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September 2023 / U.S. GOVERNMENT POLICY
Competition with China and consumer safety are key themes.
By Gilad Fortgang
Gilad Fortgang Washington Associate Analyst, U.S. Equity Division
September 2023 / VIDEO
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 / FIXED INCOME
Despite weakness, China’s core financial system seems insulated.
By Samy Muaddi, Christopher J. Kushlis & Michael Summers
August 2023 / ESG
It could rival the Industrial Revolution in scale.
By Justin Thomson & Christopher Vost
August 2023 / MARKETS & ECONOMY
Property sector weakness weighing on confidence
Key trends in T. Rowe Price Investment Management’s proxy voting activity over the...
By Christopher Whitehouse
Christopher Whitehouse Regional Head of Corporate Governance
Key trends in T. Rowe Price’s proxy voting activity over the past year.
By Donna Anderson & Jocelyn Brown
August 2023 / MULTI-ASSET
Understanding the drivers of domestic and global inflation.
By Multiple Authors
August 2023 / VIDEO
Attractive valuations and improving fundamentals may boost commodities.
By Timothy C. Murray
Timothy C. Murray Capital Markets Strategist
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
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
Timothy C. Murray Capital Markets Strategist Multi‑Asset Division
August 2023 / GLOBAL EQUITIES
Managing Investment Risks in a Historically Concentrated Market
By T. Rowe Price
T. Rowe Price Integrated Equity Team
August 2023 / GLOBAL FIXED INCOME
Portfolio managers collaborate to help shape duration positioning.
By Arif Husain
Arif Husain Head of International Fixed Income and CIO
July 2023 / INVESTMENT INSIGHTS
Introducing the Net Zero Transition Product Framework to help clients meet income...
By Steve Boothe, David Stanley & Matthew Lawton
July 2023 / MARKETS & ECONOMY
July 2023 / IMPACT INVESTING
Using measurement and engagement to tackle ESG fractures head-on
By Harishankar Balkrishna
Harishankar Balkrishna Portfolio Manager, Global Impact Equity Strategy
Lessons from the Global Financial Crisis have left a stronger banking sector in Europe,...
By Rob Thomas
Rob Thomas Credit Analyst
What to expect as monetary policy tightening moves closer to ending.
By Scott Solomon & Quentin S. Fitzsimmons
Collaboration across health care industries reveals credit trends
By Domingo Villarruel, Marianna Korpusova & Mitchell Unger
Five forces defining the equity cycle.
By Scott Berg
Scott Berg Portfolio Manager, Global Growth Equity Strategy
July 2023 / ASSET ALLOCATION VIEWPOINT
Earnings outlook for U.S. companies is trending positive.
Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division
Hawkish stances risk overtightening and causing recession
June 2023 / MARKETS & ECONOMY
Sticky inflation and further rate hikes reduce soft landing odds.
By Blerina Uruçi
Blerina Uruçi Chief U.S. Economist
June 2023 / VIDEO
By Michael Pinkerton
Michael Pinkerton Washington Associate Analyst U.S. Equity Division
The US and UK face a tougher challenge than the Nordics and eurozone
By Tomasz Wieladek & Aadish Kumar
June 2023 / INVESTMENT INSIGHTS
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 / U.S. GOVERNMENT POLICY
Here's what it could mean for the economy, industry, and policy
Michael Pinkerton Associate Analyst
Portfolio Manager, Global Impact Credit Strategy
We believe high yield bonds offer an attractive risk/reward trade-off in the current...
15 June 2023 / MIDYEAR MARKET OUTLOOK
Macro risks have risen, but the outlook for Japan appears bright.
By Archibald Ciganer
Archibald Ciganer Regional Portfolio Manager
By Arif Husain, Sébastien Page & Justin Thomson
June 2023 / WEBINAR
June 2023 / MIDYEAR MARKET OUTLOOK
Waiting for the earnings shoe to drop.
