Our collected views...

ESG

Our commitment to responsible investing

Our Actions and Views on Ukraine

Expert views and key themes impacting the markets and global economy

Global Equities

Looking ahead to keep our clients on the right side of change

Global Fixed Income

Global Fixed Income markets are at a crossroads. Read our latest insights on the asset class here.

This Quarter (Q2 2022) Hide

May 2022 / INVESTMENT INSIGHTS

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 International Economist

May 2022 / INVESTMENT INSIGHTS

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

May 2022 / MARKETS & ECONOMY

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 International Economist

April 2022 / INVESTMENT INSIGHTS

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 / SEARCH FOR YIELD

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

History suggests it may not be imminent, however.

By Multiple Authors

April 2022 / MARKETS & ECONOMY

Volatility Spikes May Not Be Good Sell Signals

Better for investors to stay calm in times of market turbulence.

By Nathan Wang & Thomas Poullaouec

April 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

3 key themes: Inflation, The Fed and Covid

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

April 2022 / INVESTMENT INSIGHTS

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

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

High inflation and economic weakness could stifle global economy.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

April 2022 / INVESTMENT INSIGHTS

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 Sébastien Page & Cesare Buiatti

April 2022 / INVESTMENT INSIGHTS

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as...

Shorter durations, higher yields could provide a buffer as rates rise.

By Kevin Loome & Ashley Wiersma

April 2022 / INVESTMENT INSIGHTS

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

April 2022 / MULTI-ASSET STRATEGY

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 International Economist

April 2022 / INVESTMENT INSIGHTS

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 Multi‑Asset Solutions Strategist

Previous Quarter (Q1 2022) Hide

March 2022 / POLICY INSIGHTS

U.S. Fiscal Stimulus: Takeaways for Investors

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

By Katie Elizabeth Deal

Katie Elizabeth Deal Washington Analyst U.S. Equity Division

March 2022 / MULTI-ASSET STRATEGY

Six Pillars for an Effective Model Portfolio

T. Rowe Price process has key design and management strengths.

By Thomas Poullaouec & Wenting Shen

March 2022 / INVESTMENT INSIGHTS

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

March 2022 / MARKETS & ECONOMY

Making Sense of the Sell-Off, Then Rally in Chinese ADRs

Making Sense of the Sell-Off, Then Rally...

Concerns about delistings on U.S. exchanges appear to be overblown

March 2022 / MARKET EVENTS

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults...

The latest developments add to Russia’s negative economic outlook.

By Benjamin Robins

Benjamin Robins Emerging Markets Debt Portfolio Specialist

March 2022 / INVESTMENT INSIGHTS

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager, Global Impact Credit Strategy

March 2022 / ECONOMICS

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 the Fed’s path

By Blerina Uruçi

Blerina Uruçi US Economist

March 2022 / VIDEO

Inflation, Innovation, and Our Outlook for Health Care Stocks

Inflation, Innovation, and Our Outlook for...

Our longer-term outlook for the health care sector is positive, but we expect markets...

By Ziad Bakri

Ziad Bakri Portfolio Manager

March 2022 / FIXED INCOME

Long-Dated Credit Can Boost Returns in a Tightening Environment

Long-Dated Credit Can Boost Returns in a...

Shorter-dated bonds are typically hit harder by rising inflation and low growth.

By Kenneth A. Orchard & Onur Uncu

March 2022 / INVESTMENT INSIGHTS

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s...

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / MULTI-ASSET STRATEGY

Growth Likely to Remain Under Pressure

Growing economic uncertainty could mean a bumpy road ahead.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

March 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

3 key themes: Inflation, Interest Rates and Russia's invasion of Ukraine

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

March 2022 / GLOBAL EQUITIES

Positioning for the Future in Global Equities

How our investment framework is adapting to the challenge of change.

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2022 / STRATEGY SPOTLIGHT

Russia, Ukraine and Some Observations Amidst the Uncertainty

Russia, Ukraine and Some Observations Amidst...

