan Nasser & Peter Botoucharov

February 2023 / INVESTMENT INSIGHTS

The Energy Crisis Is Only Just Beginning

The Energy Crisis Is Only Just Beginning

The Energy Crisis Is Only Just Beginning...

Next winter is where the real challenge lies.

By Justin Thomson

Justin Thomson Chief Investment Officer, International Equity

February 2023 / INVESTMENT INSIGHTS

Four Factors Shaping a Brighter Outlook for U.S. Smaller Companies

Four Factors Shaping a Brighter Outlook for U.S. Smaller Companies

Four Factors Shaping a Brighter Outlook for...

The ‘Risk Off’ Pendulum Has Swung Too Far

By Curt J. Organt

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

February 2023 / INVESTMENT INSIGHTS

Transitioning to a New Paradigm

Transitioning to a New Paradigm

Transitioning to a New Paradigm

Three key investment themes for 2023

By Justin Thomson

Justin Thomson Head of International Equity and Chief Investment Officer

February 2023 / INVESTMENT INSIGHTS

The Need to Act and Think Differently

The Need to Act and Think Differently

The Need to Act and Think Differently

Fixed income portfolio construction amid changing dynamics

By Arif Husain

Arif Husain Head of International Fixed In- come and CIO, Fixed Income

February 2023 / INVESTMENT INSIGHTS

Meet Justin Thomson

Meet Justin Thomson

Meet Justin Thomson

An interview with Justin Thomson Head of International Equity and Chief Investment...

By Justin Thomson

Justin Thomson Head of International Equity and Chief Investment Officer, T. Rowe Price.

February 2023 / INVESTMENT INSIGHTS

The Ghosts of Inflation – Past and Present

The Ghosts of Inflation – Past and Present

The Ghosts of Inflation – Past and Present

What investment lessons can history hold?

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equity Strategies

February 2023 / INVESTMENT INSIGHTS

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Insights from the Multi-Asset engine room.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and Chief Investment Officer

February 2023 / INVESTMENT INSIGHTS

The Importance of Additionality in Impact Investing

The Importance of Additionality in Impact Investing

The Importance of Additionality in Impact...

Additionality can accelerate and strengthen impact investing.

By Matthew Lawton

Matthew Lawton Portfolio Manager, Global Impact Credit Strategy

February 2023 / ASSET ALLOCATION VIEWPOINT

A Long-Awaited Reversal

A Long-Awaited Reversal

A Long-Awaited Reversal

U.S. equities trailed the rest of the world in 2022, and near-term tailwinds could...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2023 / GLOBAL EQUITIES

Headwinds for Equity Markets Starting to Diminish

Headwinds for Equity Markets Starting to Diminish

Headwinds for Equity Markets Starting to...

Disinflationary forces point to a more benign environment.

By Laurence Taylor

Laurence Taylor Portfolio Specialist in the Equity Division

February 2023 / MARKETS & ECONOMY

Fintechs: Evaluating the Threat to Emerging Markets Banks

Fintechs: Evaluating the Threat to Emerging Markets Banks

Fintechs: Evaluating the Threat to Emerging...

After a closer look at the emerging markets banking sector, we’ve concluded the success...

By Mariel Abreu

Mariel Abreu Credit Analyst, Emerging Markets Corporate Debt

February 2023 / INVESTMENT INSIGHTS

Divest or Engage To Meet Climate Commitments?

Divest or Engage To Meet Climate Commitments?

Divest or Engage To Meet Climate Commitments?

The Russia/Ukraine war and the recent energy supply squeeze have brought into sharp...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

January 2023 / MARKETS & ECONOMY

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

Keep up-to-date on our views on developments in global capital markets.

January 2023 / MARKETS & ECONOMY

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

COVID Camouflage and the Risk of Declining Earnings in 2023

By T. Rowe Price

T. Rowe Price Integrated Equity Team

January 2023 / MARKETS & ECONOMY

Global Impact Credit - One Year On

Global Impact Credit - One Year On

Global Impact Credit - One Year On

Reflecting on a year of impact investing and what’s next.

By Matthew Lawton

Matthew Lawton Portfolio Manager, Global Impact Credit Strategy

January 2023 / INVESTMENT INSIGHTS

Five Key Insights From 2022

Five Key Insights From 2022

Five Key Insights From 2022

Uncertainty persists, but yield is back and fundamentals matter.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi-Asset Division

January 2023 / INVESTMENT INSIGHTS

A New Dollar Smile: Where Next for the U.S. Dollar?

