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Explore our insights and learn more about our approach to ESG investing.

Conflict in Ukraine

Market and Investment Implications.

This Quarter (Q2 2022) Hide

June 2022 / U.S. EQUITIES

Four Key Considerations Within the U.S. Energy Sector

Four Key Considerations Within the U.S. Energy...

Looking for “multiple ways to win” in the broad energy space.

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / VIDEO

Absolute Return Perspectives: Rising Rates, Inflation, and Thematic Opport...

Absolute Return Perspectives: Rising Rates, Inflation, and Thematic Opportunitie...

Absolute Return Perspectives: Rising Rates,...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager, Multi-Asset

June 2022 / FIXED INCOME

Monthly Fixed Income Credit Sector Views

June 2022 / WEEKLY GLOBAL MARKETS UPDATE

Global Markets Weekly Update

Our analysts recap activities across global markets in our weekly report.

June 2022 / FIXED INCOME

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 / U.S. EQUITIES

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have...

More persistent inflation and rising interest rates change the landscape.

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / JAPAN EQUITIES

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on...

Maintaining perspective on long-term opportunities.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

June 2022 / MONTHLY MARKET REVIEW

Global Markets Monthly Update

May 2022

June 2022 / ESG

ESG Integration in Action—Circular Economies

How a circular model could support economic and population growth.

By Maria Elena Drew & Donna Anderson

June 2022 / GLOBAL EQUITIES

Finding Opportunity in Private Investments

T. Rowe Price’s place in the ecosystem of innovative growth companies.

By Eric L. Veiel & David M. DiPietro

June 2022 / VIDEO

Recession Signals Flashing Yellow

Global economies are weighed down by notable headwinds.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

June 2022 / MULTI-ASSET SOLUTIONS

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

June 2022 / MARKET OUTLOOK

2022 Midyear Market Outlook: Transitioning to a New Paradigm

2022 Midyear Market Outlook: Transitioning...

Adjusting to an uncertain future.

By Arif Husain, Sébastien Page & Justin Thomson

June 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

June 2022 / EMERGING MARKETS EQUITY

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 / FIXED INCOME

Analyzing the Case for Asia Credit Bonds

An attractive combination of risk and return.

By Sheldon Chan

Sheldon Chan Portfolio Manager

June 2022 / EMERGING MARKETS

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

June 2022 / VIDEO

What lies ahead for emerging markets?

By Christopher J. Kushlis

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

June 2022 / FIXED INCOME

Why We Have Become More Favorable on Duration

Key indicators suggest that yields have peaked.

By Andrew McCormick & Stephen L. Bartolini

June 2022 / U.S. FIXED INCOME

Interest Rate Volatility Creates Value in RMBS

Interest Rate Volatility Creates Value in...

Strong housing supports mortgage-backed bonds with credit risk.

By Ramon de Castro & Dennis Lee

May 2022 / MULTI-ASSET STRATEGY

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...

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

By Alan Tu

Alan Tu Portfolio Manager

May 2022 / U.S. EQUITIES

Dedicated to Value Investing and Focused on Fundamentals

Dedicated to Value Investing and Focused...

We seek compelling value opportunities across the risk spectrum.

By John D. Linehan

John D. Linehan Portfolio Manager

May 2022 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

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...

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 / VIDEO

Big Pharma: Navigating a Golden Age of Innovation

By Jeffrey Holford

Jeffrey Holford Pharmaceuticals Analyst, U.S. Equity Division

May 2022 / U.S. EQUITIES

Active Large‑Cap Managers Could Be Poised to Outperform

Active Large‑Cap Managers Could Be Poised...

A narrow U.S. market potentially sets stage for excess returns.

By Eric L. Veiel

Eric L. Veiel Head of Global Equity and CIO

May 2022 / U.S. EQUITIES

Keeping a Steady Hand in Uncertain Times

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

By Paul Greene

Paul Greene Portfolio Manager

May 2022 / MARKET OUTLOOK

Volatility Spikes May Not Be Good Sell Signals

A case for investors to stay calm in times of market turbulence.

By Nathan Wang & Thomas Poullaouec

May 2022 / VIDEO

A Labor Demand and Supply Imbalance Challenges the Fed

A Labor Demand and Supply Imbalance Challenges...

By Blerina Uruçi

Blerina Uruçi US Economist

May 2022 / U.S. EQUITIES

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for...

We are positioned relatively defensively amid rate headwinds

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

May 2022 / GLOBAL FIXED INCOME

Global Impact Credit Strategy: Impact Statement

May 2022 / SEARCH FOR YIELD

Not All Currencies Are Made Equal, So Don’t Treat Them as Such

Not All Currencies Are Made Equal, So Don’t...

