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This Quarter (Q3 2023) Hide

September 2023 / QUARTERLY MARKET REVIEW

Global Markets Quarterly Update

For Second Quarter 2023

September 2023 / GLOBAL FIXED INCOME

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 / ESG

Prepare for the Sustainability Capital Wave

It could rival the Industrial Revolution in scale.

By Justin Thomson & Christopher Vost

September 2023 / ESG

2023 Proxy Voting Summary

Key trends in T. Rowe Price’s proxy voting activity over the past year.

By Donna Anderson & Jocelyn Brown

September 2023 / STRATEGIC INVESTING

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance...

Driving deliberate innovation with AI tools to boost human decision‑making

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

September 2023 / EMERGING MARKETS

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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

September 2023 / ASSET ALLOCATION

Asset Allocation in a New and Evolving Interest Rate Regime

Asset Allocation in a New and Evolving Interest...

Revised capital market assumptions create opportunities

By Lowell Yura

Lowell Yura Head of Multi-Asset Solutions, North America

September 2023 / ASSET ALLOCATION

A Surprising Rise in U.S. Treasury Yields

By Christina Noonan

Christina Noonan Associate Portfolio Manager, Multi-Asset Division

September 2023 / FIXED INCOME

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 Asia Sovereign Analyst, London

September 2023 / VIDEO

U.S. Treasury Yields, Up, Up, and Away…?

By Christina Noonan

Christina Noonan Associate Portfolio Manager, Multi-Asset Division

September 2023 / MARKET EVENTS

Regional Banks Stabilize, Yet Pressures Remain

Regulatory changes will do little to solve higher cost of funding.

By Matt J. Snowling & Pranay Subedi

September 2023 / ESG

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

September 2023 / U.S. EQUITIES

A Growing Dividend Can Add Up

Don’t overlook the long-term appeal of a rising dividend.

By Thomas J. Huber

Thomas J. Huber Portfolio Manager

September 2023 / FIXED INCOME

Chinese Economic Weakness Elevating Investor Concerns

Chinese Economic Weakness Elevating Investor...

China’s core financial system seems insulated from recent stress.

By Samy Muaddi, Christopher J. Kushlis & Michael Summers

August 2023 / MULTI-ASSET

Inflation Globalization

Understanding the drivers of domestic and global inflation.

By Multiple Authors

August 2023 / VIDEO

China Deleveraging, Defaults, Deflation - Capitalizing on opportunities...

China Deleveraging, Defaults, Deflation -...

August 2023 / ECONOMICS

China’s Economy Faces Renewed Pressures

Property sector weakness weighing on confidence.

August 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

August 2023 / U.S. EQUITIES

The Outlook for U.S. Smaller Companies Looks Increasingly Compelling

The Outlook for U.S. Smaller Companies Looks...

Now is not the time to wait on the sidelines.

By Curt J. Organt

Curt J. Organt Portfolio Manager

August 2023 / FIXED INCOME

Perspectives on Securitized Credit

Second Quarter 2023

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

August 2023 / VIDEO

Leaning Into Real Assets

Our Asset Allocation Committee recently added to real assets equities, given attractive...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2023 / VIDEO

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 Credit Analyst

August 2023 / U.S. FIXED INCOME

Ten Years of Seeking to Exploit Inefficiencies in High Yield

Ten Years of Seeking to Exploit Inefficiencies...

Long‑tenured manager uses a flexible, concentrated approach.

By Kevin Loome

Kevin Loome Portfolio Manager

August 2023 / GLOBAL FIXED INCOME

Buy and Align—The Next-Generation Buy and Maintain Portfolios

Buy and Align—The Next-Generation Buy and...

Introducing the Net Zero Transition Product Framework to help clients meet income...

By Steve Boothe, David Stanley & Matthew Lawton

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...

Portfolio managers collaborate to help shape duration positioning.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

July 2023 / GLOBAL FIXED INCOME

A New Fixed Income Regime—Three Active Portfolio Responses

A New Fixed Income Regime—Three Active Portfolio...

What to expect as monetary policy tightening moves closer to ending.

By Scott Solomon & Quentin S. Fitzsimmons

July 2023 / VIDEO

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

July 2023 / IMPACT INVESTING

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

July 2023 / FIXED INCOME

Post-Pandemic Trends Support Credit Quality in Health Care

Post-Pandemic Trends Support Credit Quality...

Collaboration across health care industries reveals credit trends.