Our thoughts are with every individual impacted by the events unfolding in Ukraine.

By Laurence Taylor

Laurence Taylor Equity Portfolio Specialist

March 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

March 2022 / MARKETS & ECONOMY

Reports of a Looming Recession May Be Exaggerated

The global economy is probably more resilient than you think.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2022 / MARKET EVENTS

How We’re Positioned Against Heightened Market Risks

How We’re Positioned Against Heightened Market...

Russia’s invasion of Ukraine has heightened market risk following an already volatile...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

March 2022 / U.S. FIXED INCOME

A Determined Federal Reserve Prepares for Tightening Cycle

A Determined Federal Reserve Prepares for...

We anticipate continued Treasury yield curve flattening.

By Stephen L. Bartolini & Steve Boothe

March 2022 / EMERGING MARKETS

Implications of the Removal of Russia From MSCI Indices

Implications of the Removal of Russia From...

Russian shares to be removed from MSCI indices due to market accessibility issues.

March 2022 / INVESTMENT INSIGHTS

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

March 2022 / EMERGING MARKETS

A Q&A Session With Ernest Yeung

Attractive opportunities for active investors in EM stocks.

By Ernest C. Yeung

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

March 2022 / INVESTMENT INSIGHTS

The Great Unwind?

From The Desk February 2022

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equities

March 2022 / VIDEO

Russia-Ukraine Crisis – Investment Implications

Webinar Replay with Arif Husain, Head of International Fixed Income and CIO

By Multiple Authors

February 2022 / MARKET EVENTS

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 Fixed Income and CIO

February 2022 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

For or Against? The Year in Shareholder Resolutions—2021

For or Against? The Year in Shareholder Resolution...

With environmental and social proposals in the spotlight, case-by-case insights were...

By Donna Anderson & Jocelyn Brown

February 2022 / VIDEO

Global Equity Markets Update with Sam Ruiz

Wild ride for global equity investors, but COVID distortions are beginning to normalize

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

February 2022 / INTERNATIONAL EQUITIES

Meet Jackie Liu

Portfolio Manager, China Growth Opportunities Equity Strategy

By Jacqueline Liu

Jacqueline Liu Portfolio Manager, China Growth Opportunities Equity Strategy

February 2022 / GLOBAL FIXED INCOME

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration...

Strategies to reduce potential duration-led losses.

By Joran Laird

Joran Laird Global Fixed Income Portfolio Specialist

February 2022 / DEFINED CONTRIBUTION

Beyond Averages: A More Robust Approach to Glide-Path Design

Beyond Averages: A More Robust Approach to...

Key Inputs Should Reflect Diversity of DC Plan Populations.

By Lorie Latham, Zachary Rayfield & Kathryn Farrell

February 2022 / GLOBAL FIXED INCOME

Fixed Income 2022: Nowhere to Hide?

A fresh approach to fixed income investing in a year that could be potentially dominated...

By Arif Husain & Amanda Stitt

February 2022 / GLOBAL FIXED INCOME

“Shoulda, Woulda, Coulda”

Adventures in global high yield

By Mark J. Vaselkiv

Mark J. Vaselkiv Chief Investment Officer, Fixed Income

February 2022 / FIXED INCOME

Five Reasons Why I’m Reducing Credit Risk

Tight spreads and hawkish central banks are a concern.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

February 2022 / EMERGING MARKETS

Making the Case for Emerging Markets

Five factors supporting EM equities on a tactical and structural basis.

By Justin Thomson, Eric C. Moffett & Malik Asif

February 2022 / ASSET ALLOCATION VIEWPOINT

What Pivot to Higher Rates May Mean for Stocks

Higher interest rates pose near-term challenges for stocks.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2022 / MULTI-ASSET SOLUTIONS

Another PULSe Indicator Spike in Q4 2021

But the factor divide continues.

By Thomas Poullaouec, Nathan Wang & David Clewell

February 2022 / GLOBAL ECONOMY

What’s Behind the Market Volatility, and What We’re Watching Next

What’s Behind the Market Volatility, and...