Selective currency hedging may boost yields and add stability.

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist

May 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

May 2022 / VIDEO

A Challenging Environment for Stocks and Bonds

A Challenging Environment for Stocks and...

Rate hike expectations presented headwinds for both asset classes.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2022 / GLOBAL ECONOMY

No, We Are Not About to Return to 1970s Style Inflation

No, We Are Not About to Return to 1970s Style...

Today’s central banks are willing and able to tackle the problem.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

May 2022 / VIDEO

What a Rough Quarter for Bonds Means for Asset Allocators

What a Rough Quarter for Bonds Means for...

By Sébastien Page & Timothy C. Murray

April 2022 / INTERNATIONAL EQUITIES

Q&A With Justin Thomson

T. Rowe Price’s CIO for International Equities

By Justin Thomson

Justin Thomson CIO and Head of International Equity

April 2022 / ECONOMICS

The Russia Ukraine War Will Bring Europe to the Brink of Recession

The Russia Ukraine War Will Bring Europe...

Mitigating factors may still prevent it, however.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

April 2022 / VIDEO

Video Series: Shifting Ground for Investors Amid Fiscal, Monetary and...

Video Series: Shifting Ground for Investors Amid Fiscal, Monetary and Geopolitic...

Video Series: Shifting Ground for Investors...

By Katie Elizabeth Deal & Christopher Dillon

April 2022 / MULTI-ASSET STRATEGY

Three Harbingers Point to a U.S. Recession

History suggests it may not be imminent, however.

By Multiple Authors

April 2022 / VIDEO

Video Series: Evaluating Impact Opportunities in Public Fixed Income...

Video Series: Evaluating Impact Opportunities in Public Fixed Income Markets

Video Series: Evaluating Impact Opportunities...

By Matthew Lawton

Matthew Lawton Portfolio Manager

April 2022 / SEARCH FOR YIELD

Balancing Yield With Portfolio Stability

Understanding an asset’s growth and defensive qualities is key.

By Michael Walsh

Michael Walsh Multi‑Asset Solutions Strategist

April 2022 / MULTI-ASSET SOLUTIONS

Asset Allocation in the Era of High Inflation

Responding to changing growth and inflation dynamics.

By Wenting Shen

Wenting Shen Portfolio Manager, Global Multi‑Asset Team

April 2022 / VIDEO

Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager

April 2022 / GLOBAL EQUITIES

A Closer Look at Inflation and the "Value Rally"

A Closer Look at Inflation and the "Value...

Discovering new ideas that deliver value.

By David J. Eiswert

David J. Eiswert Portfolio Manager

April 2022 / VIDEO

Economic Risks Are Rising

High inflation and economic weakness could stifle global economy.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

April 2022 / U.S. FIXED INCOME

Agency Mortgage Market in Transition

MBS valuations are renormalizing as the Fed steps aside.

By Keir Joyce

Keir Joyce Portfolio Manager

April 2022 / GLOBAL EQUITIES

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

April 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

April 2022 / ASSET ALLOCATION VIEWPOINT

Parallels to the 1973 Market Shocks May Be Imprecise

Parallels to the 1973 Market Shocks May Be...

Recession in U.S. appears unlikely amid reopening economy.

By Cesare Buiatti & Sébastien Page

April 2022 / FIXED INCOME

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

April 2022 / FIXED INCOME

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as...

Shorter durations, higher yields could provide a buffer as rates rise.

By Kevin Loome & Ashley Wiersma

April 2022 / GLOBAL ECONOMY

Most Central Banks Have No Choice But to Remain Hawkish

Most Central Banks Have No Choice But to...

Few have the scope to loosen policy if economic conditions worsen.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

Previous Quarter (Q1 2022) Hide

June 2022 / OUTLOOK

Capital Market Assumptions

March 2022 / MARKET OUTLOOK

Shifting Ground for Investors Amid Fiscal, Monetary and Geopolitical...

Shifting Ground for Investors Amid Fiscal, Monetary and Geopolitical Risks

Shifting Ground for Investors Amid Fiscal,...

Insights Webinar Summary

By Katie Elizabeth Deal & Christopher Dillon

March 2022 / MARKET EVENTS

Investing Globally May Boost Yields as Rates Rise

Investing Globally May Boost Yields as Rates...

Home bias could mean key opportunities are missed.

By Michael Walsh

Michael Walsh Solutions Strategist

March 2022 / ECONOMICS

The Fed Embarks on a Hiking Campaign to Counter Inflation

The Fed Embarks on a Hiking Campaign to Counter...

High commodity prices, geopolitical risks complicate its path.

