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This Quarter (Q2 2023) Hide

May 2023 / GLOBAL FIXED INCOME

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

May 2023 / GLOBAL FIXED INCOME

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

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

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

May 2023 / GLOBAL EQUITIES

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Evaluating the Reasonableness of Stock Price-Implied Expectations

May 2023 / VIDEO

US Equities: Outlook amidst the volatility

US Equities: Outlook amidst the volatility

US Equities: Outlook amidst the volatility

Eric Veiel, Head of Global Equity & CIO, discusses the mid-to-long term outlook for...

By Eric L. Veiel

Eric L. Veiel Head of Global Equity and CIO

April 2023 / U.S. EQUITIES

Why an All-Cap Approach Makes Sense in Today’s U.S. Equity Market

Why an All-Cap Approach Makes Sense in Today’s U.S. Equity Market

Why an All-Cap Approach Makes Sense in Today’s...

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 All‑Cap Opportunities Strategy

April 2023 / VIDEO

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

April 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

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

April 2023 / GLOBAL EQUITIES

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

Previous Quarter (Q1 2023) Hide

March 2023 / GLOBAL EQUITIES

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

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

March 2023 / MARKET EVENTS

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 Global Multi-Asset and CIO

March 2023 / FIXED INCOME

Cutting a Path

Cutting a Path

Cutting a Path

T. Rowe Price’s Saurabh Sud goes where the credit opportunities take him.

By Saurabh Sud

Saurabh Sud Portfolio Manager

March 2023 / GLOBAL EQUITIES

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 Equity Research Analyst Commercial Banks (Japan, Greater China and India), Singapore

March 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

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

February 2023 / GLOBAL EQUITIES

How Value Can Flex to Shifting Market Dynamics

How Value Can Flex to Shifting Market Dynamics

How Value Can Flex to Shifting Market Dynamics

Agility to offer cyclical and defensive opportunities.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

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

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

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

February 2023 / VIDEO

A Long-Awaited Reversal

A Long-Awaited Reversal

A Long-Awaited Reversal

Near-term tailwinds could favor international markets.

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

January 2023 / GLOBAL FIXED INCOME

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

January 2023 / VIDEO

Active Investing and Agility Matter in Today’s Connected World

Active Investing and Agility Matter in Today’s Connected World

Active Investing and Agility Matter in Today’s...

Tech Tour Insights: Discover what our experts learned during their annual trip to...

By Multiple Authors

By Multiple Authors

January 2023 / VIDEO

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

January 2023 / MULTI-ASSET SOLUTIONS

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 / MONTHLY MARKET REVIEW

The Eurozone's Recession Will Likely Be Deeper Than Expected

The Eurozone's Recession Will Likely Be Deeper Than Expected

The Eurozone's Recession Will Likely Be Deeper...

The European Central Bank may have to cease hiking earlier than planned.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

Q4 2022  Show

December 2022 / GLOBAL EQUITIES

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

December 2022 / VIDEO

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

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 / INTERNATIONAL EQUITIES

Asian ex-Japan 2023 Market Outlook

Asian ex-Japan 2023 Market Outlook

Asian ex-Japan 2023 Market Outlook

Patiently Building Long-Term Positions

By Anh Lu

Anh Lu Portfolio Manager

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 / ESG

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 & APAC

December 2022 / U.S. EQUITIES

After Goldilocks, Which Bear (Market) Will Prevail?

After Goldilocks, Which Bear (Market) Will Prevail?

After Goldilocks, Which Bear (Market) Will...

A clearer picture of the U.S. market outlook should emerge over the coming weeks.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, US Large‑Cap Growth Equity Strategy

October 2022 / GLOBAL EQUITIES

In Volatile Times, Value's Defensive Qualities Can Shine

In Volatile Times, Value's Defensive Qualities Can Shine

In Volatile Times, Value's Defensive Qualities...

Diversification and defensive attributes can prove attractive.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

Q3 2022  Show

September 2022 / INTERNATIONAL EQUITIES

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 / INTERNATIONAL EQUITIES

Playing Field is Now More Even for Value

Playing Field is Now More Even for Value

Playing Field is Now More Even for Value

Headwinds dissipating and valuations at trough levels.

By Colin McQueen

Colin McQueen Portfolio Manager

September 2022 / ASSET ALLOCATION VIEWPOINT

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

September 2022 / INTERNATIONAL EQUITIES

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh...