Further price fluctuations loom amid Fed hikes, inflation, and post‑pandemic shifts.

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

February 2022 / MARKETS & ECONOMY

Putting the Fed’s Planned Rate Hikes into Context

Putting the Fed’s Planned Rate Hikes into...

History shows that Fed hikes alone tend not to derail markets.

By Multiple Authors

February 2022 / GLOBAL FIXED INCOME

Why Fixed Income Investors Should Think Differently in 2022

Why Fixed Income Investors Should Think Differentl...

Higher rates and more volatility demand a flexible approach.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

February 2022 / GLOBAL FIXED INCOME

Unlocking Impact Outside of ESG-Labeled Debt

Driving real change means investors should look beyond the label.

By Matthew Lawton

Matthew Lawton Portfolio Manager

January 2022 / VIDEO

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift...

Omicron is significant, but it’s likely to move on swiftly without a large drag on...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

January 2022 / EMERGING MARKETS EQUITY

China Deleveraging: Domestic and Global Impacts

China Deleveraging: Domestic and Global Impacts...

A multi-year path to reducing financial risk & improving credit allocation.

By Christopher J. Kushlis

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

January 2022 / U.S. FIXED INCOME

Strong Fundamentals, Demand Drive Investment-Grade Corporates

Strong Fundamentals, Demand Drive Investment-Grade...

Improving fundamentals and supportive technicals are driving underappreciated opportunitie...

By Lauren T. Wagandt

Lauren T. Wagandt Portfolio Manager

January 2022 / FIXED INCOME

EM Currencies Can Boost Bond Portfolios Amid Rising Inflation

EM Currencies Can Boost Bond Portfolios Amid...

Currencies of commodity-exporting countries are particularly attractive.

By Kenneth A. Orchard & Onur Uncu

January 2022 / ASSET ALLOCATION VIEWPOINT

Ten Key Insights From 2021

Despite splashy macroeconomic events, fundamentals still matter.

By Timothy C. Murray

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

January 2022 / ECONOMICS

In With a Whimper, Out With a Bang

The investment story of 2022 will be tactical bear, structural bull.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

January 2022 / VIDEO

Diversity, Equity, and Inclusion: A Performance Multiplier

Diversity, Equity, and Inclusion: A Performance...

By Raymone Jackson

Raymone Jackson Global Head of Corporate Diversity & Inclusion

Q4 2021 Show

December 2021 / EUROPE

The Three Dynamics Shaping a Promising Outlook for Europe

The Three Dynamics Shaping a Promising Outlook...

Innovation, sustainability, and the market cycle create distinct opportunities.

By Tobias Mueller

Tobias Mueller Portfolio Manager, European Select Equity Strategy

December 2021 / INTERNATIONAL EQUITIES

Aussie Banks: Tougher Times Ahead

By Nicholas Vidale

Nicholas Vidale Financials Investment Analyst

December 2021 / VIDEO

Video Series – China: Too Big to Ignore

By Wenli Zheng & Christopher J. Kushlis

December 2021 / INVESTMENT INSIGHTS

A Digital U.S. Dollar Will Strengthen the Currency’s Global Dominance

A Digital U.S. Dollar Will Strengthen the...

A Fed-backed CBDC will dwarf those of other countries

By Tomasz Wieladek & Aadish Kumar

December 2021 / MULTI-ASSET SOLUTIONS

Three Contrarian Investing Views on China, Stagflation, Supply Chains

Three Contrarian Investing Views on China,...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager, Multi-Asset

December 2021 / VIDEO

Global Equity Markets Update with Sam Ruiz

Interesting mix of positive and negative tensions in global markets

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

December 2021 / WEBINAR

2022 Global Market Outlook Webinar

Hear directly from our investment leaders as they discuss four top investment themes...

By Multiple Authors

December 2021 / ECONOMICS

The Great Inflation Debate

Have we entered a new era?