By Blerina Uruçi

Blerina Uruçi US Economist

March 2022 / NATURAL RESOURCES

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Strategy

March 2022 / VIDEO

U.S. Fiscal Stimulus: Takeaways for Investors

Timing, scale, and targets of new spending are key considerations.

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

March 2022 / EMERGING MARKETS EQUITY

Making Sense of the Sell-Off, Then Rally in Chinese ADRs

Making Sense of the Sell-Off, Then Rally...

Concerns about delistings on U.S. exchanges appear to be overblown.

March 2022 / VIDEO

Inflation, Innovation, and Our Outlook for Health Care Stocks

Inflation, Innovation, and Our Outlook for...

Our longer-term outlook for the health care sector is positive, but we expect markets...

By Ziad Bakri

Ziad Bakri Portfolio Manager

March 2022 / FIXED INCOME

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager, Global Impact Credit Strategy

March 2022 / MARKET EVENTS

Understanding the Potential for Defaults in Russian Bonds

Understanding the Potential for Defaults...

By Benjamin Robins

Benjamin Robins Emerging Markets Debt Portfolio Specialist

March 2022 / INVESTMENT APPROACH

T. Rowe Price's Strategic Investing Approach Has Benefited Our Results

Discipline that has brought long‑term rewards.

March 2022 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Assessing the ESG Implications of Russia’s Invasion of Ukraine

Assessing the ESG Implications of Russia’s...

Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition.

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2022 / BLOG

Long Dated Credit Can Boost Returns in a Tightening Environment

Long Dated Credit Can Boost Returns in a...

Shorter‑dated bonds are typically hit harder by rising inflation and low growth.

By Kenneth A. Orchard & Onur Uncu

March 2022 / GLOBAL EQUITIES

Positioning for the Future in Global Equities

How our investment framework is adapting to the challenge of change.

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2022 / VIDEO

Growth Likely to Remain Under Pressure

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

March 2022 / GLOBAL ECONOMY

Reports of a Looming Recession May Be Exaggerated

The global economy is probably more resilient than you think.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2022 / VIDEO

How We're Positioned Against Heightened Market Risks

How We're Positioned Against Heightened Market...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

March 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

March 2022 / EMERGING MARKETS

Key Developments to Watch in the Russia Ukraine Crisis

Key Developments to Watch in the Russia Ukraine...

The impact of sanctions and rising commodity prices are in focus.

By Ulle Adamson, Peter Botoucharov & Samy Muaddi

March 2022 / EMERGING MARKETS

A Q&A Session With Ernest Yeung

Attractive opportunities for active investors in EM stocks.

By Ernest C. Yeung

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

March 2022 / EMERGING MARKETS

Implications of the Removal of Russia From MSCI Indices

Implications of the Removal of Russia From...

Russian shares to be removed from MSCI indices due to market accessibility issues.

March 2022 / INVESTMENT INSIGHTS

A Determined Federal Reserve Prepares for Tightening Cycle

A Determined Federal Reserve Prepares for...

We anticipate continued Treasury yield curve flattening.

By Stephen L. Bartolini & Steve Boothe

March 2022 / FIXED INCOME

The Case for a Tactical and Strategic Allocation to Bank Loans

The Case for a Tactical and Strategic Allocation...

Insights Webinar Summary

By Andrew McCormick & Paul Massaro

March 2022 / VIDEO

Russia-Ukraine Crisis—Investment Implications Webinar

Russia-Ukraine Crisis—Investment Implications...

By Multiple Authors

March 2022 / VIDEO

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in...

Central banks face a more difficult task tackling inflation.

By Andrew McCormick

Andrew McCormick Head of Global Fixed Income and CIO

March 2022 / RETIREMENT

When the Retirement Clock Gets Wound Forward

Glide path design should reflect possibility of early retirement.

By Justin Harvey & Adam Langer

February 2022 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

For or Against? The Year in Shareholder Resolutions—2021

For or Against? The Year in Shareholder Resolution...

With environmental and social proposals in the spotlight, case‑by‑case insights were...

By Donna Anderson & Jocelyn Brown

February 2022 / GLOBAL FIXED INCOME

Strategic Allocation to Bank Loans May Enhance Value

Strategic Allocation to Bank Loans May Enhance...

The asset class offers a low duration profile, attractive yields.

By Paul Massaro & Stephen M. Finamore

February 2022 / EMERGING MARKETS

Meet Jackie Liu

By Jacqueline Liu

Jacqueline Liu Portfolio Manager, China Growth Opportunities Equity Strategy

February 2022 / GLOBAL ECONOMY

There Will Be Turbulance

Why this Fed hiking cycle looks different.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2022 / INVESTMENT INSIGHTS

Restored Supply Chains Should Propel a Eurozone Recovery

Restored Supply Chains Should Propel a Eurozone...