By Randal S. Jenneke
Randal S. Jenneke Head of Australian Equities
June 2023 / GLOBAL FIXED INCOME
Opportunities to generate value amid volatility
By Michael Della Vedova
Michael Della Vedova Co‑portfolio Manager, Global High Income Bond Strategy
2023 Midyear Market Outlook - Theme one
2023 Midyear Market Outlook - Theme two
2023 Midyear Market Outlook - Theme three
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
By Ritu Vohora
Ritu Vohora Investment Specialist, Capital Markets
June 2023 / GLOBAL EQUITIES
Looking beyond the hype to see opportunities in builders and toolmakers
High yield bonds could offer an attractive risk/reward trade-off
Timothy C. Murray Capital Markets Strategist, Multi-Asset Division
T. Rowe Price
May 2023 / INVESTMENT INSIGHTS
ESG-labeled bonds gain momentum, but monitoring credentials is vital.
By Siby Thomas
Siby Thomas Co‑Portfolio Manager, Emerging Markets Corporate Bond Strategy
But cash squeeze may force the Fed to halt quantitative tightening
By Adam Marden & Pranay Subedi
By Matthew Lawton
Matthew Lawton Portfolio Manager, Global Impact Credit Strategy
May 2023 / VIDEO
Industrials are sensitive to the business cycle, but supportive government policies...
By Melanie Rizzo
Melanie Rizzo Industrials Analyst, U.S. Equity Division
We’ll need to see more evidence of a deceleration in services inflation to be confident...
A three-stage recovery is underway.
By Wenli Zheng
Wenli Zheng Portfolio Manager, China Evolution Equity Strategy
As the “x-date” approaches, our portfolio managers and experts are closely monitoring...
Rates offer alpha opportunities, dollar at risk of depreciation.
By Arif Husain, Scott Solomon & Quentin S. Fitzsimmons
With volatility likely to persist, an active approach remains critical
By Amanda Stitt
Amanda Stitt Portfolio Specialist
First Quarter 2023
By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux
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
The U.S. labor market faces headwinds amid tighter credit conditions for small businesses...
Emerging signs of weakness could be headwinds for jobs.
May 2023 / FIXED INCOME
We expect a relatively mild U.S. recession, not a steep downturn
By Andrew McCormick
Andrew McCormick Head of Global Fixed Income and CIO
May 2023 / BLOG
Competition between these powers creates risk and opportunity
Michael Pinkerton Washington Associate Analyst, U.S. Equity Division
A potentially rewarding asset class.
By Nathan Wang & Wenting Shen
Positioning your portfolio for the challenges and opportunities ahead.
By Yoram Lustig, Michael Walsh & Niklas Jeschke
What we seek—and avoid—in pursuit of consistent returns.
By Yoichiro Kai
Yoichiro Kai Portfolio Manager, Global Equity Dividend Strategy
In a tight risk/reward environment, stock selection will likely be the key driver...
By Justin P. White
Justin P. White Portfolio Manager, T. Rowe Price
We Talk to Reese Feng And Neil Wang, Our First China Interns to Join T. Rowe Price
April 2023 / MARKETS & ECONOMY
April 2023 / VIDEO
Many businesses in the health care sector can consistently grow revenue and earnings,...
By Mitchell Unger
Mitchell Unger Credit Analyst, Health Care Sector
By Peter J. Bates
Peter J. Bates Portfolio Manager
April 2023 / INVESTMENT INSIGHTS
Portfolio Manager, Global Technology Equity Strategy
By Dominic Rizzo
Dominic Rizzo Portfolio Manager, Global Technology Equity Strategy
April 2023 / GLOBAL FIXED INCOME
Credit Suisse write-down does not spell the end of this market.
By Rob Thomas & Bineesha Wickremarachchi
Calming banking jitters amid high inflation and slowing growth
By Christina Noonan
Christina Noonan Associate Portfolio Manager, Multi‑Asset Division
Pursuing social and environmental impact alongside financial returns
By Harishankar Balkrishna, Matthew Lawton & David L. Rowlett
March 2023 / MARKETS & ECONOMY
Keep up-to-date on our views on developments in global capital markets.