By Justin Thomson

Justin Thomson Head of International Equity and CIO

December 2021 / VIDEO

Global Market Outlook Summary Video

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

December 2021 / ASSET ALLOCATION VIEWPOINT

Revisiting Inflation Concerns

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

December 2021 / U.S. EQUITIES

Two Dominant Trends Changing Fintech Stocks

Two dominant trends we are seeing in the fintech space are the transition to digital...

By Jon Friar

Jon Friar Sector Portfolio Manager

December 2021 / FIXED INCOME

Credit Investing Roadmap for 2022

Navigating the credit cycle and the road ahead

By Justin Gerbereux, Carolyn Chu & Michael Lambe

December 2021 / MARKET OUTLOOK

Australia: 2022 Market Outlook

Transitioning from tailwinds to headwinds.

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equities

December 2021 / GLOBAL MARKET OUTLOOK

Growth Delayed, Not Derailed

The global economic recovery appears on track, but policymakers may be challenged...

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / GLOBAL MARKET OUTLOOK

Focus on Fundamentals

Equity valuations are vulnerable to rising interest rates. Slower U.S. earnings growth...

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / GLOBAL MARKET OUTLOOK

Playbook for a Shifting Economic Landscape

Looking for Growth in Challenging Markets

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / GLOBAL MARKET OUTLOOK

Navigating Policy Shifts

Risk of central bank missteps could keep bond markets volatile in 2022.

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / INVESTMENT INSIGHTS

Germany’s Coalition Agreement Should Stimulate Growth and Inflation

Germany’s Coalition Agreement Should Stimulate...

The new government will likely show more flexibility on EU-wide issues.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

December 2021 / GLOBAL MARKET OUTLOOK

Path to Global Sustainability

Investment in global supply chain, public infrastructure and renewable energy development...

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / GLOBAL FIXED INCOME

Why Impact Investing Needs Public Debt Markets

Their size and diversified nature can foster long-term change.

By Matthew Lawton

Matthew Lawton Portfolio Manager

December 2021 / GLOBAL MARKET OUTLOOK

China Market Outlook 2022

Attractive opportunities amid China’s fast-changing environment.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Portfolio

December 2021 / JAPAN EQUITIES

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

November 2021 / STRATEGY SPOTLIGHT

European Select Equity

By Tobias Mueller

Tobias Mueller Portfolio Manager, European Select Equity Strategy

November 2021 / GLOBAL FIXED INCOME

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep...

Heightened volatility reflects a changed reality.

By Multiple Authors

November 2021 / U.S. GOVERNMENT POLICY

U.S. Infrastructure Bill Could Strengthen Secular Trends

U.S. Infrastructure Bill Could Strengthen...

Investors should remain selective and focus on fundamentals.

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

November 2021 / VIDEO

COP26 Conference–Outcomes, Agreements, and Investment Implications

COP26 Conference–Outcomes, Agreements, and...

With the COP26 Conference in Glasgow now concluded, we look at the key outcomes and...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

November 2021 / GLOBAL EQUITIES

Higher Oil Prices Unlikely to Prove Sustainable

Supply response and productivity gains should pressure prices.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager

November 2021 / FIXED INCOME

Rising Yields Present a Familiar Challenge in a New Era

Rising Yields Present a Familiar Challenge...

Inflation concerns are highest in decades.

By Kenneth A. Orchard & Onur Uncu

November 2021 / ECONOMICS

China Remains Compelling Despite Regulatory Upheavals

China Remains Compelling Despite Regulatory...

Understanding the government’s social agenda is key

By Christopher J. Kushlis & Justin Thomson

November 2021 / ECONOMICS

The ECB Will Likely Resist Hiking Despite Inflationary Pressure

The ECB Will Likely Resist Hiking Despite...

This would set it on a different path than other central banks.

By Tomasz Wieladek

Tomasz Wieladek International Economist

November 2021 / GLOBAL EQUITIES

Meet Peter Bates

Portfolio Manager, Global Select Equity Strategy

By Peter J. Bates

Peter J. Bates Portfolio Manager

November 2021 / VIDEO

Global Equity Markets Update with Sam Ruiz

Three themes investors are focused on: Supply Chain Issues, China and Federal Reserve...