Higher yields and a stronger euro are likely

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

February 2022 / GLOBAL FIXED INCOME

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration...

Strategies to reduce potential duration-led losses.

By Joran Laird

Joran Laird Portfolio Specialist

February 2022 / GLOBAL FIXED INCOME

Shoulda, Woulda, Coulda

Adventures in global high yield.

By Mark J. Vaselkiv

Mark J. Vaselkiv Chief Investment Officer, Fixed Income

February 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

February 2022 / INTERNATIONAL EQUITIES

China Deleveraging: Domestic and Global Impacts

A multiyear path to reduce financial risk and improve credit allocation.

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

February 2022 / EMERGING MARKETS

Making the Case for Emerging Markets

Five factors supporting emerging market equities on a tactical and structural basis.

By Justin Thomson, Eric C. Moffett & Malik Asif

February 2022 / FIXED INCOME

Five Reasons Why I’m Reducing Credit Risk

Tight spreads and hawkish central banks are a concern.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

February 2022 / VIDEO

What Pivot to Higher Rates May Mean for Stocks

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2022 / GLOBAL ECONOMY

What’s Behind the Market Volatility, and What We’re Watching Next

What’s Behind the Market Volatility, and...

Further price fluctuations loom amid Fed hikes, inflation, and post‑pandemic shifts.

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

February 2022 / VIDEO

Video Series – Fixed Income 2022: Nowhere to Hide?

Video Series – Fixed Income 2022: Nowhere...

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

February 2022 / GLOBAL FIXED INCOME

Fixed Income 2022: Nowhere to Hide?

A fresh approach to fixed income investing in a year that could be potentially dominated...

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

February 2022 / U.S. EQUITIES

Focused on Fundamentals in an Unsettled Market

Discerning the durable from the temporary is key to our process.

By Paul Greene

Paul Greene Portfolio Manager

January 2022 / U.S. FIXED INCOME

Digging Deep in Securitized Credit as Supply Booms

Digging Deep in Securitized Credit as Supply...

Our analysts are finding value in data centers, aircraft ABS.

By Ramon de Castro & David Xu

January 2022 / U.S. FIXED INCOME

Rethinking Fixed Income Allocations

Sourcing strategies with varying risk and return drivers is key.

By Saurabh Sud, Lowell Yura & Gregor T. Dannacher

January 2022 / GLOBAL FIXED INCOME

Unlocking Impact Outside of ESG-Labeled Debt

Driving real change means investors should look beyond the label.

By Matthew Lawton

Matthew Lawton Portfolio Manager

January 2022 / GLOBAL FIXED INCOME

Why Fixed Income Investors Should Think Differently in 2022

Why Fixed Income Investors Should Think Differentl...

Higher rates and more volatility demand a flexible approach.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

January 2022 / VIDEO

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

January 2022 / EMERGING MARKETS

China Unexplored

By Charles Knudsen

Charles Knudsen Portfolio Specialist

January 2022 / U.S. FIXED INCOME

Finding Opportunities Amid Fixed Income Turbulence

Flexible multi-sector approach is essential as markets shift.

By Christopher P. Brown & Anna Dreyer

January 2022 / VIDEO

Strong Fundamentals, Demand Drive Investment-Grade Corporates

Strong Fundamentals, Demand Drive Investment-Grade...

By Lauren T. Wagandt

Lauren T. Wagandt Portfolio Manager

January 2022 / BLOG

EM Currencies Can Boost Bond Portfolios Amid Rising Inflation

EM Currencies Can Boost Bond Portfolios Amid...

Currencies of commodity-exporting countries are particularly attractive.

By Kenneth A. Orchard & Onur Uncu

January 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

January 2022 / GLOBAL ECONOMY

In With a Whimper, Out With a Bang

The investment story of 2022 will be tactical bear, structural bull.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

January 2022 / VIDEO

Ten Key Insights From 2021

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

Q4 2021 Show

January 2022 / INVESTMENT INSIGHTS

2022 U.S. Retirement Market Outlook: The Defined Contribution Investment...

2022 U.S. Retirement Market Outlook: The...

December 2021 / VIDEO

2022 Global Market Outlook Video Series

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / VIDEO

Portfolio Construction: How to Find Yield and Avoid Undue Risks

Portfolio Construction: How to Find Yield...

By Samy Muaddi

Samy Muaddi Portfolio Manager

December 2021 / GLOBAL ECONOMY

A Digital U.S. Dollar Will Strengthen the Currency's Global Dominance

A Digital U.S. Dollar Will Strengthen the...

A Fed‑backed CBDC will dwarf those of other countries.

