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Click to read Diversification Matters

November 2021 / 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...

November 2021 / GLOBAL ECONOMY

The ECB Will Likely Resist Hiking Despite Inflationary Pressure

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

October 2021 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions September Monthly Recap

Pension Curve Insider: LDI Solutions September Monthly Recap

Pension Curve Insider: LDI Solutions September...

By Jason DaCruz & Justin Harvey

By Jason DaCruz & Justin Harvey

October 2021 / ASSET ALLOCATION VIEWPOINT

Maintaining a Cautious Approach

Maintaining a Cautious Approach

Maintaining a Cautious Approach

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

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 Global Economist

September 2021 / MONTHLY MARKET REVIEW

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

August 2021

September 2021 / ASSET ALLOCATION VIEWPOINT

Should Rising Inflation Be a Concern?

Should Rising Inflation Be a Concern?

Should Rising Inflation Be a Concern?

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

September 2021 / MULTI-ASSET SOLUTIONS

Looming Lower Returns Demand Creative Multi‑Asset Response

Looming Lower Returns Demand Creative Multi‑Asset Response

Looming Lower Returns Demand Creative Multi‑Asset...

Active management and a broad toolkit may be necessary.

By Yoram Lustig, Michael Walsh & Niklas Jeschke

By Yoram Lustig, Michael Walsh & Niklas Jeschke

August 2021 / MARKET EVENTS

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

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

By Multiple Authors

August 2021 / FIXED INCOME

How Digital Currencies Add Policy Potency for Emerging Markets

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

By Tomasz Wieladek & Aadish Kumar

July 2021 / GLOBAL ECONOMY

Into Choppier Waters

Into Choppier Waters

Into Choppier Waters

The serenity of equity markets is deceptive.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

July 2021 / ASSET ALLOCATION VIEWPOINT

A Moderating Outlook for Equities

A Moderating Outlook for Equities

A Moderating Outlook for Equities

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

July 2021 / MULTI-ASSET SOLUTIONS

How Far Are We in This Value Rotation?

How Far Are We in This Value Rotation?

How Far Are We in This Value Rotation?

A quantitative perspective

By Thomas Poullaouec & Nathan Wang

By Thomas Poullaouec & Nathan Wang

June 2021 / GLOBAL ECONOMY

Surging Home Prices May Lead to Rate Hikes

Surging Home Prices May Lead to Rate Hikes

Surging Home Prices May Lead to Rate Hikes

The return of housing as an economic driver gives the Fed options.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

June 2021 / GLOBAL ECONOMY

The Imminent Peak in Growth Does Not Spell Doom and Gloom

The Imminent Peak in Growth Does Not Spell Doom and Gloom

The Imminent Peak in Growth Does Not Spell...

It is likely to remain above the potential rate for a while.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

May 2021 / GLOBAL MARKETS

More Than Just a Rotation: A New Era for Value

More Than Just a Rotation: A New Era for Value

More Than Just a Rotation: A New Era for Value

By Multiple Authors

By Multiple Authors

May 2021 / U.S. GOVERNMENT POLICY

In First 100 Days, Biden Maps Big Changes to Economy

In First 100 Days, Biden Maps Big Changes to Economy

In First 100 Days, Biden Maps Big Changes...

Expect tax hikes to fund infrastructure upgrades and innovation.

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

December 2021 / GLOBAL MARKET OUTLOOK

China Market Outlook 2022

China Market Outlook 2022

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 / GLOBAL EQUITIES

Asia ex-Japan 2022 Market Outlook

Asia ex-Japan 2022 Market Outlook

Asia ex-Japan 2022 Market Outlook

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

By Anh Lu

Anh Lu Portfolio Manager

December 2021 / JAPAN EQUITIES

2022 Outlook—Prospects for Japan Look Bright

2022 Outlook—Prospects for Japan Look Bright

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 / GLOBAL ECONOMY

China Remains Compelling Despite Regulatory Upheavals

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

By Christopher J. Kushlis & Justin Thomson

November 2021 / MULTI-ASSET SOLUTIONS

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

Benchmark Aware or Agnostic?

