Our collected views...

Randal S. Jenneke Head of Australian Equities

July 2021 / INVESTMENT INSIGHTS

Cryptocurrencies and Distributed Ledgers...

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 / ASSET ALLOCATION VIEWPOINT

A Moderating Outlook for Equities

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...

Scott Berg Portfolio Manager, Global Growth Equity Strategy

Previous Quarter (Q2 2021) Hide

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.

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.

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...

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

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 Sector Portfolio Manager

June 2021 / MIDYEAR MARKET OUTLOOK

Australia in the “Living With Covid” Era

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

11 June 2021 / ASSET ALLOCATION VIEWPOINT

The Challenge of Rising Inflation

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...

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.

Arif Husain Head of International Fixed Income

May 2021 / INVESTMENT INSIGHTS

Why Central Bank Digital Currencies Will...

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...

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...

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...

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...

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

Emerging Markets Should Largely Keep Pace...

Yield curves may steepen as growth recovers

Christopher J. Kushlis Asia Sovereign Analyst, London

May 2021 / BLOG

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

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

Katie Elizabeth Deal Investment Analyst

April 2021 / BLOG

Navigating a Landscape of Interlinked Crises

Opportunities presented by public policy in the Biden era

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.

Sébastien Page Head of Global Multi-Asset

29 April 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Diversity, Equity, and Inclusion in the Spotli...

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...

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,...

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-consensu...

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

Timothy C. Murray Capital Markets Strategist

April 2021 / INVESTMENT INSIGHTS

Five Forces in International Equities Investor...

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

April 2021 / INVESTMENT INSIGHTS

Why ESG Factors Matter in Asia Credit Investin...

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...

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 President, Head of Investments, Group CIO

March 2021 / VIDEO

Quarterly Australian Equity Market Outlook

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

Randal S. Jenneke Head of Australian Equities

Q1 2021 Show

March 2021 / INVESTMENT INSIGHTS

Seeking Alpha in Emerging Markets Corporate...

Seeking Alpha in Emerging Markets Corporate Debt

Seeking Alpha in Emerging Markets Corporate...

After a decade of strong performance, the asset class deserves a serious look

By Siby Thomas

Siby Thomas Portfolio Manager

March 2021 / INVESTMENT INSIGHTS

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Arif Husain Head of International Fixed Income

March 2021 / GLOBAL MARKETS

Investing in a Pandemic: Lessons Learned...

Investing in a Pandemic: Lessons Learned and What's Next

Disruption, speculation in markets, and themes to watch.

By Robert W. Sharps

Robert W. Sharps President, Head of Investments, Group CIO

March 2021 / VIDEO

U.S. Vaccine News Driving The Stock Market...

U.S. Vaccine News Driving The Stock Market Rally

Optimism about the rollout of vaccines in the US explains, in part, why the market...

Sébastien Page Head of Global Multi-Asset

March 2021 / INVESTMENT INSIGHTS

Impact Investing: Why It Matters Now More...

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2021 / INVESTMENT INSIGHTS

Why Credit Investors Need to Become Active...

Why Credit Investors Need to Become Active Duration Managers

Why Credit Investors Need to Become Active...

The importance of duration for credit performance and five ways to improve it

By Kenneth A. Orchard & Steve Booth

March 2021 / MARKETS & ECONOMY

Pleasant Recession, Unpleasant Recovery

Weak pent-up demand will likely prevent a post-COVID boom

Nikolaj Schmidt Chief International Economist

March 2021 / INVESTMENT INSIGHTS

China’s Economy: Recovery and Rebalancing

Emerging from the pandemic, an encouraging pathway for China’s economy

Christopher J. Kushlis Asia Sovereign Analyst, London

March 2021 / VIDEO

Global Equity Market Update with Sam Ruiz

In a in-between period

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

March 2021 / MARKETS & ECONOMY

Has the Fed Turned Hawkish by Allowing Bond...