By Tomasz Wieladek & Aadish Kumar

December 2021 / VIDEO

Inflation: I'm Fed Up and other Macro Themes

By Steve Boothe

Steve Boothe Head of Investment Grade

December 2021 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions November Monthly Recap

Pension Curve Insider: LDI Solutions November...

By Jason DaCruz & Justin Harvey

December 2021 / U.S. EQUITIES

Two Dominant Trends Changing Fintech Stocks

By Jon Friar

Jon Friar Sector Portfolio Manager

December 2021 / ECONOMICS

The Great Inflation Debate

Have we entered a new era?

By Justin Thomson

Justin Thomson Head of International Equity and CIO

December 2021 / ASSET ALLOCATION VIEWPOINT

Revisiting Inflation Concerns

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

December 2021 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

December 2021 / FIXED INCOME

50 Years of Fixed Income Expertise at T. Rowe Price

50 Years of Fixed Income Expertise at T....

December 2021 / VIDEO

Video Series – China: Too Big to Ignore

By Wenli Zheng & Christopher J. Kushlis

December 2021 / INVESTMENT INSIGHTS

Germany’s Coalition Agreement Should Stimulate Growth and Inflation

Germany’s Coalition Agreement Should Stimulate...

The new government will likely show more flexibility on EU‑wide issues.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

December 2021 / GLOBAL MARKET OUTLOOK

Playbook for a Shifting Economic Landscape

Looking for Growth in Challenging Markets

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / MULTI-ASSET SOLUTIONS

Three Contrarian Investing Views on China, Stagflation, Supply Chains

Three Contrarian Investing Views on China,...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager, Multi-Asset

December 2021 / GLOBAL FIXED INCOME

Why Impact Investing Needs Public Debt Markets

Their size and diversified nature can foster long‑term change.

By Matthew Lawton

Matthew Lawton Portfolio Manager

December 2021 / GLOBAL MARKET OUTLOOK

Playbook for a Shifting Economic Landscape

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / GLOBAL EQUITIES

Asia ex-Japan 2022 Market Outlook

Risk/reward looks attractive for Asia ex‑Japan equities.

By Anh Lu

Anh Lu Vice President of T. Rowe Price Group, Inc., and Portfolio Manager, Asia Ex Japan Equity Strategy, Hong Kong

December 2021 / U.S. EQUITIES

Dividend Growers Look Appealing as Market Headwinds Increase

Dividend Growers Look Appealing as Market...

Selectivity and diligence are keys to long‑term compounding.

By Thomas J. Huber

Thomas J. Huber Portfolio Manager

December 2021 / INTERNATIONAL EQUITIES

China Market Outlook 2022

Attractive opportunities amid China’s fast‑changing environment.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Portfolio

December 2021 / VIDEO

2022 Global Market Outlook Webcast

By Sébastien Page, Justin Thomson & Mark J. Vaselkiv

December 2021 / JAPAN EQUITIES

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

December 2021 / GLOBAL MARKET OUTLOOK

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

November 2021 / U.S. EQUITIES

Above-Trend U.S. Growth Could See Smaller Companies Shine

Above-Trend U.S. Growth Could See Smaller...

U.S. smaller companies and a strong domestic recovery are closely aligned.

By Curt J. Organt

Curt J. Organt Portfolio Manager

November 2021 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions October Monthly Recap

Pension Curve Insider: LDI Solutions October...

By Jason DaCruz & Justin Harvey

November 2021 / INTERNATIONAL EQUITIES

T. Rowe Price Strategy Focus On European Select Equity

T. Rowe Price Strategy Focus On European...

By Tobias Mueller

Tobias Mueller Portfolio Manager, European Select Equity Strategy

November 2021 / U.S. FIXED INCOME

Higher Long-Run Inflation Outlook Makes TIPS Exposure Key

Higher Long-Run Inflation Outlook Makes TIPS...

Price rises to slow, but inflation likely to stay relatively high.

By Mike Sewell & Elliot Shue

November 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

COP26 Conference–Outcomes, Agreements, and Investment Implications

COP26 Conference–Outcomes, Agreements, and...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

November 2021 / POLICY INSIGHTS

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep...

Heightened volatility reflects a changed reality.

By Multiple Authors

November 2021 / GLOBAL EQUITIES

Higher Oil Prices Unlikely to Prove Sustainable

Supply response and productivity gains should pressure prices.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager

November 2021 / VIDEO

Diversity, Equity, and Inclusion: A Performance Multiplier

Diversity, Equity, and Inclusion: A Performance...

