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April 2024 / GLOBAL EQUITIES

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

April 2024 / INVESTMENT INSIGHTS

Hedging inflation risk

Hedging inflation risk

Hedging inflation risk

Recession fears are fading, but inflation concerns are on the rise.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi-Asset Division

Previous Quarter (Q1 2024) Hide

March 2024 / VIDEO

Blue Bonds: The Key to Unlocking the Blue Economy’s Potential

Blue Bonds: The Key to Unlocking the Blue Economy’s Potential

Blue Bonds: The Key to Unlocking the Blue...

Blue bonds provide financing for ocean-friendly or clean water projects in support...

By Matthew Lawton

Matthew Lawton Portfolio Manager, Credit Impact Investing

March 2024 / VIDEO

Why is it important to measure the impact of a blue bond?

Why is it important to measure the impact of a blue bond?

Why is it important to measure the impact...

Blue bonds need to be evaluated with additional rigor to mitigate against bluewashing...

By Tongai Kunorubwe

Tongai Kunorubwe Head of ESG, Fixed Income, T. Rowe Price Associates, Inc.

March 2024 / IMPACT INVESTING

Meet Hari Balkrishna

Meet Hari Balkrishna

Meet Hari Balkrishna

Hari believes investors are ready to make a more active choice to favor companies...

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2024 / GLOBAL FIXED INCOME

Current market inflation expectations are ridiculous

Current market inflation expectations are ridiculous

Current market inflation expectations are...

I think core inflation will reaccelerate after falling to around 2%

By Arif Husain

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

March 2024 / INVESTMENT INSIGHTS

Dynamic credit investing: A Q&A With Saurabh Sud

Dynamic credit investing: A Q&A With Saurabh Sud

Dynamic credit investing: A Q&A With Saurabh...

Dynamic Credit’s flexible approach has been pivotal over different market conditions.

By Saurabh Sud

Saurabh Sud Portfolio Manager, Dynamic Credit Strategy

March 2024 / INVESTMENT INSIGHTS

Investment implications of generative artificial intelligence

Investment implications of generative artificial intelligence

Investment implications of generative artificial...

Reasons why investors should embrace AI as a long-term investment theme.

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist Global Equity

March 2024 / GLOBAL EQUITIES

Global Earnings: Q4 Results Overview

Global Earnings: Q4 Results Overview

Global Earnings: Q4 Results Overview

What next for global equities

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equity Strategies

February 2024 / INVESTMENT INSIGHTS

Conditions are ripe for a Goldilocks economy, but dangers lurk

Conditions are ripe for a Goldilocks economy, but dangers lurk

Conditions are ripe for a Goldilocks economy,...

Conditions are ripe for a moderate growth recovery, but political risks pose a threat

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

February 2024 / INVESTMENT INSIGHTS

Central bank rate-cut pricing is eye-catching but deceiving

Central bank rate-cut pricing is eye-catching but deceiving

Central bank rate-cut pricing is eye-catching...

The large number of priced-in 2024 rate cuts is an average of expectations across...

By Arif Husain

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

February 2024 / INVESTMENT INSIGHTS

After the Fed pivot, what’s next?

After the Fed pivot, what’s next?

After the Fed pivot, what’s next?

With cooling expectations, investors wonder when and how far U.S. rates will fall...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi-Asset Division

February 2024 / VIDEO

Three key themes in emerging markets for 2024

Three key themes in emerging markets for 2024

Three key themes in emerging markets for...

Emerging markets are poised for a year of interest rate cuts in 2024.

By Christopher J. Kushlis

Christopher J. Kushlis Chief Emerging Markets Macro Strategy

February 2024 / INVESTMENT INSIGHTS

Emerging markets poised for a year of interest rate cuts

Emerging markets poised for a year of interest rate cuts

Emerging markets poised for a year of interest...

Inflation continues to fall, paving the way for more interest rate cuts from emerging...

By Christopher J. Kushlis

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

January 2024 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

The Magnificent 7 significantly outpaced other stocks in 2023, Sam Ruiz, Equity Portfolio...

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

January 2024 / INVESTMENT INSIGHTS

Investing in China means embracing discomfort

Investing in China means embracing discomfort

Investing in China means embracing discomfort...

Sentiment toward China is weak, but opportunities exist for investors who seek them

By Justin Thomson

Justin Thomson Chief Investment Officer International Equity

January 2024 / INVESTMENT INSIGHTS

Is Now the Time to Redeploy Cash?

Is Now the Time to Redeploy Cash?

Is Now the Time to Redeploy Cash?

Historical performance of federal funds interest rate cycle peaks could help investors...

By Terry Davis & Andrew Wick

By Terry Davis & Andrew Wick

January 2024 / INVESTMENT INSIGHTS

Is the market broadening?

Is the market broadening?

Is the market broadening?

Will small-caps eventually “show up” for investors?

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

January 2024 / INVESTMENT INSIGHTS

Three important insights from 2023

Three important insights from 2023

Three important insights from 2023

A focus on bond yields, the Magnificent 7, and the Fed pivot

By Timothy C. Murray

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

Q4   Show

November 2023 / VIDEO

Artificial Intelligence: The New Electricity?

Artificial Intelligence: The New Electricity?

Artificial Intelligence: The New Electricity?

AI has the potential to be the biggest productivity enhancer to the global economy...

By Dominic Rizzo

Dominic Rizzo Portfolio Manager, Global Technology Equity

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.

Q3   Show

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

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 / 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

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 Equity Solutions Portfolio Manager

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

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