March 2023 / INVESTMENT INSIGHTS
Brisk reopening brings quicker consumption response.
By Carolyn Chu & Christopher J. Kushlis
Positioning across the style spectrum with a focus on individual stock picking.
Peter J. Bates Portfolio Manager, Global Select Equity Strategy
March 2023 / VIDEO
Global Markets React to US Bank Crisis
By Samuel Ruiz
Samuel Ruiz Equity Portfolio Specialist
Role for investment industry in creating innovative financing solutions
By Tongai Kunorubwe & Penny Avraam
My views on the economic and market implications of the banking turmoil
Sébastien Page Head of Multi‑Asset and Chief Investment Officer
Five bond strategies to help investors navigate evolving markets.
Heightened liquidity constraints and disruption require deft investing touch
By Matt J. Snowling & David M. DiPietro
Read more about our Strategy Focus on Global Impact Equity
The recent failures of two regional banks stemmed from different causes than the...
By Christopher T. Fortune, Joseph Mlinac & Stephon Jackson
March 2023 / ASSET ALLOCATION VIEWPOINT
Near-term tailwinds could favor international markets
Positive economic news in the near term could mean a more hawkish Fed, which would...
Growth accelerated in late 2022, and data released so far in 2023 solidify the case...
February 2023 / INVESTMENT INSIGHTS
With environmental and social proposals in the spotlight, case-by-case insights were...
February 2023 / MARKETS & ECONOMY
China reopening supportive, but not enough on its own.
By Christopher J. Kushlis
Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy
Portfolio Manager, Global Select Equity Strategy
February 2023 / VIDEO
An incredible January for global equities but further volatility expected
February 2023 / FIXED INCOME
Ongoing war continues to reverberate through the economy and energy markets.
By Razan Nasser & Peter Botoucharov
Fourth Quarter 2022
By Christopher P. Brown & Ramon de Castro
Next winter is where the real challenge lies.
By Justin Thomson
Justin Thomson Chief Investment Officer, International Equity
The impasse over raising the debt ceiling may roil markets
In China, change is the only constant.
By Thomas Poullaouec, Robert Secker & Nathan Wang
ESG integration can be an essential component to unlocking value.
By Véronique Chapplow, Sebastien Mallet & Ernest C. Yeung
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
Three key investment themes for 2023
Justin Thomson Head of International Equity and Chief Investment Officer
Fixed income portfolio construction amid changing dynamics
Arif Husain Head of International Fixed In- come and CIO, Fixed Income
An interview with Justin Thomson Head of International Equity and Chief Investment...
Justin Thomson Head of International Equity and Chief Investment Officer, T. Rowe Price.
What investment lessons can history hold?
By Rahul Ghosh
Rahul Ghosh Portfolio Specialist, Global Equity Strategies
Equity markets are vital for driving environmental and social change.
Harishankar Balkrishna Portfolio Manager
Insights from the Multi-Asset engine room.
Will earnings be the dominant driver for Australian Equities in 2023?
Additionality can accelerate and strengthen impact investing.
Fundamental research can reveal opportunities in the asset class.
By Jean-Marc Breaux, Ramon de Castro & Evan Shay
Other risks will likely weigh on the Continent later this year.
By Tomasz Wieladek
Tomasz Wieladek Chief European Economist
February 2023 / ASSET ALLOCATION VIEWPOINT
U.S. equities trailed the rest of the world in 2022, and near-term tailwinds could...
February 2023 / GLOBAL EQUITIES
Disinflationary forces point to a more benign environment.
By Laurence Taylor
Laurence Taylor Portfolio Specialist in the Equity Division
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
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
COVID Camouflage and the Risk of Declining Earnings in 2023
Reflecting on a year of impact investing and what’s next.