By Raymone Jackson

Raymone Jackson Global Head of Corporate Diversity & Inclusion

November 2021 / BLOG

Rising Yields Present a Familiar Challenge in a New Era

Rising Yields Present a Familiar Challenge...

Inflation concerns are highest in decades.

By Kenneth A. Orchard & Onur Uncu

November 2021 / GLOBAL ECONOMY

The ECB Will Likely Resist Hiking Despite Inflationary Pressure

The ECB Will Likely Resist Hiking Despite...

This would set it on a different path than other central banks.

By Tomasz Wieladek

Tomasz Wieladek International Economist

November 2021 / GLOBAL ECONOMY

China Remains Compelling Despite Regulatory Upheavals

China Remains Compelling Despite Regulatory...

Understanding the government’s social agenda is key.

By Christopher J. Kushlis & Justin Thomson

November 2021 / THE U.S. EQUITY T. ROWE PRICE APPROACH

Our Careful Approach to Portfolio Manager Transitions

Our Careful Approach to Portfolio Manager...

Skilled PMs and a talented analyst pool are both key.

By Eric L. Veiel

Eric L. Veiel Head of Global Equity and CIO

November 2021 / VIDEO

Redefining Fixed Income Enhancing High Yield Allocations: Video Series

Redefining Fixed Income Enhancing High Yield...

By Kevin Loome

Kevin Loome Portfolio Manager

November 2021 / FIXED INCOME

Fed Talk: Views and Implications for Fixed Income Portfolios

Fed Talk: Views and Implications for Fixed...

Insights Webinar Summary

By Steve Boothe, Christopher P. Brown & Stephen L. Bartolini

November 2021 / RETIREMENT INSIGHTS

The Importance of Defined Benefit Plan Design

Defined benefit plans don’t all impact glide paths the same way.

By Justin Harvey & Adam Langer

November 2021 / GLOBAL EQUITIES

Meet Peter Bates

Portfolio Manager, Global Select Equity Strategy

By Peter J. Bates

Peter J. Bates Portfolio Manager

November 2021 / VIDEO

Building Fixed Income Portfolios for the Recovery – And Beyond: Video...

Building Fixed Income Portfolios for the Recovery – And Beyond: Video Series

Building Fixed Income Portfolios for the...

By Mark J. Vaselkiv, Christopher P. Brown & Anna Dreyer

November 2021 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

November 2021 / GLOBAL EQUITIES

T. Rowe Price Strategy Focus On Global Select Equity

T. Rowe Price Strategy Focus On Global Select...

By Peter J. Bates

Peter J. Bates Portfolio Manager

November 2021 / JAPAN EQUITIES

Change in Political Leadership and Outlook for Japan

Change in Political Leadership and Outlook...

Prospects for stocks look bright amid expected policy continuity.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

November 2021 / ASSET ALLOCATION VIEWPOINT

Supply Bottlenecks May Be Peaking

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

November 2021 / DEFINED CONTRIBUTION

Three Tips for Evaluating Target Date Solutions

Helping plan sponsors identify solutions fit for purpose.

By Lorie Latham

Lorie Latham Senior Defined Contribution Strategist

November 2021 / POLICY INSIGHTS

Central Banks Diverge in Response to Inflation

How differences are creating opportunities in fixed income.

By Multiple Authors

October 2021 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions September Monthly Recap

Pension Curve Insider: LDI Solutions September...

By Jason DaCruz & Justin Harvey

October 2021 / U.S. EQUITIES

Meet Paul Greene

Portfolio Manager, US Large‑Cap Core Growth Equity Strategy

By Paul Greene

Paul Greene Portfolio Manager

October 2021 / GLOBAL ECONOMY

Volatility Looms as Support Is Withdrawn

The supportive business cycle will likely provide opportunities, however.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

October 2021 / GLOBAL EQUITIES

Staying Disciplined as Equities Confront a Wall of Worry

Staying Disciplined as Equities Confront...

Lofty valuations in equity markets may not reflect potential risks.

By Federico Santilli

Federico Santilli Portfolio Manager in the Equity Division at T. Rowe Price

October 2021 / GLOBAL EQUITIES

How ESG Helps Make Us Better Value Investors

Advantages of incorporating ESG factors into company analysis.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

October 2021 / EMERGING MARKETS

China: Too Big to Ignore

Insights Webinar Summary

By Christopher J. Kushlis & Wenli Zheng

October 2021 / U.S. FIXED INCOME

The Fed Surreptitiously Turns Dovish

SEP reveals a renewed commitment to average inflation targeting.

By Stephen L. Bartolini & Steve Boothe

October 2021 / MULTI-ASSET SOLUTIONS

Rising Inflation Risk and How to Address It

Rising Inflation Risk and How to Address...

Whether temporary or not, price rises cannot be ignored.