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

November 2021 / INVESTMENT INSIGHTS

Change in Political Leadership and the Outlook for Japan

Change in Political Leadership and the Outlook...

Prospects for stocks look bright amid expected policy continuity

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

November 2021 / MULTI-ASSET STRATEGY

Benchmark Aware or Agnostic?

A practical guide on which investment approach may best suit you.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions APAC

November 2021 / STRATEGY SPOTLIGHT

Global Select Equity

T. Rowe Price Strategy Focus on Global Select Equity

By Peter J. Bates

Peter J. Bates Portfolio Manager

November 2021 / DEFINED CONTRIBUTION

Three Tips for Evaluating Target Date Solutions

Helping plan sponsors identify solutions fit for purpose.

By Lorie Latham

Lorie Latham Senior Defined Contribution Strategist

November 2021 / INVESTMENT INSIGHTS

Supply Bottlenecks May Be Peaking

Data suggest that supply chain issues may have stopped getting worse

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

November 2021 / INVESTMENT INSIGHTS

Central Banks Diverge in Response to Inflation

How differences are creating opportunities in fixed income

By Multiple Authors

November 2021 / GLOBAL ECONOMY

Volatility Looms as Support Is Withdrawn

The supportive business cycle will likely provide opportunities, however.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator Rang the Alarm in Q3 2021

PULSe reached its highest level since April 2020.

By Thomas Poullaouec, Nathan Wang & David Clewell

October 2021 / EMERGING MARKETS

China: Why It Pays To Look For The Overlooked

China is an economy and market that is constantly changing

By Irmak Surenkok & Robert Secker

October 2021 / INTERNATIONAL EQUITIES

The Three Dynamics Shaping a Promising Outlook for Europe

The Three Dynamics Shaping a Promising Outlook...

Innovation, sustainability, and the market cycle create distinct opportunities.

By Tobias Mueller

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

October 2021 / FIXED INCOME

The Fed Surreptitiously Turns Dovish

SEP reveals a renewed commitment to average inflation targeting.

By Stephen L. Bartolini & Steve Boothe

October 2021 / GLOBAL EQUITIES

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

October 2021 / INVESTMENT INSIGHTS

Why There’s More to China than Just Big Tech

Mainstream indices are a poor reference point for investors in China

By Irmak Surenkok & Robert Secker

October 2021 / FIXED INCOME

Rich Valuations Balance Healthy Credit in Global High Yield

Rich Valuations Balance Healthy Credit in...

Credit analysis can expose value even amid tight credit spreads.

By Michael Connelly

Michael Connelly Portfolio Manager

October 2021 / MARKET OUTLOOK

Growth Delayed but Not Derailed

Opportunities still lie ahead for firms and investors

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

October 2021 / VIDEO

Global Equity Markets Update with Sam Ruiz

Three themes investors are focused on now: China's engineered default, rates moving...

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

October 2021 / INVESTMENT INSIGHTS

Rising Inflation Risk and How to Address It

Rising Inflation Risk and How to Address...

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets,...

By Yoram Lustig & Michael Walsh

October 2021 / MARKETS & ECONOMY

Banks Set to Play Critical Role in Climate Change Fight

Banks Set to Play Critical Role in Climate...

Transition to a low-carbon economy brings lending risks and opportunities

By Maria Elena Drew & Joseph Baldwin

October 2021 / INVESTMENT INSIGHTS

Maintaining a Cautious Approach

Negative economic surprises could cause volatility.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

October 2021 / U.S. GOVERNMENT POLICY

Legislation Supporting Clean Energy Would Impact Key Sectors

Legislation Supporting Clean Energy Would...

Modernizing the electric grid is key for scaling up renewable power.

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

October 2021 / VIDEO

Inflation, Central Bank Policy, and the Implications for Emerging Markets...