By Domingo Villarruel, Marianna Korpusova & Mitchell Unger

July 2023 / GLOBAL EQUITIES

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 / ECONOMICS

The Fed Signals More Rate Increases Amid a Resilient Economy

The Fed Signals More Rate Increases Amid...

Sticky inflation and further rate hikes reduce soft landing odds.

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

July 2023 / RETIREMENT

Stretching a Match

Revising matching contributions could encourage higher deferral rates.

July 2023 / FIXED INCOME

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

July 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

Previous Quarter (Q2 2023) Hide

June 2023 / GLOBAL EQUITIES

Disruption Is Losing Its Ability to Surprise

Are we heading for a “decade of the incumbent”?

By John D. Linehan

John D. Linehan Portfolio Manager

June 2023 / U.S. EQUITIES

Offense and Defense—Health Care Offers Exposure to Both Worlds

Offense and Defense—Health Care Offers Exposure...

Few sectors offer defensive characteristics and attractive growth potential.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

June 2023 / U.S. EQUITIES

Growth Matters Even More Amid Uncertainty

Where we look for growth and how much we pay for it are also key.

By Joseph Fath

Joseph Fath Portfolio Manager

June 2023 / ECONOMICS

A Garden Variety Recession Is Coming

It will be very different than 2008 and 2020.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

June 2023 / GLOBAL EQUITIES

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

June 2023 / ECONOMICS

The World Faces a Highly Variable Inflation Outlook

The World Faces a Highly Variable Inflation...

The U.S. and UK face a tougher challenge than the Nordics and eurozone.

By Tomasz Wieladek & Aadish Kumar

June 2023 / VIDEO

Fintechs: Evaluating the Threat to Emerging Markets Banks

Fintechs: Evaluating the Threat to Emerging...

By Mariel Abreu

Mariel Abreu Credit Analyst

June 2023 / MONTHLY MARKET REVIEW

Global Markets Monthly Update

For May 2023

June 2023 / ESG

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager

June 2023 / GLOBAL FIXED INCOME

Four Themes Shaping Global High Yield Bonds

Opportunities to generate value amid volatility

By Michael Della Vedova

Michael Della Vedova Portfolio Manager, Global High Income Bond Strategy

June 2023 / VIDEO

Asset Allocation in an Uncertain Environment

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

June 2023 / GLOBAL EQUITIES

Generative AI Holds Promise and Peril for Investors

Generative AI Holds Promise and Peril for...

Looking beyond the hype to see opportunities in builders and toolmakers

By Multiple Authors

June 2023 / U.S. GOVERNMENT POLICY

U.S. Debt Deal May Mark New Era in Federal Spending

U.S. Debt Deal May Mark New Era in Federal...

Here's what it could mean for the economy, industry, and policy.

By Michael Pinkerton

Michael Pinkerton Washington Associate Analyst, U.S. Equity Division

June 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

June 2023 / CHINA EQUITIES

China Investing: What Comes Next?

A three-stage recovery is underway.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2023 / MIDYEAR MARKET OUTLOOK

2023 Midyear Market Outlook: Finding the Signal Through the Noise

2023 Midyear Market Outlook: Finding the...

Bearish indicators could be flashing misleading signs

By Arif Husain, Sébastien Page & Justin Thomson

June 2023 / VIDEO

My Two Biggest Rules for Investing in Industrials

By Melanie Rizzo

Melanie Rizzo Investment Analyst

June 2023 / FIXED INCOME

Is Fixed Income Having an Identity Crisis?

Structural changes have implications for DC plan sponsors.

By Som Priestley & Jessica Sclafani

June 2023 / GLOBAL EQUITIES

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

U.S. Debt Deal Does More Than Avoid Default

By Michael Pinkerton

Michael Pinkerton Associate Analyst

June 2023 / CHINA EQUITIES

China Midyear Market Outlook

A more broad-based recovery after initial reopening, though some bumpiness is expected.

By Jacqueline Liu

Jacqueline Liu Equity Research Analyst

June 2023 / ESG

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 Portfolio Manager

June 2023 / FIXED INCOME

Strategy Focus on Global Impact Credit

By Matthew Lawton

Matthew Lawton Portfolio Manager

May 2023 / FIXED INCOME

Inside the Engine Room of EM Local Currency Debt

Inside the Engine Room of EM Local Currency...

A potentially rewarding asset class.