By Yoram Lustig & Michael Walsh

October 2021 / GLOBAL MARKETS

Growth Delayed but Not Derailed

Opportunities still lie ahead for firms and investors.

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

October 2021 / U.S. FIXED INCOME

High Valuations Balance Healthy Credit in Global High Yield

High Valuations Balance Healthy Credit in...

Credit analysis can expose value even amid tight credit spreads.

By Michael Connelly

Michael Connelly Portfolio Manager

October 2021 / U.S. EQUITIES

The U.S. Value Stock Rally—Expect a Shift to Quality

Higher‑quality value stocks set to lead the next stage.

By Eric Papesh

Eric Papesh Portfolio Specialist

October 2021 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

October 2021 / GLOBAL EQUITIES

Investing in Health Care’s Technological Transformation

Investing in Health Care’s Technological...

A wave of innovation underlies the success of mRNA vaccines.

By Ziad Bakri

Ziad Bakri Portfolio Manager

October 2021 / U.S. GOVERNMENT POLICY

Legislation Supporting Clean Energy Would Impact Key Sectors

Legislation Supporting Clean Energy Would...

Modernizing the electric grid is key for scaling up renewable power.

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

October 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Banks Set to Play Critical Role in Climate Change Fight

Banks Set to Play Critical Role in Climate...

Transition to a low‑carbon economy brings lending risks and opportunities.

By Maria Elena Drew & Joseph Baldwin

October 2021 / ASSET ALLOCATION VIEWPOINT

Maintaining a Cautious Approach

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

October 2021 / VIDEO

Inflation, Central Bank Policy, and the Implications for Emerging Markets

Inflation, Central Bank Policy, and the Implicatio...

Find out why emerging market central banks are bucking the trend in terms of monetary...

By Benjamin Robins, Michael Ganske & Charles Knudsen

October 2021 / U.S. EQUITIES

Sector Insights: The Three Drivers of Innovation in Biotech Stocks

Sector Insights: The Three Drivers of Innovation...

By John Hall

John Hall Investment Analyst

October 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Innovations in Sustainability Are Reshaping the Future of Plastic

Innovations in Sustainability Are Reshaping...

Balancing health and environmental concerns with the material’s utility.

By Maria Elena Drew & Natalie McGowen

September 2021 / GLOBAL ECONOMY

Demand Stimulus and Inflationary Pressures Loom for Post‑Election Germany

Demand Stimulus and Inflationary Pressures...

The new government will likely prioritize social justice and green policies.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

Q3 2021 Show

November 2021 / U.S. EQUITIES

A Disciplined Investment Approach in Pursuit of Compounding

Avoid complacency when seeking to buy and hold durable growers.

By Paul Greene

Paul Greene Portfolio Manager

September 2021 / GLOBAL ECONOMY

UK Turns to Bold Post‑Brexit Reforms to Boost Economy

UK Turns to Bold Post‑Brexit Reforms to Boost...

Freedom to set finance and immigration policies may spur growth.

By Quentin S. Fitzsimmons & Tomasz Wieladek

September 2021 / POLICY INSIGHTS

Confronting the Challenges of Persistent Transitory Inflation

Confronting the Challenges of Persistent...

How to position against potential inflation risks in fixed income.

By Multiple Authors

September 2021 / FIXED INCOME

Regulatory Actions in China: Short-Term Pain, Long-Term Gain

Regulatory Actions in China: Short-Term Pain,...

Beijing’s tightening grip bodes well for China Inc.'s health.

By Sheldon Chan, Christopher J. Kushlis & Lee Sun

September 2021 / FIXED INCOME

Controlled Deflation of the China Property Debt Balloon

Controlled Deflation of the China Property...

Beijing’s policy actions in the property sector seem to be containing any potential...

By Sheldon Chan & Anna Zhang

September 2021 / U.S. FIXED INCOME

Navigating Dynamic Fixed Income Market Crosscurrents

Navigating Dynamic Fixed Income Market Crosscurren...

Flexible duration positioning and sector allocation are key.

By Christopher P. Brown & Anna Dreyer

September 2021 / GLOBAL ECONOMY

Germany’s New Government Is Likely to Rewrite Economic Policy

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

September 2021 / GLOBAL ECONOMY

The Return of Volatility May Signal a Buying Opportunity, Not a Bear...

The Return of Volatility May Signal a Buying Opportunity, Not a Bear Market

The Return of Volatility May Signal a Buying...

Why fluctuating asset prices need not cause alarm.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

September 2021 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

September 2021 / GLOBAL EQUITIES

The Cycle—Where Are We? Implications for Global Equity Investors

The Cycle—Where Are We? Implications for...