Inflation, Central Bank Policy, and the Implicatio...

Fears that rising inflation could spill over to the emerging world have seen EM central...

By Benjamin Robins, Michael Ganske & Charles Knudsen

October 2021 / INVESTMENT INSIGHTS

Demand Stimulus and Inflationary Pressures Loom for Post‑Election Germany

Demand Stimulus and Inflationary Pressures...

The new government will likely prioritize social justice and green policies.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

Q3 2021 Show

September 2021 / INVESTMENT INSIGHTS

Innovations in Sustainability Are Reshaping the Future of Plastic

Innovations in Sustainability Are Reshaping...

Balancing health and environmental concerns with the material’s utility

By Maria Elena Drew & Natalie McGowen

September 2021 / INVESTMENT INSIGHTS

Confronting the Challenges of Persistent Transitory Inflation

Confronting the Challenges of Persistent...

How to position against potential inflation risks in fixed income.

By Multiple Authors

September 2021 / VIDEO

The Three Drivers of Innovation in Biotech Stocks

The Three Drivers of Innovation in Biotech...

Innovation in the biotech industry is creating investment opportunities in stocks...

By John Hall

John Hall Investment Analyst

September 2021 / MARKETS & ECONOMY

UK Turns to Bold Post-Brexit Reforms to Boost Economy

UK Turns to Bold Post-Brexit Reforms to Boost...

Freedom to set finance and immigration policies may spur growth

By Quentin S. Fitzsimmons & Tomasz Wieladek

September 2021 / INVESTMENT INSIGHTS

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

September 2021 / FIXED INCOME

Regulatory Actions in China: Short-Term Pain, Long-Term Gain

Regulatory Actions in China: Short-Term...

Beijing’s tightening grip bodes well for China Inc.'s health.

By Sheldon Chan, Christopher J. Kushlis & Lee Sun

September 2021 / INVESTMENT INSIGHTS

China – Too Big to Ignore?

China’s development is recognised as one of the most important shifts in the global...

By Irmak Surenkok & Robert Secker

September 2021 / INVESTMENT INSIGHTS

The Cycle Where Are We Implications for Global Equity Investors

The Cycle Where Are We Implications for Global...

Complex environments need active management to help steer portfolios in the right...

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2021 / NEWS

T. Rowe Price Appoints New Head of Institutional for Australia and New...

T. Rowe Price Appoints New Head of Institutional for Australia and New Zealand

By T. Rowe Price

T. Rowe Price

September 2021 / INVESTMENT INSIGHTS

Should Rising Inflation Be a Concern?

High sustained inflation is usually a headwind for stocks and bonds.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

13 September 2021 / MULTI-ASSET SOLUTIONS

Looming Lower Returns Demand Creative Multi-Asset Response

Looming Lower Returns Demand Creative Multi-Asset...

Active management and a broad toolkit may be necessary

By Yoram Lustig, Michael Walsh & Niklas Jeschke

August 2021 / EMERGING MARKETS

Is the Value Rally in Emerging Markets Sustainable?

Is the Value Rally in Emerging Markets Sustainable...

Value investing is coming in from the cold.

By Ernest C. Yeung

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

August 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Sentiment and Economic Uncertainty Rule in Q2

Inflation and central banks dominate markets, outweigh new coronavirus variants.

By Thomas Poullaouec, Nathan Wang & David Clewell

August 2021 / MARKETS & ECONOMY

How 2021 Is Shaping as an Epic Year for Climate Regulation

How 2021 Is Shaping as an Epic Year for Climate...

Momentum on emissions targets builds ahead of COP26 conference

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2021 / ASSET ALLOCATION VIEWPOINT

Sticking With Value

Despite strong fundamentals, growth stock valuations are extreme

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2021 / POLICY INSIGHTS

Biden Signals Government-Wide Push to Promote Competition

Biden Signals Government-Wide Push to Promote...

But changing rules and laws isn’t easy and would take time

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

August 2021 / MARKETS & ECONOMY

How Digital Currencies Add Policy Potency for Emerging Markets

How Digital Currencies Add Policy Potency...