By Nathan Wang & Wenting Shen

May 2023 / VIDEO

Stubborn Services Inflation Keeps Fed on Guard

Stubborn Services Inflation Keeps Fed on...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

May 2023 / U.S. EQUITIES

What Does the Stress in Regional Banking Mean for U.S. Smaller Companies?

What Does the Stress in Regional Banking...

The banking sector is an integral part of the U.S. small‑cap investment universe.

By Curt J. Organt

Curt J. Organt Portfolio Manager

May 2023 / LIQUIDITY

Raising the Debt Ceiling Could Pressure Bank Funding

Raising the Debt Ceiling Could Pressure Bank...

But cash squeeze may force the Fed to halt quantitative tightening.

By Adam Marden & Pranay Subedi

May 2023 / GLOBAL FIXED INCOME

Foundations of Emerging Markets Bond Investing

Four‑part anchoring framework fundamental to debt sustainability.

By Samy Muaddi & Siby Thomas

May 2023 / GLOBAL FIXED INCOME

Volatility Brings Opportunity in Fixed Income

Rates offer alpha opportunities, dollar at risk of depreciation.

By Arif Husain, Scott Solomon & Quentin S. Fitzsimmons

May 2023 / U.S. EQUITIES

Strategy Focus on U.S. Impact Equity

By David L. Rowlett

David L. Rowlett Portfolio Manager

May 2023 / FIXED INCOME

Perspectives on Securitized Credit

First Quarter 2023

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

May 2023 / VIDEO

U.S. Labor Market Strength May Be Tenuous

Managing a global equity strategy during the coronavirus crisis.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2023 / GLOBAL FIXED INCOME

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 / GLOBAL FIXED INCOME

Currency Hedging Can Boost Yields and Reduce Volatility

Currency Hedging Can Boost Yields and Reduce...

Interest rate differentials have created some compelling opportunities.

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

May 2023 / FIXED INCOME

Rates Volatility to Continue as Economic Outlook Evolves

Rates Volatility to Continue as Economic...

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 / INTERNATIONAL EQUITIES

International Equities Are Positioned for a Comeback

International Equities Are Positioned for...

Regime change in markets may signal the end of U.S. dominance.

By Justin Thomson

Justin Thomson Head of International Equity and CIO

May 2023 / VIDEO

Three Themes Investors Should Watch in U.S.-China Relations

Three Themes Investors Should Watch in U.S.-China...

Competition between these powers creates risk and opportunity.

By Michael Pinkerton

Michael Pinkerton Washington Associate Analyst
U.S. Equity Division

May 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

May 2023 / GLOBAL EQUITIES

Meet Dominic Rizzo

By Dominic Rizzo

Dominic Rizzo Portfolio Manager

May 2023 / VIDEO

Medical Technology Industry Well-Positioned Post-Covid

Medical Technology Industry Well-Positioned...

By Mitchell Unger

Mitchell Unger Credit Analyst

May 2023 / VIDEO

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 / FIXED INCOME

Yield With Caution: Selectively Navigating Today’s Credit Markets

Yield With Caution: Selectively Navigating...

April 2023 / MULTI-ASSET INSIGHTS

Multi-Asset Collaboration and Due Diligence

How we actively monitor and fortify our building blocks.

By Kim DeDominicis, Amy Seman & Toby M. Thompson

April 2023 / VIDEO

Is Fixed Income Having an Identity Crisis?

Future of Fixed Income in DC Plans, 2022 Survey insights from 150+ DC plan sponsors...

By Jessica Sclafani, Som Priestley & Kathryn Farrell

April 2023 / RETIREMENT INSIGHTS

Reference Point: US Annual Recordkeeping Report

Reference Point: US Annual Recordkeeping...

By T. Rowe Price

T. Rowe Price

April 2023 / GLOBAL FIXED INCOME

What Is Next for the AT1 Bond Market?

Credit Suisse write‑down does not spell the end of this market.

By Rob Thomas & Bineesha Wickremarachchi

April 2023 / INVESTMENT INSIGHTS

Divest or Engage To Meet Climate Commitments?

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

April 2023 / INVESTMENT INSIGHTS

How Our Strategies Generated More Return, More Often

How Our Strategies Generated More Return,...

April 2023 / IMPACT INVESTING

Fostering Change With Impact Investing

Pursuing social and environmental impact alongside financial returns.

