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November 2023 / INVESTMENT INSIGHTS

As climate risks intensify, investment analysis must rise to the challenge

As climate risks intensify, investment analysis must rise to the challenge

As climate risks intensify, investment analysis...

Addressing the challenge of integrating climate change dynamics into investment decision-m...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing, TRPA

November 2023 / GLOBAL FIXED INCOME

Avoiding false signals in wait for peak U.S. Treasury yields

Avoiding false signals in wait for peak U.S. Treasury yields

Avoiding false signals in wait for peak U.S....

A framework can be useful for evaluating whether U.S. Treasury yields have peaked.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

October 2023 / INTEGRATED EQUITY

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Understanding Market Dynamics Better With Thematic Baskets

By T. Rowe Price

T. Rowe Price Integrated Equity Team

October 2023 / MULTI-ASSET INSIGHTS

The View from the Knife's Edge: A New Market Regime

The View from the Knife's Edge: A New Market Regime

The View from the Knife's Edge: A New Market...

A new market regime isn’t necessarily a reason to be bearish.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

October 2023 / MULTI-ASSET

The Inflation Battle May Not Be Over

The Inflation Battle May Not Be Over

The Inflation Battle May Not Be Over

An uptick in some prices could mean higher rates for longer

By Timothy C. Murray

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

October 2023 / GLOBAL FIXED INCOME

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure...

A flood of new global sovereign debt will affect market dynamics.

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

October 2023 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Counting the Cost of Biodiversity Loss

Counting the Cost of Biodiversity Loss

Counting the Cost of Biodiversity Loss

Addressing the challenge of integrating biodiversity into investment analysis

By Tongai Kunorubwe

Tongai Kunorubwe TRPA Head of ESG, Fixed Income

October 2023 / INVESTMENT INSIGHTS

Keeping Pace With the Energy Transition

Keeping Pace With the Energy Transition

Keeping Pace With the Energy Transition

Energy transition has broad economic, political, and investment implications

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing, T. Rowe Price Associates, Inc.

Previous Quarter (Q3 ) Hide

September 2023 / ECONOMICS

A Government Shutdown Would Pose a Small Threat to Markets

A Government Shutdown Would Pose a Small Threat to Markets

A Government Shutdown Would Pose a Small...

Theatrics aside, a budget agreement seems likely in the near term.

By Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, US Equity Division

September 2023 / GLOBAL FIXED INCOME

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The consensus view shift toward a mild downturn looks misplaced.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

September 2023 / INVESTMENT INSIGHTS

A Surprising Rise in US Treasury Yields

A Surprising Rise in US Treasury Yields

A Surprising Rise in US Treasury Yields

Rate volatility is likely to persist as Fed pursues 2% inflation target

By Christina Noonan

Christina Noonan Associate Portfolio Manager, Multi‑Asset Division

September 2023 / INVESTMENT INSIGHTS

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance...

Driving deliberate innovation with artificial intelligence tools to boost human decision-m...

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

September 2023 / INVESTMENT INSIGHTS

Emerging Markets—Dancing to Their Own Beat

Emerging Markets—Dancing to Their Own Beat

Emerging Markets—Dancing to Their Own Beat

Central banks set to kick off easing cycles as inflation cools.

By Christopher J. Kushlis

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

September 2023 / EMERGING MARKETS

Why You Should Consider a Better Future for EM Equities

Why You Should Consider a Better Future for EM Equities

Why You Should Consider a Better Future for...

Turnaround factors are forming to support emerging markets.

By Ernest C. Yeung

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

September 2023 / U.S. GOVERNMENT POLICY

Regulating the AI Revolution: What Investors Need to Know

Regulating the AI Revolution: What Investors Need to Know

Regulating the AI Revolution: What Investors...

Competition with China and consumer safety are key themes.

By Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, U.S. Equity Division

September 2023 / VIDEO

Big Data and AI: Risk and Opportunity in Infrastructure Software

Big Data and AI: Risk and Opportunity in Infrastructure Software

Big Data and AI: Risk and Opportunity in...

As AI automates more processes, the volume, variety, and speed of data should increase....

By Sam Johnson

Sam Johnson Infrastructure Software Analyst, U.S. Equity Division

August 2023 / ESG

2023 TRPIM Proxy Voting Summary

2023 TRPIM Proxy Voting Summary

2023 TRPIM Proxy Voting Summary

Key trends in T. Rowe Price Investment Management’s proxy voting activity over the...

By Christopher Whitehouse

Christopher Whitehouse Regional Head of Corporate Governance

August 2023 / MULTI-ASSET

Inflation Globalization

Inflation Globalization

Inflation Globalization

Understanding the drivers of domestic and global inflation.

By Multiple Authors

By Multiple Authors

August 2023 / VIDEO

Leaning Into Real Assets

Leaning Into Real Assets

Leaning Into Real Assets

Attractive valuations and improving fundamentals may boost commodities.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2023 / MULTI-ASSET

Keep Long and Carry On

Keep Long and Carry On

Keep Long and Carry On

High yield bonds paired with long-term Treasuries offer attractive carry.

By Sébastien Page

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

August 2023 / VIDEO

A new era of Gulf aid: potential winners and losers

A new era of Gulf aid: potential winners and losers

A new era of Gulf aid: potential winners...