Complex environments need active management to help steer portfolios in the right...

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2021 / ASSET ALLOCATION VIEWPOINT

Should Rising Inflation Be a Concern?

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2021 / FIXED INCOME

Blending Quant and Fundamental Portfolio Construction Inputs

Blending Quant and Fundamental Portfolio...

The SSAG model provides a sector allocation framework.

By Christopher P. Brown, Anna Dreyer & Kenneth A. Orchard

17 August 2021 / EMERGING MARKETS

Is the Value Rally in Emerging Markets Sustainable?

Is the Value Rally in Emerging Markets Sustainable...

Value investing is coming in from the cold.

By Ernest C. Yeung

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

August 2021 / ASSET ALLOCATION VIEWPOINT

Sticking With Value

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2021 / U.S. EQUITIES

Seeking Growth Stories That Can Be Stronger for Longer

Seeking Growth Stories That Can Be Stronger...

Understanding innovation and disruption could create opportunities.

By Joseph Fath

Joseph Fath Portfolio Manager for the US Growth Stock Strategy

August 2021 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

ESG Integration in Action

By T. Rowe Price

T. Rowe Price

August 2021 / ESG

How 2021 Is Shaping as an Epic Year for Climate Regulation

Momentum on emissions targets builds ahead of COP26 conference.

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2021 / RETIREMENT INSIGHTS

Understanding the Substitution Effect

DB plans as a substitute for a richer DC benefit.

By Multiple Authors

August 2021 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

August 2021 / VIDEO

Global Equities: Moving Beyond the In-Between – Video Series

By David J. Eiswert

David J. Eiswert Portfolio Manager

August 2021 / U.S. GOVERNMENT POLICY

Biden Signals Government-Wide Push to Promote Competition

Biden Signals Government-Wide Push to Promote...

But changing rules and laws isn’t easy and would take time.

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

August 2021 / FIXED INCOME

How Digital Currencies Add Policy Potency for Emerging Markets

How Digital Currencies Add Policy Potency...

More monetary policy control as rate decisions have a broader impact.

By Tomasz Wieladek & Aadish Kumar

August 2021 / MARKET EVENTS

China Regulation—Opportunity May Lie in the Midst of Stock Sell-Off

China Regulation—Opportunity May Lie in the...

We are assessing potential winners and losers amid new regulations in the education...

By Multiple Authors

July 2021 / VIDEO

Opportunistic Investing in a Dynamic High Yield Market: Video Series

Opportunistic Investing in a Dynamic High...

By Rodney M. Rayburn, Jason Bauer & Mark J. Vaselkiv

July 2021 / U.S. EQUITIES

Sector Insights: The Potential Recovery of U.S. Bank Stocks Enters a...

Sector Insights: The Potential Recovery of U.S. Bank Stocks Enters a Second...

Sector Insights: The Potential Recovery of...

By Vincent Michael DeAugustino

Vincent Michael DeAugustino Investment Analyst

July 2021 / POLICY INSIGHTS

How ESG Considerations are Reshaping Central Bank Mandates

How ESG Considerations are Reshaping Central...

Moving toward integrating social and environmental issues.

By Multiple Authors

July 2021 / ECONOMICS

Central Bank Digital Currencies May Bring "Helicopter Money" Closer

Central Bank Digital Currencies May Bring...

More efficient money transfers will likely bring down rates.

By Tomasz Wieladek & Aadish Kumar

July 2021 / FIXED INCOME

How Weighing ESG Risks Adds an Edge in EM Corporates

How Weighing ESG Risks Adds an Edge in EM...

Integrating ESG factors has the potential to provide a research edge.

By Samy Muaddi

Samy Muaddi Portfolio Manager

July 2021 / U.S. EQUITIES

Growth Stocks Unlikely to Be Troubled by Short-Term Inflation Spike

Growth Stocks Unlikely to Be Troubled by...

A sharp rise in U.S. inflation is not expected to last.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, US Large Cap Growth Equity Strategy

July 2021 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

July 2021 / GLOBAL EQUITIES

Why This "Value" Recovery May Have Only Just Begun

Why This "Value" Recovery May Have Only Just...

Economic recovery and earnings momentum set to sustain the rotation back to value.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

July 2021 / GLOBAL MARKETS

Cryptocurrencies May Transform Capital Markets

Speculation is extraordinary, but so is potential

By Robert W. Sharps & Sébastien Page

July 2021 / GLOBAL ECONOMY

Into Choppier Waters

The serenity of equity markets is deceptive.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2021 / INTERNATIONAL EQUITIES

Japan Ups the Ante on Corporate Governance and Regulatory Reform

Japan Ups the Ante on Corporate Governance...

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