By Harishankar Balkrishna, Matthew Lawton & David L. Rowlett

April 2023 / ECONOMICS

The ECB’s Hawkish Stance May Not Last Much Longer

The ECB’s Hawkish Stance May Not Last Much...

Market events could prompt a softening of policy this summer.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

April 2023 / VIDEO

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 / 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...

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 / INVESTMENT INSIGHTS

Fostering Change With Impact Investing

Pursuing social and environmental impact alongside financial returns

By Harishankar Balkrishna, Matthew Lawton & David L. Rowlett

April 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

April 2023 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

How Climate and Biodiversity Considerations Are Driving Credit Risk

How Climate and Biodiversity Considerations...

Role for investment industry in creating innovative financing solutions.

By Tongai Kunorubwe & Penny Avraam

April 2023 / EMERGING MARKETS

China's Reopening: Implications and Impact

Brisk reopening brings quicker consumption response.

By Carolyn Chu & Christopher J. Kushlis

April 2023 / GLOBAL EQUITIES

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

Q1 2023 Show

April 2023 / FIXED INCOME

Monthly Fixed Income Credit Sector Views

March 2023 / GLOBAL FIXED INCOME

Financial Authority Plans to Replace LIBOR Are Nearing Completion

Financial Authority Plans to Replace LIBOR...

Update on the USD LIBOR transition from T. Rowe Price.

By Predrag Rogic & Douglas Spratley

March 2023 / GLOBAL EQUITIES

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change.

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2023 / GLOBAL EQUITIES

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 / GLOBAL IMPACT

Global Impact Equity Strategy Focus Update

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2023 / FIXED INCOME

When Markets Twist and Turn, Flex Your Fixed Income

When Markets Twist and Turn, Flex Your Fixed...

Five bond strategies to help investors navigate evolving markets.

March 2023 / MARKET EVENTS

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 / MULTI-ASSET INSIGHTS

2023 Capital Market Assumptions: Five-Year Perspective

2023 Capital Market Assumptions: Five-Year...

In-depth analysis and insights to inform your decision-making.

March 2023 / MARKET EVENTS

U.S. Banks: Should Investors Withdraw Their Concerns?

U.S. Banks: Should Investors Withdraw Their...

By Christopher T. Fortune, Joseph Mlinac & Stephon Jackson

March 2023 / FINANCIAL SERVICES

Bank Contagion Appears Limited, but Failures Create Key Risks

Bank Contagion Appears Limited, but Failures...

Heightened liquidity constraints and disruption require deft investing touch.

By Matt J. Snowling & David M. DiPietro

March 2023 / FIXED INCOME

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

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 / MARKET EVENTS

U.S. Bank Failures: What Happened and What We're Watching

U.S. Bank Failures: What Happened and What...

March 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

March 2023 / INVESTMENT APPROACH

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

T. Rowe Price’s Strategic Investing Approach...

Discipline has brought long‑term rewards for clients.

March 2023 / U.S. EQUITIES

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

March 2023 / VIDEO

Labor Market Resilience Suggests Recession Is Not Imminent

Labor Market Resilience Suggests Recession...

By Blerina Uruçi

Blerina Uruçi Chief U.S. Economist

March 2023 / VIDEO

A Recession May Be Delayed, Not Avoided

Near-term tailwinds could favor international markets.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

March 2023 / ESG

For or Against? The Year in Shareholder Resolutions—2022

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

March 2023 / VIDEO

Navigating Risks and Tailwinds for U.S. Banks

By Nina Gupta

Nina Gupta Investment Analyst

March 2023 / U.S. EQUITIES

Lessons From the Fall: Key Changes for Growth Investors

Lessons From the Fall: Key Changes for Growth...

Market pain can bring change and long‑term opportunity.

By Paul Greene

Paul Greene Portfolio Manager

March 2023 / U.S. EQUITIES

Why Value Stocks Are Becoming More Competitive Again

Why Value Stocks Are Becoming More Competitive...

The investment environment has undergone a decisive shift.

By John D. Linehan

John D. Linehan Portfolio Manager

February 2023 / VIDEO

Macro and Absolute Perspectives: Opportunities in Non-U.S. Markets

Macro and Absolute Perspectives: Opportunities...

U.S. markets remain tepid, but we do see potential opportunities in areas such as...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager

February 2023 / GLOBAL EQUITIES

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 / 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 Asia Sovereign Analyst, London

February 2023 / FIXED INCOME

Russia-Ukraine War One Year On

Ongoing war continues to reverberate through the economy and energy markets.