More monetary policy control as rate decisions have a broader impact

By Tomasz Wieladek & Aadish Kumar

August 2021 / MARKETS & ECONOMY

China Regulation—Opportunity May Lie in the Midst of Stock Sell-Off

China Regulation—Opportunity May Lie in the...

We are assessing potential winners and losers amid new regulations in the education...

By Multiple Authors

July 2021 / MARKETS & ECONOMY

Central Bank Digital Currencies May Bring “Helicopter Money” Closer

Central Bank Digital Currencies May Bring...

More efficient money transfers will likely bring down rates

By Tomasz Wieladek & Aadish Kumar

23 July 2021 / FIXED INCOME

How Weighing ESG Risks Adds an Edge in EM Corporates

How Weighing ESG Risks Adds an Edge in EM...

Integrating ESG factors has the potential to provide a research edge.

By Samy Muaddi

Samy Muaddi Portfolio Manager

July 2021 / VIDEO

What does a change in market leadership mean for Australian Equities?

What does a change in market leadership mean...

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equities

July 2021 / INVESTMENT INSIGHTS

Cryptocurrencies and Distributed Ledgers May Transform Capital Markets

Cryptocurrencies and Distributed Ledgers...

Speculation is extraordinary, but so is potential

By Robert W. Sharps & Sébastien Page

July 2021 / MARKETS & ECONOMY

Into Choppier Waters

The serenity of equity markets is deceptive

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2021 / INVESTMENT INSIGHTS

How Far Are We in This Value Rotation?

A quantitative perspective

By Thomas Poullaouec & Nathan Wang

July 2021 / ASSET ALLOCATION VIEWPOINT

A Moderating Outlook for Equities

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

July 2021 / INVESTMENT INSIGHTS

Complex market calls for active stock picking

Scott Berg outlines the current positioning of the T. Rowe Price Global Growth Equity...

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2021 / VIDEO

Global Equity Market Update with Sam Ruiz

A range of possible market outcomes.

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

Q2 2021 Show

June 2021 / MARKETS & ECONOMY

The Eurozone Faces an Inflation Roller Coaster

Prices will likely slow next year—before picking up again

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

June 2021 / INVESTMENT INSIGHTS

Constructing a Chinese Equities Portfolio

Seek to exploit market inefficiencies and extract value from the investment universe

By Irmak Surenkok

Irmak Surenkok Portfolio Specialist

June 2021 / MARKET OUTLOOK

Gains Still to Be Found in Chinese Equities

Corporate earnings will likely be the focus after a post‑pandemic recovery.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

What Makes an “Impact” Investment Manager?

Understanding the required foundation to build, manage, and measure an impact portfolio

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

June 2021 / INVESTMENT INSIGHTS

Surging Home Prices May Lead to Rate Hikes

The return of housing as an economic driver gives the Fed options.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / MIDYEAR MARKET OUTLOOK

Positioning for a New Economic Landscape

Recovery is on track, but inflation pressures create risks.

By Robert W. Sharps, Justin Thomson & Mark J. Vaselkiv

June 2021 / INVESTMENT INSIGHTS

The Imminent Peak in Growth Does Not Spell Doom and Gloom

The Imminent Peak in Growth Does Not Spell...

It is likely to remain above the potential rate for a while

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

June 2021 / INVESTMENT INSIGHTS

Four Keys to Tackling the Green Bond Boom

Increased issuance means more buy-side diligence is needed

By Matthew Lawton

Matthew Lawton Portfolio Manager

June 2021 / MIDYEAR MARKET OUTLOOK

Australia in the “Living With Covid” Era

By Randal S. Jenneke

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

11 June 2021 / ASSET ALLOCATION VIEWPOINT

The Challenge of Rising Inflation

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

June 2021 / INVESTMENT INSIGHTS

Are Tight Credit Valuations Justified?