A New Dollar Smile: Where Next for the U.S. Dollar?

A New Dollar Smile: Where Next for the U.S....

Our analysis shows the U.S. dollar is at risk of weakening.

By Multiple Authors

By Multiple Authors

January 2023 / VIDEO

Five Important Insights From 2022

Five Important Insights From 2022

Five Important Insights From 2022

The Fed is determined to fight inflation and yield is back, but socially oriented...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

Q4 2022  Show

December 2022 / MARKETS & ECONOMY

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

Keep up-to-date on our views on developments in global capital markets.

December 2022 / VIDEO

2023 Global Market Outlook Summary video

2023 Global Market Outlook Summary video

2023 Global Market Outlook Summary video

Ritu Vohora breaks down the 2023 Global Market Outlook in 2 mins.

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

December 2022 / INVESTMENT INSIGHTS

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Asset Allocation: Beyond Diversification

Insights from the Multi-Asset engine room.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and Chief Investment Officer

December 2022 / VIDEO

The 2023 Inflation Outlook

The 2023 Inflation Outlook

The 2023 Inflation Outlook

Easing inflation may slow or pause Fed hikes, but we believe a rate cut is unlikely...

By Timothy C. Murray

Timothy C. Murray CFA, Capital Markets Strategist

December 2022 / INVESTMENT INSIGHTS

Growth Investing: A Q&A With David Eiswert

Growth Investing: A Q&A With David Eiswert

Growth Investing: A Q&A With David Eiswert

A decade of insights and excitement for the return of price discovery.

By David J. Eiswert

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

December 2022 / ASSET ALLOCATION VIEWPOINT

The 2023 Inflation Outlook

The 2023 Inflation Outlook

The 2023 Inflation Outlook

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

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

December 2022 / MARKET OUTLOOK

Australia: Market Outlook 2023

Australia: Market Outlook 2023

Australia: Market Outlook 2023

Navigating an expected downturn in earnings.

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equities

December 2022 / GLOBAL MARKET OUTLOOK

Leaning Against the Wind

Leaning Against the Wind

Leaning Against the Wind

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

By Andrew McCormick, Sébastien Page & Justin Thomson

By Andrew McCormick, Sébastien Page & Justin Thomson

December 2022 / VIDEO

2023 Global Market Outlook Webinar

2023 Global Market Outlook Webinar

2023 Global Market Outlook Webinar

With volatility ahead, agility can be a great source of opportunity

By Multiple Authors

By Multiple Authors

December 2022 / INTERNATIONAL EQUITIES

The Outlook for Japan Remains Finely Poised

The Outlook for Japan Remains Finely Poised

The Outlook for Japan Remains Finely Poised

Divergent policy, relative to other major markets, has broad implications.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

December 2022 / GLOBAL MARKET OUTLOOK

An Economic Balancing Act

An Economic Balancing Act

An Economic Balancing Act

Aggressive rate hikes are slowing economic growth. But a deep downturn across the...

By Andrew McCormick, Sébastien Page & Justin Thomson

By Andrew McCormick, Sébastien Page & Justin Thomson

December 2022 / INTERNATIONAL EQUITIES

China Market Outlook 2023

China Market Outlook 2023

China Market Outlook 2023

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

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2022 / GLOBAL MARKET OUTLOOK

The Return of Yield

The Return of Yield

The Return of Yield

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

By Andrew McCormick, Sébastien Page & Justin Thomson

By Andrew McCormick, Sébastien Page & Justin Thomson

November 2022 / INVESTMENT INSIGHTS

What Next for Diversity in the Boardroom?

What Next for Diversity in the Boardroom?

What Next for Diversity in the Boardroom?

Beyond gender: Diversity through a multidimensional lens.

By Jocelyn Brown

Jocelyn Brown Head of Governance, EMEA and APAC

November 2022 / VIDEO

Waiting on the Fed?

Waiting on the Fed?

Waiting on the Fed?

We believe a constructive economic outlook, in addition to a Fed pivot, would likely...

By Timothy C. Murray

Timothy C. Murray CFA, Capital Markets Strategist

November 2022 / U.S. FIXED INCOME

Forecasting Oil Prices: Six Vital Indicators

Forecasting Oil Prices: Six Vital Indicators

Forecasting Oil Prices: Six Vital Indicators

We examine short-term oil data that are part of the price cycle and longer-term signals...