Has the Fed Turned Hawkish by Allowing Bond Yields to Surge?

Has the Fed Turned Hawkish by Allowing Bond...

It seems happy to let financial market conditions tighten.

Nikolaj Schmidt Chief International Economist

March 2021 / VIDEO

Livewire Interview: Maximising returns in...

Livewire Interview: Maximising returns in global markets

Livewire Interview: Maximising returns in...

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

March 2021 / INVESTMENT INSIGHTS

Investing in the Infrastructure Behind the...

Investing in the Infrastructure Behind the Digital Economy

Investing in the Infrastructure Behind the...

We like firms supplying “picks and shovels” for the rush online

By Alan Tu, James Stillwagon & Anthony Bruce Wang

March 2021 / INVESTMENT INSIGHTS

When Emerging Market Debt Dances to the Inflat...

When Emerging Market Debt Dances to the Inflation Tune

When Emerging Market Debt Dances to the Inflation...

How higher oil prices could impact inflation and the asset class

By Arif Husain, Kenneth A. Orchard & Quentin S. Fitzsimmons

February 2021 / INVESTMENT INSIGHTS

Australia: Back to Boom Times?

The future for commodities may look bright

By Tom Shelmerdine

Tom Shelmerdine Investment Analyst

February 2021 / INVESTMENT INSIGHTS

Melting Permafrost Poses Challenge For Arctic...

Melting Permafrost Poses Challenge For Arctic Companies

Melting Permafrost Poses Challenge For Arctic...

Climate change risks are rising for Russian industrial companies

By Willem Visser

Willem Visser Investment Analyst

February 2021 / INVESTMENT INSIGHTS

The “In-Between,” the “New Normal,” and What’s...

The “In-Between,” the “New Normal,” and What’s Next…

The “In-Between,” the “New Normal,” and What’s...

Tracking the course for global equites to a post-COVID-19 world

David J. Eiswert Portfolio Manager

February 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator: Pandemic Factor Rises to...

PULSe Indicator: Pandemic Factor Rises to Crisis Levels

PULSe Indicator: Pandemic Factor Rises to...

Typically this leads Liquidity and Sentiment factors, which may trend higher.

By Thomas Poullaouec, Nathan Wang & David Clewell

February 2021 / INVESTMENT INSIGHTS

The Challenge of Low but Rising Rates

Timothy C. Murray Capital Markets Strategist

February 2021 / MARKETS & ECONOMY

The Risk Rally Will Likely Continue, but...

The Risk Rally Will Likely Continue, but It Is Vulnerable

The Risk Rally Will Likely Continue, but...

A price correction is possible.

Nikolaj Schmidt Chief International Economist

February 2021 / INVESTMENT INSIGHTS

Three Critical Questions Facing Fixed Income...

Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income...

Why a flexible approach is necessary in this challenging environment

Arif Husain Head of International Fixed Income

26 January 2021 / EMERGING MARKETS

Finding "Deeper Value" in Emerging Markets

Value‑growth divergence may be peaking.

By Ernest C. Yeung

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

January 2021 / INVESTMENT INSIGHTS

End of the Fed’s Credit Support Facilities...

End of the Fed’s Credit Support Facilities Is Positive

End of the Fed’s Credit Support Facilities...

Risk of unintended imbalances in the credit market is lower.

By Multiple Authors

January 2021 / MULTI-ASSET SOLUTIONS

Creativity in a Low-Yield Era

Bond investors could face more challenging markets in 2021.

By Mark J. Vaselkiv & David R. Giroux

January 2021 / MULTI-ASSET SOLUTIONS

Uncovering Opportunities Amid Recovery

A winding path back

January 2021 / INVESTMENT INSIGHTS

UK Investors Should Prepare for Negative...

UK Investors Should Prepare for Negative Interest Rates

UK Investors Should Prepare for Negative...