By Razan Nasser & Peter Botoucharov

February 2023 / MULTI-ASSET

The Case for a Dedicated China Allocation Within EM

The Case for a Dedicated China Allocation...

In China, change is the only constant.

By Thomas Poullaouec, Robert Secker & Nathan Wang

February 2023 / FIXED INCOME

Perspectives on Securitized Credit

Fourth Quarter 2022

By Christopher P. Brown & Ramon de Castro

February 2023 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

How ESG and Value Investing Can Go Hand in Hand

How ESG and Value Investing Can Go Hand in...

ESG integration can be an essential component to unlocking value.

By Véronique Chapplow, Sebastien Mallet & Ernest C. Yeung

February 2023 / FIXED INCOME

Monthly Fixed Income Credit Sector Views

February 2023 / ENERGY

The Energy Crisis Is Only Just Beginning

Next winter is where the real challenge lies.

By Justin Thomson

Justin Thomson Head of International Equity and CIO

February 2023 / FIXED INCOME

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

February 2023 / ECONOMICS

The Mild Winter Will Delay Europe’s Recession, Not Prevent It

The Mild Winter Will Delay Europe’s Recession,...

Other risks will likely weigh on the Continent later this year.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

February 2023 / ASSET ALLOCATION

Validating Your U.S. and Non-U.S. Equity Exposure

Validating Your U.S. and Non-U.S. Equity...

What do your allocations say about your return expectations?

By Marin Lolic, Robert Panariello & Som Priestley

February 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

February 2023 / VIDEO

What Investors Need to Know About the U.S. Debt Ceiling

What Investors Need to Know About the U.S....

The impasse over raising the debt ceiling may roil markets.

By Michael Pinkerton

Michael Pinkerton Associate Analyst

February 2023 / VIDEO

A Long-Awaited Reversal

Near-term tailwinds could favor international markets.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2023 / FIXED INCOME

Taking Another Look at Securitized Credit

Fundamental research can reveal opportunities in the asset class.

By Jean-Marc Breaux, Ramon de Castro & Evan Shay

February 2023 / MULTI-ASSET

Asset Allocation: Beyond Diversification

Insights from the Multi-Asset engine room.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

February 2023 / GLOBAL EQUITIES

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

Reflecting on a year of impact investing and what’s next.

By Matthew Lawton

Matthew Lawton Portfolio Manager

January 2023 / MARKET OUTLOOK

2023 U.S. Retirement Market Outlook

January 2023 / VIDEO

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

January 2023 / U.S. FIXED INCOME

The Active Advantage in High Yield

Active approach allows security selection and nimble positioning.

By Kevin Loome & Ashley Wiersma

January 2023 / VIDEO

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....

Our analysis shows the U.S. dollar is at risk of weakening.

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...

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 / U.S. EQUITIES

Myths and Misconceptions in the Active vs. Passive Debate

Myths and Misconceptions in the Active vs....

Looking deeper to sort fact from fiction.

By Josh Nelson

Josh Nelson Head of US Equity

December 2022 / U.S. FIXED INCOME

Securitized Credit Continues to Evolve

Post-GFC rules have toned down risk, but careful analysis is key.

By Jean-Marc Breaux, Ramon de Castro & Evan Shay

December 2022 / GLOBAL EQUITIES

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

Interest rate cut is unlikely if inflation settles above Fed’s target.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

December 2022 / MARKET OUTLOOK

2023 Global Market Outlook: The Need for Agility

2023 Global Market Outlook: The Need for...

A time to be selectively contrarian.

By Andrew McCormick, Sébastien Page & Justin Thomson

December 2022 / ECONOMICS

Do Not Underestimate the Impact of Quantitative Tightening

Do Not Underestimate the Impact of Quantitative...

It may affect economies more than central banks assume.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

December 2022 / MULTI-ASSET SOLUTIONS

Multi-Asset Solutions: Contrarian Investing During a Sell-Off

Multi-Asset Solutions: Contrarian Investing...

By Lowell Yura, Christina Kellar & Som Priestley

December 2022 / FIXED INCOME

A Closer Look at Quantitative Tightening Implications

A Closer Look at Quantitative Tightening...

While manageable near term, notable QT impact likely by mid-2023.

By Stephen L. Bartolini, Steve Boothe & Pranay Subedi

December 2022 / INTERNATIONAL EQUITIES

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

Patiently Building Long-Term Positions

By Anh Lu

Anh Lu Portfolio Manager

December 2022 / INTERNATIONAL EQUITIES

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?

