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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.

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This Quarter (Q2 2021) Hide
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25 March 2021 / GLOBAL MARKETS

Investing in a Pandemic: Lessons Learned...

Investing in a Pandemic: Lessons Learned and What's Next

Investing in a Pandemic: Lessons Learned...

Disruption, speculation in markets, and themes to watch.

By Robert W. Sharps

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25 March 2021 / POLICY INSIGHTS

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate...

Rising bond yields and interest rate volatility are expected to continue.

By Multiple Authors

By Multiple Authors

23 March 2021 / RETIREMENT INSIGHTS

Decoding Retiree Spending

Decoding Retiree Spending

Decoding Retiree Spending

A better understanding of spending patterns may transform retirement income solutions

By Sudipto Banerjee

Sudipto Banerjee Senior Manager, Retirement Thought Leadership

22 March 2021 / GLOBAL ECONOMY

Pleasant Recession, Unpleasant Recovery

Pleasant Recession, Unpleasant Recovery

Pleasant Recession, Unpleasant Recovery

Weak pent‑up demand will likely prevent a post‑COVID boom.

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22 March 2021 / GLOBAL FIXED INCOME

Seeking Alpha in Emerging Markets Corporate...

Seeking Alpha in Emerging Markets Corporate Debt

Seeking Alpha in Emerging Markets Corporate...

After a decade of strong performance, the asset class deserves a serious look.

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Samy Muaddi Portfolio Manager

18 March 2021 / GLOBAL EQUITIES

Impact Investing: Why It Matters Now More...

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

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16 March 2021 / EMERGING MARKETS

China's Economy: Recovery and Rebalancing

China's Economy: Recovery and Rebalancing

China's Economy: Recovery and Rebalancing

Emerging from the pandemic, an encouraging pathway for China’s economy.

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

11 March 2021 / U.S. EQUITIES

Five Macro Themes in Equity Markets to Watch...

Five Macro Themes in Equity Markets to Watch Now

Five Macro Themes in Equity Markets to Watch Now

Focusing on a post COVID world, capex recovery, lagging growth stocks, UK equities,...

By Richard de los Reyes

Richard de los Reyes Portfolio Manager, Multi-Asset

2 March 2021 / POLICY INSIGHTS

When Emerging Market Debt Dances to the Inflat...

When Emerging Market Debt Dances to the Inflation Tune

When Emerging Market Debt Dances to the Inflation...

How higher oil prices could impact inflation and the asset class.

By Multiple Authors

By Multiple Authors

26 February 2021 / ESG

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

For or Against? The Year in Shareholder Resolutions

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

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

By Donna Anderson

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4 February 2021 / RETIREMENT INSIGHTS

Making the Benefit Connection

Making the Benefit Connection

Making the Benefit Connection

The importance of defined benefit plans in glide path evaluation.

By Multiple Authors

By Multiple Authors

29 January 2021 / RETIREMENT INSIGHTS

Insights on the Retirement Environment: Video...

Insights on the Retirement Environment: Video & Infographic Series

Insights on the Retirement Environment: Video & Infographic Series

Findings from our inaugural DC Consultant Study, combined with our latest plan sponsor...

29 January 2021 / GLOBAL FIXED INCOME

Three Critical Questions Facing Fixed Income...

Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income...

Why a flexible approach is necessary in this challenging environment.

By Arif Husain

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26 January 2021 / EMERGING MARKETS

Finding "Deeper Value" in Emerging Markets

Finding "Deeper Value" in Emerging Markets

Finding "Deeper Value" in Emerging Markets

Value‑growth divergence may be peaking.

By Ernest C. Yeung

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

25 January 2021 / GLOBAL EQUITIES

Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

Seizing the opportunities that higher volatility and mixed news flow will create.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

22 January 2021 / U.S. FIXED INCOME

End of the Fed’s Credit Support Facilities...

End of the Fed’s Credit Support Facilities Is Positive

End of the Fed’s Credit Support Facilities...

Risk of unintended imbalances in the credit market is lower.

By Multiple Authors

By Multiple Authors

14 July 2020 / RETIREMENT INSIGHTS

Evolution With Purpose

Evolution With Purpose

Evolution With Purpose

An Informed, Research-Based Approach to Better Retirement Outcomes

By Kim DeDominicis & Lorie Latham

By Kim DeDominicis & Lorie Latham

Q4 2020  Show

21 December 2020 / VIDEO

Opportunity in an era of extremes

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Opportunity in an era of extremes

David Eiswert discusses the key issues for global equity investors, including the...