By Elliot Shue

Elliot Shue Corporate Credit Analyst, Energy and Commodities Industries

November 2022 / MULTI-ASSET STRATEGY

Markets May Need More Than a Fed Pivot to Cure Woes

Markets May Need More Than a Fed Pivot to Cure Woes

Markets May Need More Than a Fed Pivot to...

For sustained gains, markets need a Fed pivot and positive outlook.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

November 2022 / VIDEO

The Rise of Streaming Video Won’t Lift All Boats

The Rise of Streaming Video Won’t Lift All Boats

The Rise of Streaming Video Won’t Lift All...

The streaming revolution is forcing legacy media companies to play catch-up. Passing...

By Daniel Shear

Daniel Shear Media/Telecom Analyst, U.S. Equity Division

October 2022 / MARKETS & ECONOMY

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

Keep up-to-date on our views on developments in global capital markets.

October 2022 / INVESTMENT INSIGHTS

Turmoil Creates Opportunity for Short Duration Bonds

Turmoil Creates Opportunity for Short Duration Bonds

Turmoil Creates Opportunity for Short Duration...

Fed hikes have pushed up yields on lower-risk bond allocations.

By Multiple Authors

By Multiple Authors

October 2022 / INVESTMENT INSIGHTS

As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve

As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve

As Market Dynamics Pivot, Alpha Opportunities...

The U.S. equity landscape is changing as key characteristics retreat from extremes.

By Josh Nelson

Josh Nelson T. Rowe Price Head of U.S. Equity

October 2022 / INVESTMENT INSIGHTS

Click Here—Has the Boom in Digital Advertising Peaked?

Click Here—Has the Boom in Digital Advertising Peaked?

Click Here—Has the Boom in Digital Advertising...

Four key factors set to shape the outlook for digital advertising.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, T. Rowe Price US Large Cap Growth Equity Strategy

October 2022 / INVESTMENT INSIGHTS

Investing in Health Care’s Technological Transformation

Investing in Health Care’s Technological Transformation

Investing in Health Care’s Technological...

A wave of innovation underlies the success of mRNA vaccines.

By Ziad Bakri

Ziad Bakri Portfolio Manager, Health Sciences Equity Strategy

October 2022 / ASSET ALLOCATION VIEWPOINT

Outlook May Favour High Yield Bonds Over Equities

Outlook May Favour High Yield Bonds Over Equities

Outlook May Favour High Yield Bonds Over...

High yield bonds could offer a yield advantage relative to equities

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

Q3 2022  Show

October 2022 / INVESTMENT INSIGHTS

A Flexible Bond Approach to Help Navigate Volatile Markets Article Fragmen...

A Flexible Bond Approach to Help Navigate Volatile Markets Article Fragment

A Flexible Bond Approach to Help Navigate...

How the T. Rowe Price Dynamic Global Bond Fund may help during this challenging environmen...

By Arif Husain

Arif Husain CIO, Head of International Fixed Income, Lead Portfolio Manager, T. Rowe Price Dynamic Global Bond Fund

September 2022 / INVESTMENT INSIGHTS

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment...

Four factors set to drive a boom in capital expenditure.

By Ernest C. Yeung

Ernest C. Yeung Portfolio Manager, Emerging Markets,Discovery Equity Strategy

September 2022 / INVESTMENT INSIGHTS

Market Turbulence Puts Active Management in the Spotlight

Market Turbulence Puts Active Management in the Spotlight

Market Turbulence Puts Active Management...

Refocusing on company fundamentals favors quality stock picking

By Josh Nelson

Josh Nelson T. Rowe Price Head of U.S. Equity

September 2022 / INVESTMENT INSIGHTS

Complexity Brings Opportunity—Key Dynamics Shaping European Equities

Complexity Brings Opportunity—Key Dynamics Shaping European Equities

Complexity Brings Opportunity—Key Dynamics...

Tobias Mueller sheds light on Europe on his three-year milestone.

By Tobias Mueller

Tobias Mueller Portfolio Manager, T. Rowe Price European Select Strategy

September 2022 / INVESTMENT INSIGHTS

Adjusting Asset Allocation for ESG Preferences

Adjusting Asset Allocation for ESG Preferences

Adjusting Asset Allocation for ESG Preferences

A systematic portfolio construction framework to reflect ESG considerations.