Beyond gender: Diversity through a multidimensional lens.

By Jocelyn Brown

Jocelyn Brown Head of Governance, EMEA & APAC

December 2022 / VIDEO

The Rise of Streaming Video Won't Lift All Boats

The Rise of Streaming Video Won't Lift All...

By Daniel Shear

Daniel Shear Investment Analyst

December 2022 / VIDEO

Forecasting Oil Prices: Six Vital Indicators

By Elliot Shue

Elliot Shue Corporate Credit Analyst, Energy and Commodities Industries

December 2022 / U.S. EQUITIES

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

November 2022 / IMPACT INVESTING

Impact Investing in Credit: Debunking Four Common Misconceptions

Impact Investing in Credit: Debunking Four...

By Matthew Lawton & Benji Baxter

November 2022 / ECONOMICS

Strong Growth Now May Not Mitigate a Recession Next Year

Strong Growth Now May Not Mitigate a Recession...

Central bankers may have to rethink this key assumption.

By Tomasz Wieladek & Aadish Kumar

November 2022 / VIDEO

Markets May Need More Than a Fed Pivot to Cure Woes

Markets May Need More Than a Fed Pivot to...

For sustained gains, markets need a Fed pivot and positive outlook.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

November 2022 / U.S. MIDTERM ELECTIONS

Divided Government Likely to Usher in Legislative Gridlock

Divided Government Likely to Usher in Legislative...

Investors should focus on fundamentals, not political changes.

By Michael Pinkerton, Blerina Uruçi & Eric L. Veiel

November 2022 / FIXED INCOME

Perspectives on Securitized Credit

Third Quarter 2022

By Christopher P. Brown & Ramon de Castro

November 2022 / FIXED INCOME

Global High Yield—Managing Through Volatile Markets

Global High Yield—Managing Through Volatile...

Fundamental research is imperative as macro headwinds rise.

By Michael Della Vedova & Stephen Marsh

November 2022 / VIDEO

Absolute Return Perspectives: Quantitative Tightening-Potential Implicatio...

Absolute Return Perspectives: Quantitative Tightening-Potential Implications...

Absolute Return Perspectives: Quantitative...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager

November 2022 / INVESTMENT INSIGHTS

Market Headwinds Offer Opportunity Tailwinds

By Andrew McCormick, Lowell Yura & Benjamin Robins

November 2022 / U.S. EQUITIES

As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve

As Market Dynamics Pivot, Alpha Opportunities...

The U.S. equity landscape is changing as key characteristics retreat from extremes.

By Josh Nelson

Josh Nelson Head of US Equity

November 2022 / U.S. EQUITIES

Click Here—Has the Boom in Digital Advertising Peaked?

Click Here—Has the Boom in Digital Advertising...

Four key factors set to shape the outlook for digital advertising.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

November 2022 / U.S. EQUITIES

Navigating a Tough Environment for Growth Stocks

Navigating a Tough Environment for Growth...

Amid volatility, focus on what drives stocks over the long term.

By Joseph Fath

Joseph Fath Portfolio Manager

October 2022 / GLOBAL EQUITIES

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

October 2022 / VIDEO

Video Series: Global Market Perspectives

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

October 2022 / INCLUSIVE CORPORATE CULTURES

Business Leaders Are Crucial in Promoting Inclusive Corporate Cultures

Business Leaders Are Crucial in Promoting...

By Raymone Jackson

Raymone Jackson Global Head of Corporate Diversity & Inclusion

October 2022 / GLOBAL ECONOMY

The Storm in Financial Markets Is Not Over Yet

The Storm in Financial Markets Is Not Over...

Inflationary pressures may be receding, however.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

October 2022 / U.S. FIXED INCOME

Case for a Strategic Allocation to High Yield Bonds

Case for a Strategic Allocation to High Yield...

Hybrid characteristics provide attractive risk/reward profile.

By Kevin Loome & Ashley Wiersma

October 2022 / U.S. FIXED INCOME

Inflationary Forces Set to Overpower Disinflationary Trends

Inflationary Forces Set to Overpower Disinflationa...

The post-GFC environment of low rates appears to be over.