A new era of Gulf aid could emerge—which countries could potentially benefit, and...

By Razan Nasser

Razan Nasser Sovereign Research Analyst, Fixed Income

August 2023 / ASSET ALLOCATION

Leaning Into Real Assets

Leaning Into Real Assets

Leaning Into Real Assets

Attractive valuations and improving fundamentals may boost commodities.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi‑Asset Division

August 2023 / GLOBAL EQUITIES

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Managing Investment Risks in a Historically Concentrated Market

By T. Rowe Price

T. Rowe Price Integrated Equity Team

August 2023 / GLOBAL FIXED INCOME

The Four U.S. Treasury Yield Phases of a Fed Tightening Cycle

The Four U.S. Treasury Yield Phases of a Fed Tightening Cycle

The Four U.S. Treasury Yield Phases of a...

Portfolio managers collaborate to help shape duration positioning.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

July 2023 / IMPACT INVESTING

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG...

Using measurement and engagement to tackle ESG fractures head-on

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager, Global Impact Equity Strategy

July 2023 / INVESTMENT INSIGHTS

From Crisis to Confidence: Spanish Banks Ready to Shine

From Crisis to Confidence: Spanish Banks Ready to Shine

From Crisis to Confidence: Spanish Banks...

Lessons from the Global Financial Crisis have left a stronger banking sector in Europe,...

By Rob Thomas

Rob Thomas Credit Analyst

July 2023 / INVESTMENT INSIGHTS

Where Now for Global Equity Markets?

Where Now for Global Equity Markets?

Where Now for Global Equity Markets?

Five forces defining the equity cycle.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2023 / ASSET ALLOCATION VIEWPOINT

U.S. Equities Are Back in Favor

U.S. Equities Are Back in Favor

U.S. Equities Are Back in Favor

Earnings outlook for U.S. companies is trending positive.

By Timothy C. Murray

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

July 2023 / INVESTMENT INSIGHTS

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy...

Hawkish stances risk overtightening and causing recession

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

Q2   Show

June 2023 / INVESTMENT INSIGHTS

Global Equities: Everything Changes, So Focus on What Stays the Same

Global Equities: Everything Changes, So Focus on What Stays the Same

Global Equities: Everything Changes, So Focus...

Our investment framework is constantly adapting to the challenges of change.

By David J. Eiswert

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

June 2023 / INVESTMENT INSIGHTS

Meet Matthew Lawton

Meet Matthew Lawton

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

June 2023 / VIDEO

Asset Allocation in an Uncertain Environment

Asset Allocation in an Uncertain Environment

Asset Allocation in an Uncertain Environment

We believe high yield bonds offer an attractive risk/reward trade-off in the current...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

15 June 2023 / MIDYEAR MARKET OUTLOOK

The Japan Story Is Gathering Momentum

The Japan Story Is Gathering Momentum

The Japan Story Is Gathering Momentum

Macro risks have risen, but the outlook for Japan appears bright.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

June 2023 / MIDYEAR MARKET OUTLOOK

Australia: Midyear Outlook 2023

Australia: Midyear Outlook 2023

Australia: Midyear Outlook 2023

Waiting for the earnings shoe to drop.

By Randal S. Jenneke

Randal S. Jenneke Head of Australian Equities

June 2023 / GLOBAL FIXED INCOME

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds...

Opportunities to generate value amid volatility

By Michael Della Vedova

Michael Della Vedova Co‑portfolio Manager, Global High Income Bond Strategy

June 2023 / INVESTMENT INSIGHTS

2023 China Midyear Market Outlook

2023 China Midyear Market Outlook

2023 China Midyear Market Outlook

A more broad-based recovery after initial reopening, though some bumpiness is expected.

By Jacqueline Liu

Jacqueline Liu Portfolio Manager, China Growth Opportunities Equity Strategy

June 2023 / GLOBAL EQUITIES

Generative AI Holds Both Promise and Peril for Investors

Generative AI Holds Both Promise and Peril for Investors

Generative AI Holds Both Promise and Peril...

Looking beyond the hype to see opportunities in builders and toolmakers

By Multiple Authors

By Multiple Authors

June 2023 / INVESTMENT INSIGHTS

Asset Allocation in an Uncertain Environment

Asset Allocation in an Uncertain Environment

Asset Allocation in an Uncertain Environment

High yield bonds could offer an attractive risk/reward trade-off

By Timothy C. Murray

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

May 2023 / INVESTMENT INSIGHTS

ESG Integral to Emerging Markets Corporate Bond Investing

ESG Integral to Emerging Markets Corporate Bond Investing

ESG Integral to Emerging Markets Corporate...

ESG-labeled bonds gain momentum, but monitoring credentials is vital.

By Siby Thomas

Siby Thomas Co‑Portfolio Manager, Emerging Markets Corporate Bond Strategy

May 2023 / VIDEO

My Two Biggest Rules for Investing in Industrials

My Two Biggest Rules for Investing in Industrials

My Two Biggest Rules for Investing in Industrials

Industrials are sensitive to the business cycle, but supportive government policies...

By Melanie Rizzo

Melanie Rizzo Industrials Analyst, U.S. Equity Division

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

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 / 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 / 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.

Q1   Show

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