Positive tailwinds are providing support, but caution is advised

By Multiple Authors

May 2021 / INVESTMENT INSIGHTS

Duration Hideouts Offer Opportunities as Bond Sell-Off Continues

Duration Hideouts Offer Opportunities as...

Five key themes for an uncertain period in fixed income markets.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

May 2021 / INVESTMENT INSIGHTS

Why Central Bank Digital Currencies Will Revolutionize Banking

Why Central Bank Digital Currencies Will...

CBDCs should boost financial inclusion and improve efficiency.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

May 2021 / PODCAST

COVID-19 Vaccinations and the Implications for Emerging Markets

COVID-19 Vaccinations and the Implications...

The vaccine roll out across emerging markets is a critical question.

By Benjamin Robins

Benjamin Robins Portfolio Specialist

May 2021 / INVESTMENT INSIGHTS

Lessons Learned: Repeat of Taper Tantrum Unlikely

Lessons Learned: Repeat of Taper Tantrum...

The Fed may announce first asset tapering steps this summer.

By Alan Levenson, Stephen L. Bartolini & Mike Sewell

14 May 2021 / EMERGING MARKETS

What's Next for China's Geopolitical Relations?

Tensions remain elevated, but expect a return to more multilateral negotiations.

By Katie Elizabeth Deal & Christopher J. Kushlis

May 2021 / INVESTMENT INSIGHTS

Emerging Markets Should Largely Keep Pace With U.S. Rebound

Emerging Markets Should Largely Keep Pace...

Yield curves may steepen as growth recovers

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

May 2021 / NEWS

T. Rowe Price Announces FEAL Fund Executive of the Year Award Sponsorship

By T. Rowe Price

T. Rowe Price

May 2021 / BLOG

In First 100 Days, Biden Maps Big Changes to Economy

In First 100 Days, Biden Maps Big Changes...

Expect tax hikes to fund infrastructure upgrades and innovation

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

April 2021 / BLOG

Navigating a Landscape of Interlinked Crises

Opportunities presented by public policy in the Biden era

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

April 2021 / VIDEO

Are Rising Rates Good or Bad for Stocks?

Rising rates could present a dilemma for stock investors.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

29 April 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Diversity, Equity, and Inclusion in the Spotlight

From tragedy comes unity and a commitment to improve.

By Donna Anderson & Maria Elena Drew

April 2021 / INVESTMENT INSIGHTS

High Yield Debt Can Boost Income And Return Potential Amid Low Yields

High Yield Debt Can Boost Income And Return...

Downside risk management is crucial

By Multiple Authors

April 2021 / VIDEO

Global Equity Market Update with Sam Ruiz

Uncertainty about the recovery

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

April 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Stability on the Surface, Currents Underneath

PULSe Indicator: Stability on the Surface,...

Vaccination rollout/lockdowns lower pandemic risk. Liquidity is becoming a concern.

By Thomas Poullaouec, Nathan Wang & David Clewell

April 2021 / MULTI-ASSET SOLUTIONS

Inflation Likely to Accelerate: A Non-consensus View

Inflation Likely to Accelerate: A Non-consensus...

Aggressive stimulus and labor market tightening mean higher inflation risk

By Richard Coghlan & Christopher Faulkner-MacDonagh

April 2021 / VIDEO

A shift towards value

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

April 2021 / INVESTMENT INSIGHTS

Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors...

China, Japan, technology, and value have potential to shape global markets in 2021...

By Justin Thomson

Justin Thomson Head of International Equity and CIO

April 2021 / INVESTMENT INSIGHTS

Why ESG Factors Matter in Asia Credit Investing

Integrating ESG factors can help manage downside risk and identify high‑quality businesses...

By Multiple Authors

April 2021 / MARKETS & ECONOMY

Leveraging a Diversity of Perspectives on Rising Rates

Leveraging a Diversity of Perspectives on...

An unusual rebound may provide opportunities even as rates rise

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

March 2021 / VIDEO

Quarterly Australian Equity Market Outlook

What does the end of the inflation trade mean for Australian Equities?

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equities

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