By Christopher Faulkner-MacDonagh, Alex Obaza & Blerina Uruçi

October 2022 / VIDEO

Video Series: Bonds, Down but Not Out

By Christopher P. Brown & Anna Dreyer

October 2022 / VIDEO

Midterm Election Preview: What Investors Need to Know

Midterm Election Preview: What Investors...

Regardless of the election's outcome, federal agencies will be an important tool...

By Michael Pinkerton

Michael Pinkerton Associate Analyst

October 2022 / VIDEO

Global Impact Credit Annual Report Highlights

By Matthew Lawton

Matthew Lawton Portfolio Manager

October 2022 / VIDEO

Undiscovered and Overlooked: Unlocking Opportunities in Emerging Markets...

Undiscovered and Overlooked: Unlocking Opportuniti...

By Ernest C. Yeung & Charles Knudsen

September 2022 / VIDEO

Outlook May Favor High Yield Bonds Over Equities

High yield bonds could offer a yield advantage relative to equities.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

Q3 2022 Show

October 2022 / U.S. FIXED INCOME

Finding Opportunities in Evolving Fixed Income Markets

Finding Opportunities in Evolving Fixed Income...

Flexible multi-sector approach is essential as markets shift.

By Christopher P. Brown & Anna Dreyer

October 2022 / RETIREMENT INSIGHTS

Retirement Income Framework

September 2022 / VIDEO

Navigating Challenging Currents: T. Rowe Price CIOs Discuss Today's Market...

Navigating Challenging Currents: T. Rowe Price CIOs Discuss Today's Markets...

Navigating Challenging Currents: T. Rowe Price...

By Eric L. Veiel, Andrew McCormick & Christopher Dillon

September 2022 / INTERNATIONAL EQUITIES

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 / U.S. EQUITIES

Market Turbulence Puts Active Management in the Spotlight

Market Turbulence Puts Active Management...

Refocusing on company fundamentals favors quality stock picking

By Josh Nelson

Josh Nelson Head of US Equity

September 2022 / INTERNATIONAL EQUITIES

Playing Field is Now More Even for Value

Headwinds dissipating and valuations at trough levels.

By Colin McQueen

Colin McQueen Portfolio Manager

September 2022 / U.S. EQUITIES

A Goldilocks Approach to Equity Investing

Durable dividend growers are "just right" in most markets.

By Thomas J. Huber

Thomas J. Huber Portfolio Manager

September 2022 / VIDEO

Semiconductor Subsidies Signal Shift in U.S. Industrial Policy

Semiconductor Subsidies Signal Shift in U.S....

Focus on shoring up key supply chains likely has legs.

By Michael Pinkerton

Michael Pinkerton Associate Analyst

September 2022 / ASSET ALLOCATION VIEWPOINT

Adjusting Asset Allocation for ESG Preferences

A systematic portfolio construction framework to reflect ESG considerations.

By Multiple Authors

September 2022 / VIDEO

Fed's Inflation Fight Likely to Persist

Steady rise in cost of services clouds inflation outlook.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

September 2022 / INTERNATIONAL EQUITIES

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

September 2022 / MULTI-ASSET SOLUTIONS

Contrarian Investing During a Sell-Off: An Update

Contrarian Investing During a Sell-Off: An...

High inflation and rising rates complicate the analysis.

By Megumi Chen, Sébastien Page & Som Priestley

September 2022 / U.S. EQUITIES

High Inflation and Rising Rates? Think Smaller Companies

High Inflation and Rising Rates? Think Smaller...

Why U.S. smaller companies may prove more resilient than many expect.

By Curt J. Organt

Curt J. Organt Portfolio Manager

Q1 2022 Show

May 2023 / RETIREMENT

When the Retirement Clock Gets Wound Forward

Glide path design should reflect possibility of early retirement.

By Justin Harvey & Adam Langer

December 2021 / BROCHURE

Investing for the Long Term: Canada Company Overview

May 2023 / 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 2022 / DEFINED CONTRIBUTION

Three Tips for Evaluating Target Date Solutions

Helping plan sponsors identify solutions fit for purpose.

By Wyatt Lee & Zachary Rayfield

May 2023 / RETIREMENT INSIGHTS

Understanding the Substitution Effect

DB plans as a substitute for a richer DC benefit.

By Justin Harvey, Adam Langer & James Tzitzouris Jr.

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

May 2023 / RETIREMENT INSIGHTS

Mixed Benefits: Identifying a Single Glide Path for All

Mixed Benefits: Identifying a Single Glide...

Closed and frozen defined benefit plans shape glide path design.