The role of gilts in portfolios could be impacted

By Tomasz Wieladek, Michael Walsh & Niklas Jeschke

Q4 2020 Show

December 2020 / thinking

ESG Reports

4 December 2020 / GLOBAL EQUITIES

Who Could Win in the Value vs. Growth Debate?

Applying active decision‑making is key in an uncertain environment.

By Laurence Taylor

Laurence Taylor Portfolio Specialist, Global Equity

December 2020 / MARKETS & ECONOMY

Innovation Drives Health Care Sector’s Respons...

Innovation Drives Health Care Sector’s Response to Pandemic

We may be on the cusp of a sea change in medicine.

By Ziad Bakri

Ziad Bakri Health Sciences Equity Strategy

December 2020 / INVESTMENT INSIGHTS

Central Banks Are Not Out of Ammunition Yet

How the prospect of further monetary easing could impact bond markets

By Multiple Authors

December 2020 / MARKETS & ECONOMY

Market Optimism May Be Justified—But I Urge...

Market Optimism May Be Justified—But I Urge Caution

Market Optimism May Be Justified—But I Urge...

Weak growth and a fiscally hamstrung U.S. signal trouble ahead

Nikolaj Schmidt Chief International Economist

30 November 2020 / INVESTMENT INSIGHTS

PULSe Indicator

Quarterly Update

By Thomas Poullaouec, Nathan Wang & David Clewell

30 November 2020 / VIDEO

What COVID-19 Vaccines Could Mean for Markets

Sébastien Page Head of Global Multi-Asset

November 2020 / PODCAST

Opportunity in an era of extremes

David Eiswert discusses the key issues for global equity investors, including the...

By David J. Eiswert & Laurence Taylor

November 2020 / INVESTMENT INSIGHTS

U.S. Election Results Appear Market-Friendly

Divided government likely would produce moderate policies

By Katie Elizabeth Deal, John D. Linehan & Mark J. Vaselkiv

November 2020 / INVESTMENT INSIGHTS

Uncovering Opportunities in Noninvestment-Grad...

Uncovering Opportunities in Noninvestment-Grade Credit

Uncovering Opportunities in Noninvestment-Grade...

Credit analysis can reveal value in bank loans, high yield bonds

By Paul Massaro & Michael Della Vedova

November 2020 / INVESTMENT INSIGHTS

Secular Forces Are Carving New Paths for...

Secular Forces Are Carving New Paths for Active Investing

Secular Forces Are Carving New Paths for...

The coronavirus has accelerated and redirected long-term trends

By Yoram Lustig & Michael Walsh

November 2020 / ASSET ALLOCATION STRATEGY

The Case for High Yield Bonds

Searching for income amid low investment-grade bond yields.

Timothy C. Murray Capital Markets Strategist

November 2020 / U.S. ELECTION

Biden Focus on Regulation Could Have Broad...

Biden Focus on Regulation Could Have Broad Impact

Efforts to achieve environmental goals may be consequential.

Katie Elizabeth Deal Investment Analyst

November 2020 / STRATEGY SPOTLIGHT

Strategy Focus on China Evolution Equity

We take a holistic approach to investing in China, looking for the best risk/reward...

Wenli Zheng Regional Portfolio Manager

November 2020 / MARKETS & ECONOMY

Biden Win Might Bring Mixed Outlook for Invest...

Biden Win Might Bring Mixed Outlook for Investors

Additional fiscal stimulus likely, tax hikes uncertain.

23 October 2020 / MARKET EVENTS

The Eurozone's Recovery Will Take a Break...

The Eurozone's Recovery Will Take a Break European Winter

The currency union faces four possible growth scenarios.

By Tomasz Wieladek & Ivan Morozov

October 2020 / INVESTMENT INSIGHTS

Why ESG Is Integral to Analysis of Mining...

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining...

Integrating ESG factors helps better understand long-term sustainability

By Willem Visser

Willem Visser Corporate Analyst

October 2020 / Market Outlook

COVID-19 has Transformed the US High Yield...

COVID-19 has Transformed the US High Yield Opportunity Set

COVID-19 has Transformed the US High Yield...