January 2023 / INVESTMENT INSIGHTS
Uncertainty persists, but yield is back and fundamentals matter.
Active approach allows security selection and nimble positioning.
By Kevin Loome & Ashley Wiersma
Our analysis shows the U.S. dollar is at risk of weakening.
The European Central Bank may have to cease hiking earlier than planned.
January 2023 / VIDEO
The Fed is determined to fight inflation and yield is back, but socially oriented...
December 2022 / MARKETS & ECONOMY
While manageable near term, notable QT impact likely by mid-2023
By Stephen L. Bartolini, Steve Boothe & Pranay Subedi
December 2022 / VIDEO
Ritu Vohora breaks down the 2023 Global Market Outlook in 2 mins.
December 2022 / INVESTMENT INSIGHTS
An incredible month for global equities but we remain cautious
Samuel Ruiz Portfolio Specialist
Easing inflation may slow or pause Fed hikes, but we believe a rate cut is unlikely...
Timothy C. Murray CFA, Capital Markets Strategist
A decade of insights and excitement for the return of price discovery.
December 2022 / ASSET ALLOCATION VIEWPOINT
Interest rate cut is unlikely if inflation settles above Fed’s target
December 2022 / MARKET OUTLOOK
Navigating an expected downturn in earnings.
December 2022 / GLOBAL MARKET OUTLOOK
We are seeing a shift in the global economy that could shape the investment landscape...
By Andrew McCormick, Sébastien Page & Justin Thomson
In the face of challenging headwinds, a careful contrarian approach could offer potential...
With volatility ahead, agility can be a great source of opportunity
It may affect economies more than central banks assume.
A time to be selectively contrarian
December 2022 / INTERNATIONAL EQUITIES
Divergent policy, relative to other major markets, has broad implications.
Aggressive rate hikes are slowing economic growth. But a deep downturn across the...
“What should be” versus “What is likely to happen”
Wenli Zheng Regional Portfolio Manager
Yields are appealing in select markets and buying opportunities exist, but investors...
November 2022 / INVESTMENT INSIGHTS
Beyond gender: Diversity through a multidimensional lens.
By Jocelyn Brown
Jocelyn Brown Head of Governance, EMEA and APAC
Investors should focus on fundamentals, not politics.
By Michael Pinkerton, Blerina Uruçi & Eric L. Veiel
November 2022 / VIDEO
Amid the tragedy of war on people and communities, what are the geopolitical ramifications...
By Razan Nasser, Peter Botoucharov & Benjamin Robins
Central bankers may have to rethink this key assumption.
We believe a constructive economic outlook, in addition to a Fed pivot, would likely...
November 2022 / U.S. FIXED INCOME
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
For sustained gains, markets need a Fed pivot and positive outlook.
Fundamental research is imperative as macro headwinds rise.
By Michael Della Vedova & Stephen Marsh
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
From The Desk - October 2022
How a slowing domestic economy, more restricted market access, and rising geopolitical...
By Christopher J. Kushlis & Benjamin Robins
October 2022 / MARKETS & ECONOMY
October 2022 / INVESTMENT INSIGHTS
Fed hikes have pushed up yields on lower-risk bond allocations.
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
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
Hybrid characteristics provide attractive risk/reward profile
Flexible multi-sector approach is essential as markets shift.
By Christopher P. Brown & Anna Dreyer
The post-GFC environment of low rates appears to be over.
By Christopher Faulkner-MacDonagh, Alex Obaza & Blerina Uruçi
A wave of innovation underlies the success of mRNA vaccines.
By Ziad Bakri
Ziad Bakri Portfolio Manager, Health Sciences Equity Strategy
Inflationary pressures may be receding, however.
By Nikolaj Schmidt
Nikolaj Schmidt Chief Global Economist
October 2022 / VIDEO
Mike Conelius draws on a career spanning 25 years to trace the evolution of the emerging...