By Multiple Authors

By Multiple Authors

September 2022 / INVESTMENT INSIGHTS

2022 Aggregate Proxy Voting Summary

2022 Aggregate Proxy Voting Summary

2022 Aggregate Proxy Voting Summary

A closer look at key trends in T. Rowe Price’s proxy voting activity over the past...

By Donna Anderson & Jocelyn Brown

By Donna Anderson & Jocelyn Brown

September 2022 / INVESTMENT INSIGHTS

Fed’s Inflation Fight Likely to Persist

Fed’s Inflation Fight Likely to Persist

Fed’s Inflation Fight Likely to Persist

Steady rise in cost of services clouds inflation outlook.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

September 2022 / INVESTMENT INSIGHTS

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh...

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

By Justin Thomson

Justin Thomson Chief Investment Officer, International Equity

September 2022 / INVESTMENT INSIGHTS

Some Thoughts on Bear Markets and Recessions

Some Thoughts on Bear Markets and Recessions

Some Thoughts on Bear Markets and Recessions

Making sense of turbulent markets in 2022

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equity Strategies

August 2022 / INVESTMENT INSIGHTS

Why Active Duration Management Matters

Why Active Duration Management Matters

Why Active Duration Management Matters

As market dynamics twist and turn, a flexible approach delivers results

By Arif Husain

Arif Husain CFA, CIO, Head of International Fixed Income, Lead Portfolio Manager, Dynamic Global Bond Strategy

August 2022 / INVESTMENT INSIGHTS

China: Embracing Uncertainty

China: Embracing Uncertainty

China: Embracing Uncertainty

And Identifying Good Opportunities

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

August 2022 / INVESTMENT INSIGHTS

The Bond Bear Market Appears Over—For Now

The Bond Bear Market Appears Over—For Now

The Bond Bear Market Appears Over—For Now

An early recession should reduce the chance of aggressive rate hikes.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager, Fixed Income Division

August 2022 / INVESTMENT INSIGHTS

Global Impact Credit Strategy 2021 Annual Report

Global Impact Credit Strategy 2021 Annual Report

Global Impact Credit Strategy 2021 Annual...

Our Global Impact Credit Strategy annual report articulates the decisions we have...

By Matthew Lawton

Matthew Lawton Portfolio Manager

August 2022 / INVESTMENT INSIGHTS

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

August 2022 / INVESTMENT INSIGHTS

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have...

More persistent inflation and rising interest rates change the landscape

By Gabriel Solomon

Gabriel Solomon Portfolio Manager, US Large‑Cap Value Equity Strategy

August 2022 / INVESTMENT INSIGHTS

Meet Hari Balkrishna

Meet Hari Balkrishna

Meet Hari Balkrishna

Portfolio Manager, Global Impact Equity Strategy

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager, Global Impact Equity Strategy

August 2022 / INVESTMENT INSIGHTS

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped...

This dynamic part of the global equity market remains significantly neglected.

By Johannes Loefstrand

Johannes Loefstrand Portfolio Manager, T. Rowe Price Frontier Markets Equity Strategy

August 2022 / INVESTMENT INSIGHTS

A Fall in Earnings Estimates Could Worsen Sell-Off

A Fall in Earnings Estimates Could Worsen Sell-Off

A Fall in Earnings Estimates Could Worsen...

Attractive stock prices are based on optimistic earnings estimates.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

July 2022 / VIDEO

The Road to Net Zero

The Road to Net Zero

The Road to Net Zero

This video highlights net zero insights from our ESG Investing Annual Report, including...

By Véronique Chapplow

Véronique Chapplow Investment Specialist

July 2022 / INVESTMENT INSIGHTS

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2022 / ASSET ALLOCATION VIEWPOINT

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Tech Stock Valuations Have Become Reasonable

Despite the recent rout, tech stocks are still not cheap.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

July 2022 / INVESTMENT INSIGHTS

Fixed Income—New Dynamics Demand Fresh Thinking

Fixed Income—New Dynamics Demand Fresh Thinking

Fixed Income—New Dynamics Demand Fresh Thinking...

How changing markets require investors to think and act differently.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

Q2 2022  Show

June 2022 / INVESTMENT INSIGHTS

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 / VIDEO

2022 Midyear Market Outlook Summary

2022 Midyear Market Outlook Summary

2022 Midyear Market Outlook Summary

The pandemic has left economic scars, fueling inflationary pressures not seen in...

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

June 2022 / MARKET OUTLOOK

Australia: Midyear Market Outlook

Australia: Midyear Market Outlook

Australia: Midyear Market Outlook

Economies are transitioning from inflation to stagflation to economic slowdown.