Downgrades and defaults have had a major impact on the asset class

By Kevin Loome & Gregor T. Dannacher

5 October 2020 / Video

Top Market Risks to Watch for the Rest of...

Top Market Risks to Watch for the Rest of 2020

Top Market Risks to Watch for the Rest of...

By Mark J. Vaselkiv

Mark J. Vaselkiv Chief Investment Officer, Fixed Income

October 2020 / Investment Insights

U.S. Presidential Election Adds to Uncertain...

U.S. Presidential Election Adds to Uncertain Environment

U.S. Presidential Election Adds to Uncertain...

Candidates offer divergent agendas that could impact markets

Q3 2020 Show

28 September 2020 / Video

Our Asset Allocation Committee Thinks Short-Te...

Our Asset Allocation Committee Thinks Short-Term Inflation is Unlikely

Our Asset Allocation Committee Thinks Short-Term...

Sébastien Page Head of Global Multi-Asset

September 2020 / Investment Insights

The Federal Reserve Crashes the Currency...

The Federal Reserve Crashes the Currency Party

The Federal Reserve Crashes the Currency...

Why the Federal Reserve actions could make the U.S. dollar weaker

By Arif Husain, Andrew Keirle & Kenneth A. Orchard

28 September 2020 / Global Equities

Sustainability Drives Success in a Post-Corona...

Sustainability Drives Success in a Post-Coronavirus World

Scott Berg Portfolio Manager, Global Growth Equity Strategy

17 September 2020 / Global Equities

Making Hard Choices in Extraordinary Times

Renewed equity market volatility highlights the need for portfolio breadth.

David J. Eiswert Portfolio Manager

15 September 2020 / U.S. Fixed Income

Fed Moves to Average Inflation Targeting

New policy framework effectively prioritizes maximum employment.

By Alan Levenson, Nikolaj Schmidt & Adam Marden

14 September 2020 / Global Equities

Volatility in Technology Highlights Importance...

Volatility in Technology Highlights Importance of Selectivity

Volatility in Technology Highlights Importance...

We believe the sector’s long-term growth stories remain strong.

By Alan Tu

Alan Tu Portfolio Manager

8 September 2020 / Global Fixed Income

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

Arif Husain Head of International Fixed Income

4 September 2020 / Asset Allocation Insights

Growth Versus Value: A Balanced View

Timothy C. Murray Capital Markets Strategist

August 2020 / Investment Insights

Rising Climate Change Risk Not Yet Factored...

Rising Climate Change Risk Not Yet Factored in by Markets

Rising Climate Change Risk Not Yet Factored...

Limited impact on near-term cash flows is masking longer-term risk

By Maria Elena Drew

Maria Elena Drew Director of research for Responsible Investing

August 2020 / Investment Insights

Emerging Markets Are Leading the Way in Fintec...

Emerging Markets Are Leading the Way in Fintech

Meeting the needs of a whole new customer base

By Charles Knudsen & Irmak Surenkok

August 2020 / Investment Insights

Global High Yield Bonds Continue to Offer...

Global High Yield Bonds Continue to Offer Value

Global High Yield Bonds Continue to Offer...

Opportunities remain despite recent spread tightening

By Michael Della Vedova

Michael Della Vedova Co-Portfolio Manager, Global High Income Bond Fund

August 2020 / Investment Insights

The Search for Yield

Discover the latest global market themes and the outlook for the world's major regions

Timothy C. Murray Capital Markets Strategist

July 2020 / Investment Insights

“Deferred Growth” Companies Pose Intriguing...

“Deferred Growth” Companies Pose Intriguing Opportunities

“Deferred Growth” Companies Pose Intriguing...

Some strong firms may benefit from a delayed surge in demand

By Nabil Hanano & James Stillwagon

21 July 2020 / Environmental, Social, and Governance

ESG Integration in Action

New case studies explaining how our investment professionals incorporate ESG factors...