Alpha potential is still available for those who adapt to the new paradigm.

By Justin Thomson

Justin Thomson Head of International Equity and CIO

August 2022 / INTERNATIONAL EQUITIES

China: Embracing Uncertainty

China: Embracing Uncertainty

China: Embracing Uncertainty

And Identifying Good Opportunities

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

August 2022 / GLOBAL FIXED INCOME

Why Active Duration Management Matters

Why Active Duration Management Matters

Why Active Duration Management Matters

As market dynamics twist and turn, a flexible approach delivers results.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

August 2022 / GLOBAL EQUITIES

Meet Hari Balkrishna

Meet Hari Balkrishna

Meet Hari Balkrishna

Portfolio Manager, Global Impact Equity Strategy

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

August 2022 / GLOBAL FIXED INCOME

The Bond Bear Market Appears Over—For Now

The Bond Bear Market Appears Over—For Now

The Bond Bear Market Appears Over—For Now

An early recession should reduce the chance of aggressive rate hikes.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

August 2022 / U.S. FIXED INCOME

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

August 2022 / GLOBAL EQUITIES

Value Investing: A Q&A With Sebastien Mallet

Value Investing: A Q&A With Sebastien Mallet

Value Investing: A Q&A With Sebastien Mallet

A decade of insights, and reasons why I am optimistic about the next 10 years.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

August 2022 / INTERNATIONAL EQUITIES

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped...

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

August 2022 / GLOBAL EQUITIES

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

Q2 2022  Show

June 2022 / U.S. EQUITIES

Meet Gabe Solomon

Meet Gabe Solomon

Meet Gabe Solomon

Portfolio Manager, US Large‑Cap Value Equity Strategy

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / GLOBAL FIXED INCOME

Fixed Income—New Dynamics Demand Fresh Thinking

Fixed Income—New Dynamics Demand Fresh Thinking

Fixed Income—New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO, Lead Portfolio Manager, Global Unconstrained Bond Strategy

June 2022 / FIXED INCOME

Evaluating ESG Bonds—What's Behind the Label

Evaluating ESG Bonds—What's Behind the Label

Evaluating ESG Bonds—What's Behind the Label

Greenwashing risks underpin importance of assessing an ESG bond’s credentials.

By Matthew Lawton

Matthew Lawton Portfolio Manager

June 2022 / MULTI-ASSET SOLUTIONS

Winning by Not Losing: Building Portfolios for a More Challenging World

Winning by Not Losing: Building Portfolios for a More Challenging World

Winning by Not Losing: Building Portfolios...

Generating positive returns in tougher conditions requires new thinking.

By Multiple Authors

By Multiple Authors

June 2022 / VIDEO

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Recession Signals Flashing Yellow

Global economies are weighed down by notable headwinds.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

June 2022 / ASIAN EQUITY

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Are the Clouds Set to Clear for Chinese Equities?

Embracing uncertainty and inefficiencies to focus on future drivers of growth.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2022 / EMERGING MARKETS

The Case for China Remains Strong

The Case for China Remains Strong

The Case for China Remains Strong

A more complex environment does not necessarily mean a less rewarding one.

By Justin Thomson

Justin Thomson Head of International Equity

May 2022 / MULTI-ASSET STRATEGY

Meet Richard Coghlan

Meet Richard Coghlan

Meet Richard Coghlan

Portfolio Solutions Manager, Global Multi‑Asset Team & Co‑Manager, T. Rowe Price’s...

By Richard Coghlan

Richard Coghlan Co-Portfolio Manager

May 2022 / GLOBAL EQUITIES

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the...

We focus on firms that we believe have years of strong growth potential ahead.

By Alan Tu

Alan Tu Portfolio Manager

May 2022 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

The Road to Net Zero

The Road to Net Zero

The Road to Net Zero

How the world is moving forward on emissions reduction.

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

May 2022 / INTERNATIONAL EQUITIES

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting...

Beijing remains cautious about a near-term policy shift.

By Christopher J. Kushlis

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

May 2022 / U.S. EQUITIES

Keeping a Steady Hand in Uncertain Times

Keeping a Steady Hand in Uncertain Times

Keeping a Steady Hand in Uncertain Times

Volatility has not shaken our focus on long‑term fundamentals.

By Paul Greene

Paul Greene Portfolio Manager

Q1 2022  Show