A practical guide on which investment approach may best suit you.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions APAC

November 2021 / ASSET ALLOCATION VIEWPOINT

Supply Bottlenecks May Be Peaking

Supply Bottlenecks May Be Peaking

Supply Bottlenecks May Be Peaking

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

October 2021 / MULTI-ASSET SOLUTIONS

PULSe Indicator Rang the Alarm in Q3 2021

PULSe Indicator Rang the Alarm in Q3 2021

PULSe Indicator Rang the Alarm in Q3 2021

PULSe reached its highest level since April 2020.

By Thomas Poullaouec, Nathan Wang & David Clewell

By Thomas Poullaouec, Nathan Wang & David Clewell

October 2021 / MULTI-ASSET SOLUTIONS

Rising Inflation Risk and How to Address It

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

By Yoram Lustig & Michael Walsh

October 2021 / GLOBAL MARKETS

Growth Delayed but Not Derailed

Growth Delayed but Not Derailed

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

September 2021 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions August Monthly Recap

Pension Curve Insider: LDI Solutions August Monthly Recap

Pension Curve Insider: LDI Solutions August...

By Andrew Armstrong & Justin Harvey

By Andrew Armstrong & Justin Harvey

September 2021 / GLOBAL ECONOMY

Germany’s New Government Is Likely to Rewrite Economic Policy

Germany’s New Government Is Likely to Rewrite Economic Policy

Germany’s New Government Is Likely to Rewrite Economic Policy

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

August 2021 / U.S. GOVERNMENT POLICY

Biden Signals Government-Wide Push to Promote Competition

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 / ASSET ALLOCATION VIEWPOINT

Sticking With Value

Sticking With Value

Sticking With Value

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2021 / INVESTMENT INSIGHTS

PULSe Indicator: Sentiment and Economic Uncertainty Rule in Q2

PULSe Indicator: Sentiment and Economic Uncertainty Rule in Q2

PULSe Indicator: Sentiment and Economic Uncertainty Rule in Q2

Inflation and central banks dominate markets, outweigh new coronavirus variants.

By Thomas Poullaouec, Nathan Wang & David Clewell

By Thomas Poullaouec, Nathan Wang & David Clewell

July 2021 / ECONOMICS

Central Bank Digital Currencies May Bring "Helicopter Money" Closer

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

By Tomasz Wieladek & Aadish Kumar

July 2021 / GLOBAL MARKETS

Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

Speculation is extraordinary, but so is potential

By Robert W. Sharps & Sébastien Page

By Robert W. Sharps & Sébastien Page

June 2021 / GLOBAL ECONOMY

The Eurozone Faces an Inflation Roller Coaster

The Eurozone Faces an Inflation Roller Coaster

The Eurozone Faces an Inflation Roller Coaster

Price rises will likely slow next year—before picking up again.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

June 2021 / ASSET ALLOCATION VIEWPOINT

The Challenge of Rising Inflation

The Challenge of Rising Inflation

The Challenge of Rising Inflation

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

May 2021 / INVESTMENT INSIGHTS

PULSe Indicator: Stability on the Surface, Currents Underneath

PULSe Indicator: Stability on the Surface, Currents Underneath

PULSe Indicator: Stability on the Surface,...

Vaccination rollout/lockdowns lower pandemic risk.

By Thomas Poullaouec, Nathan Wang & David Clewell

By Thomas Poullaouec, Nathan Wang & David Clewell

May 2021 / GLOBAL ECONOMY

Why Central Bank Digital Currencies Will Revolutionize Banking

Why Central Bank Digital Currencies Will Revolutionize Banking

Why Central Bank Digital Currencies Will Revolutionize Banking

CBDCs should boost financial inclusion and improve efficiency.

By Tomasz Wieladek & Aadish Kumar

By Tomasz Wieladek & Aadish Kumar

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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

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