9 July 2020 / U.S. Election

Higher Tax Rates Expected in Biden Administrat...

Higher Tax Rates Expected in Biden Administration

Rise in corporate and personal taxes to finance domestic programs.

Katie Elizabeth Deal Investment Analyst

July 2020 / Investment Insights

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track

Nikolaj Schmidt Chief International Economist

July 2020 / Policy Insights

Higher Tax Rates Expected in Biden Administrat...

Higher Tax Rates Expected in Biden Administration

Rise in corporate and personal taxes to finance domestic programs

Katie Elizabeth Deal Investment Analyst

7 July 2020 / Investment Insights

When Diversification Fails

Reexamining portfolio construction amid the coronavirus crisis.

By Multiple Authors

July 2020 / Investment Viewpoint

Australia: Coping with Covid

Looking to end the lockdown in July.

Randal S. Jenneke Head of Australian Equities

Q2 2020 Show

22 June 2020 / Blog

Three Risks to Credit Markets This Summer...

Three Risks to Credit Markets This Summer

Why I’m becoming more cautious on corporate debt.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

18 June 2020 / Global Economy

Surging Fiscal Deficits Should Not Unleash...

Surging Fiscal Deficits Should Not Unleash Bond Market Chaos

Strong institutional infrastructures should keep inflation at bay.

Nikolaj Schmidt Chief International Economist

18 June 2020 / U.S. Election

China Becomes a Renewed Target in the 2020...

China Becomes a Renewed Target in the 2020 Election

Tensions mount over key issues in wake of the pandemic.

Katie Elizabeth Deal Investment Analyst

June 2020 / Market Outlook

Managing to the Other Side

Four themes driving our Midyear Market Outlook

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

June 2020 / Investment Insights

Taking the Market’s PULSe in the Coronavirus...

Taking the Market’s PULSe in the Coronavirus Era

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions APAC

June 2020 / Investment Insights

China Is Leading the Asian Recovery

As COVID-19 fizzles out, China reopens for business

Wenli Zheng Regional Portfolio Manager

9 June 2020 / Asset Allocation Insights

Have Stocks Become Too Expensive?

Timothy C. Murray Capital Markets Strategist

June 2020 / Investment Insights

How We Approach Governance of Public Versus...

How We Approach Governance of Public Versus Private Companies

How We Approach Governance of Public Versus...

Unique aspects of private investments require different level of stewardship

By Donna Anderson

Donna Anderson Global Head of Corporate Governance

3 June 2020 / Policy Insights

Looking at Emerging Market Bonds Through...

Looking at Emerging Market Bonds Through New Lenses

Why recent developments could impact the asset class

By Multiple Authors

29 May 2020 / Investment Insights

Rebalancing Through Market Drawdowns

A prudent approach can be critical when markets are stressed.

By Som Priestley & Christina Moore

May 2020 / Investment Insights

How the Dynamic Global Bond Strategy is Design...

How the Dynamic Global Bond Strategy is Designed to Help in Volatile Markets

How the Dynamic Global Bond Strategy is Designed...

Portfolio manager Arif Husain takes a look back at recent performance and discusses...

Arif Husain Head of International Fixed Income

26 May 2020 / Overview

Inflation Should Not Trouble Investors in...

Inflation Should Not Trouble Investors in the Near Term

Central bank money printing is supported by stable dynamics.

Nikolaj Schmidt Chief International Economist

May 2020 / Investment Insights

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / thinking

ESG Reports

May 2020 / Video

Three Stages of a Crisis

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA & Latam

May 2020 / Investment Insights

EM Corporate Debt’s Time Has Come

Its role in investor portfolios is set to expand

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA & Latam

27 April 2020 / Policy Insights

The Federal Reserve: Central Banker to the...

The Federal Reserve: Central Banker to the World

Why the Fed’s policy responses have implications for global financial markets.