By Michael J. Conelius & Benjamin Robins
Regardless of the election’s outcome, federal agencies will be an important tool...
October 2022 / ASSET ALLOCATION VIEWPOINT
High yield bonds could offer a yield advantage relative to equities
How the T. Rowe Price Dynamic Global Bond Fund may help during this challenging environmen...
Arif Husain CIO, Head of International Fixed Income, Lead Portfolio Manager, T. Rowe Price Dynamic Global Bond Fund
September 2022 / INVESTMENT INSIGHTS
Four factors set to drive a boom in capital expenditure.
By Ernest C. Yeung
Ernest C. Yeung Portfolio Manager, Emerging Markets,Discovery Equity Strategy
Refocusing on company fundamentals favors quality stock picking
Tobias Mueller sheds light on Europe on his three-year milestone.
By Tobias Mueller
Tobias Mueller Portfolio Manager, T. Rowe Price European Select Strategy
Focus on shoring up key supply chains likely has legs.
A systematic portfolio construction framework to reflect ESG considerations.
September 2022 / VIDEO
Sustainable Investing in Developing Countries
By Samy Muaddi & Benjamin Robins
Latin America’s Swing to the Left
By Aaron Gifford & Benjamin Robins
High inflation and rising rates complicate the analysis
By Megumi Chen, Sébastien Page & Som Priestley
A closer look at key trends in T. Rowe Price’s proxy voting activity over the past...
Steady rise in cost of services clouds inflation outlook.
Alpha potential is still available for those who adapt to the new paradigm
Making sense of turbulent markets in 2022
August 2022 / INVESTMENT INSIGHTS
As market dynamics twist and turn, a flexible approach delivers results
Arif Husain CFA, CIO, Head of International Fixed Income, Lead Portfolio Manager, Dynamic Global Bond Strategy
And Identifying Good Opportunities
An early recession should reduce the chance of aggressive rate hikes.
By Kenneth A. Orchard
Kenneth A. Orchard Portfolio Manager, Fixed Income Division
Our Global Impact Credit Strategy annual report articulates the decisions we have...
Matthew Lawton Portfolio Manager
Generating positive returns in tougher conditions requires new thinking.
More persistent inflation and rising interest rates change the landscape
By Gabriel Solomon
Gabriel Solomon Portfolio Manager, US Large‑Cap Value Equity Strategy
Portfolio Manager, Global Impact Equity Strategy
The sector is in better health than prior to previous downturns.
This dynamic part of the global equity market remains significantly neglected.
By Johannes Loefstrand
Johannes Loefstrand Portfolio Manager, T. Rowe Price Frontier Markets Equity Strategy
Attractive stock prices are based on optimistic earnings estimates.
Recent downturn may also offer price appreciation opportunities.
July 2022 / INVESTMENT INSIGHTS
July 2022 / VIDEO
This video highlights net zero insights from our ESG Investing Annual Report, including...
By Véronique Chapplow
Véronique Chapplow Investment Specialist
The clean energy transition should be a long-term tailwind for utility stocks.
By Vineet Khanna
Vineet Khanna Investment Analyst
Steering through complex dynamics within global equities.
Headwinds diminishing and valuations now more attractive.
Laurence Taylor Portfolio Specialist, Global Equities
The challenges facing the global economy will not abate soon.
Nikolaj Schmidt Chief International Economist
Fundamentals are strong, and spreads are attractive.
By Stephen Marsh & Michael Della Vedova
Spreads are attractive compared with other asset classes.
July 2022 / ASSET ALLOCATION VIEWPOINT
Despite the recent rout, tech stocks are still not cheap.
July 2022 / EMERGING MARKETS
Inflation and monetary policies are not affecting regions equally
Christopher J. Kushlis Asia Sovereign Analyst, London
How changing markets require investors to think and act differently.
Government stimulus and a robust labor market have resulted in strong consumer balance...
By Pranay Subedi
Pranay Subedi Credit Analyst