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equity at T. Rowe Price

June 2022 / INTERNATIONAL EQUITIES

The Old Continent Is Now the New World

The Old Continent Is Now the New World

The Old Continent Is Now the New World

How an ESG revolution is transforming European investment opportunities

By Tobias Mueller

Tobias Mueller Portfolio manager, T. Rowe Price European Strategies

June 2022 / MARKET OUTLOOK

Flexible Fixed Income

Flexible Fixed Income

Flexible Fixed Income

Bonds struggled to diversify against equity risk in the first half of the year, so...

By Arif Husain, Justin Thomson & Sébastien Page

By Arif Husain, Justin Thomson & Sébastien Page

June 2022 / MARKET OUTLOOK

Fundamentals Matter

Fundamentals Matter

Fundamentals Matter

With earnings growth likely to decelerate and interest rates rising, what opportunities...

By Arif Husain, Justin Thomson & Sébastien Page

By Arif Husain, Justin Thomson & Sébastien Page

June 2022 / INVESTMENT INSIGHTS

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

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

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Strategy

June 2022 / INVESTMENT INSIGHTS

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

June 2022 / INVESTMENT INSIGHTS

The Case for China Remains Strong

The Case for China Remains Strong

The Case for China Remains Strong

A more complex environment does not necessarily mean a less rewarding one.

By Justin Thomson

Justin Thomson Head of International Equity

June 2022 / INVESTMENT INSIGHTS

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the...

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

By Alan Tu

Alan Tu Portfolio Manager, Global Technology Equity Strategy

June 2022 / VIDEO

What lies ahead for emerging markets?

What lies ahead for emerging markets?

What lies ahead for emerging markets?

Chris Kushlis, Chief of China and Emerging Markets Macro Strategy

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

June 2022 / INTERNATIONAL EQUITIES

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting...

Beijing remains cautious about a near-term policy shift

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

May 2022 / MULTI-ASSET STRATEGY

Meet Richard Coghlan

Meet Richard Coghlan

Meet Richard Coghlan

By Richard Coghlan

Richard Coghlan Portfolio Solutions Manager, Global Multi‑Asset Team
Co‑Manager, T. Rowe Price’s Global Real Assets Equity Strategy

May 2022 / INVESTMENT INSIGHTS

The Road to Net Zero

The Road to Net Zero

The Road to Net Zero

How the world is moving forward on emissions reduction.

By Maria Elena Drew

Maria Elena Drew Director of Research for Responsible Investing

May 2022 / VIDEO

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

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

By Jeffrey Holford

Jeffrey Holford Pharmaceuticals Analyst, U.S. Equity Division

May 2022 / INVESTMENT INSIGHTS

Impact Investing in an era of change

Impact Investing in an era of change

Impact Investing in an era of change

Impact investing lives in a complex world of risk and opportunity—one of great change...

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

May 2022 / INVESTMENT INSIGHTS

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, Multi.Asset Division

April 2022 / INVESTMENT INSIGHTS

Q&A With Justin Thomson

Q&A With Justin Thomson

Q&A With Justin Thomson

T. Rowe Price’s CIO for International Equities

By Justin Thomson

Justin Thomson CIO and Head of International Equity

April 2022 / FIXED INCOME

Analysing the Case for Asia Credit Bonds

Analysing the Case for Asia Credit Bonds

Analysing the Case for Asia Credit Bonds

An attractive combination of risk and return.

By Sheldon Chan

Sheldon Chan Co‑Portfolio, Manager Asia Credit Bond Strategy

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 / INVESTMENT INSIGHTS

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

Three Harbingers Point to a U.S. Recession

History suggests it may not be imminent, however.

By Multiple Authors

By Multiple Authors

April 2022 / INVESTMENT INSIGHTS

A Closer Look at Inflation and the “Value Rally”

A Closer Look at Inflation and the “Value Rally”

A Closer Look at Inflation and the “Value...

Discovering new ideas that deliver value.

By David J. Eiswert

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

April 2022 / INVESTMENT INSIGHTS

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Asset Allocation in the Era of High Inflation

Responding to changing growth and inflation dynamics.

By Wenting Shen

Wenting Shen Portfolio Manager, Global Multi‑Asset Team

April 2022 / INVESTMENT INSIGHTS

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

April 2022 / MULTI-ASSET SOLUTIONS

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 / INVESTM