By Multiple Authors

27 April 2020 / Investment Insights

Coronavirus: The Signals to Watch

By Ziad Bakri

Ziad Bakri Portfolio Manager

23 April 2020 / Global Equities

Crisis Playbook (Part III)—The Acceleration...

Crisis Playbook (Part III)—The Acceleration of Adoption

Today's environment will act as a powerful catalyst for change.

David J. Eiswert Portfolio Manager

17 April 2020 / Weekly Global Markets Update

Global Markets Weekly Update

April 2020 / Investment Insights

Coronavirus Pandemic Could Shift Health,...

Coronavirus Pandemic Could Shift Health, Economic Agenda

Coronavirus Pandemic Could Shift Health,...

Why the Fed’s policy responses have implications for global financial markets

Katie Elizabeth Deal Investment Analyst

14 April 2020 / Japanese Equities

A Potential Bounce-Back Story From a Natural...

A Potential Bounce-Back Story From a Natural Disaster

Lessons from the Fukushima earthquake disaster in 2011.

By Hajime Takigawa

Hajime Takigawa Solutions Strategist and Portfolio Manager, Asia Pacific

April 2020 / Investment Insights

EM Debt Outlook Improves Following Extreme...

EM Debt Outlook Improves Following Extreme Volatility

By Michael J. Conelius

Michael J. Conelius Sr. Advisor, Sovereign Distressed Debt

April 2020 / Investment Insights

Will China Lead the Post-Coronavirus Economic...

Will China Lead the Post-Coronavirus Economic Recovery?

Will China Lead the Post-Coronavirus Economic...

Yes, China should be the first economy to improve

Wenli Zheng Regional Portfolio Manager

April 2020 / Investment Insights

A Multi-Asset Perspective on High Yield

By Lowell Yura & Max Yu

April 2020 / Investment Insights

High Yield Investing During Volatile Times

Spread levels can signal attractive return potential

By Michael Della Vedova

Michael Della Vedova Co-Portfolio Manager, Global High Income Bond Fund

April 2020 / Investment Insights

Five Rules for Investing During the Coronaviru...

Five Rules for Investing During the Coronavirus Outbreak

Five Rules for Investing During the Coronavirus...

Pitfalls to avoid and opportunities to seek

By Justin Thomson

Justin Thomson Head of International Equity

2 April 2020 / video

Weekly...

Insights Webinar 2020: Coronavirus, Market Volatility and the Global Economy

By Multiple Authors

March 2020 / Investment Insights

Crisis Playbook (Part II)—The Power of “Stop...

Crisis Playbook (Part II)—The Power of “Stop Getting Worse”

David J. Eiswert Portfolio Manager

February 2020 / Investment Insights

Coronavirus Concerns Shift to New Outbreak...

Coronavirus Concerns Shift to New Outbreak Areas

Christopher J. Kushlis Asia Sovereign Analyst, London

February 2020 / Investment Insights

Improving Corporate Disclosure on Environmenta...

Improving Corporate Disclosure on Environmental Issues

Real, long-term influence demands a multilayered approach.

By Maria Elena Drew & Donna Anderson

February 2020 / Investment Viewpoint

High Yield Bond Opportunities Are Going Global

By Michael Della Vedova

Michael Della Vedova Co-Portfolio Manager, Global High Income Bond Fund

February 2020 / Investment Insights

Coronavirus: Markets Likely to Remain On...

Coronavirus: Markets Likely to Remain On Edge in the Near Term

Christopher J. Kushlis Asia Sovereign Analyst, London

January 2020 / Investment Insights

Why I Am Still Confident in Emerging Markets

Scott Berg Portfolio Manager, Global Growth Equity Strategy

January 2020 / Video

Global Equities: Markets and Opportunities

Scott Berg Portfolio Manager, Global Growth Equity Strategy

January 2020 / Investment Insights

Will the Reflation Theme Continue in 2020?

Arif Husain Head of International Fixed Income

January 2020 / Investment Insights

Still Comfortable Being Uncomfortable