By David J. Eiswert

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10 December 2020 / ASSET ALLOCATION VIEWPOINT

Leaning Into Value

Leaning Into Value

Leaning Into Value

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

7 December 2020 / INTERNATIONAL EQUITIES

China Market Outlook 2021

China Market Outlook 2021

China Market Outlook 2021

Improving fundamentals are likely to be sustained.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

4 December 2020 / GLOBAL EQUITIES

Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

Applying active decision‑making is key in an uncertain environment.

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Laurence Taylor Portfolio Specialist, Global Equity

30 November 2020 / POLICY INSIGHTS

Central Banks Are Not Out of Ammunition Yet

Central Banks Are Not Out of Ammunition Yet

Central Banks Are Not Out of Ammunition Yet

How the prospect of further monetary easing could impact bond markets.

By Multiple Authors

By Multiple Authors

22 October 2020 / GLOBAL EQUITIES

Ten Lessons From Ten Years

Ten Lessons From Ten Years

Ten Lessons From Ten Years

Reflections on a decade of international equity investing.

By Federico Santilli

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20 October 2020 / GLOBAL FIXED INCOME

Why ESG Is Integral to Analysis of Mining...

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining Companies

Integrating ESG factors helps better understand long‑term sustainability.

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16 October 2020 / GLOBAL ECONOMY

Finding Opportunities After the Rebound

Finding Opportunities After the Rebound

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Our portfolio managers see selective potential in a range of asset classes.

By Robert W. Sharps

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Q3 2020  Show

29 September 2020 / Policy Insights

The Federal Reserve Crashes the Currency...

The Federal Reserve Crashes the Currency Party

The Federal Reserve Crashes the Currency Party

Why Fed actions could make the U.S. dollar weaker.

By Multiple Authors

By Multiple Authors

28 September 2020 / Global Fixed Income

European Investment Grade:
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European Investment Grade:
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European Investment Grade:
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Technical support for the region’s bonds may diminish soon.

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28 September 2020 / Global Equities

Sustainability Drives Success in a Post-Corona...

Sustainability Drives Success in a Post-Coronavirus World

Sustainability Drives Success in a Post-Coronavirus World

ESG matters more than ever in choosing good companies.

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25 September 2020 / Retirement Insights

Is Student Loan Debt a Barrier to Saving...

Is Student Loan Debt a Barrier to Saving for Retirement?

Is Student Loan Debt a Barrier to Saving for Retirement?

Is Student Loan Debt a Barrier to Saving for Retirement?

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17 September 2020 / Global Equities

Making Hard Choices in Extraordinary Times

Making Hard Choices in Extraordinary Times

Making Hard Choices in Extraordinary Times

Renewed equity market volatility highlights the need for portfolio breadth.

By David J. Eiswert

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15 September 2020 / Retirement Insights

How the Coronavirus Pandemic Is Affecting...

How the Coronavirus Pandemic Is Affecting Retirement Saving

How the Coronavirus Pandemic Is Affecting Retirement Saving

By offering financial wellness programs, plan sponsors can better serve participants...

By Joshua Dietch

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8 September 2020 / Global Fixed Income

Opportunities and Risks in a Low-Yield World

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Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

By Arif Husain

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4 September 2020 / U.S. Equities

A Potentially Attractive Entry Point for...

A Potentially Attractive Entry Point for U.S. Smaller Companies

A Potentially Attractive Entry Point for...

A long‑term allocation to this dynamic market segment makes sense.

By Curt J. Organt

Curt J. Organt Associate Portfolio Manager

3 September 2020 / Global Equities

Preparing for a Post-COVID World

Preparing for a Post-COVID World

Preparing for a Post-COVID World

Growth and value both present opportunities amid the pandemic.

By Raymond A. Mills

Raymond A. Mills Portfolio Manager

1 September 2020 / Global Fixed Income

Exploring a Multi-Asset Credit (MAC) Allocatio...

Exploring a Multi-Asset Credit (MAC) Allocation

Exploring a Multi-Asset Credit (MAC) Allocation

A MAC strategy may have benefits in a volatile, low‑yield world.

By Multiple Authors

By Multiple Authors

31 August 2020 / ESG

Rising Climate Change Risk Not Yet Factored...

Rising Climate Change Risk Not Yet Factored in by Markets

Rising Climate Change Risk Not Yet Factored in by Markets

Limited impact on near-term cash flows is masking longer‑term risk.

By Maria Elena Drew

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31 August 2020 / Legislative and Regulatory Insights

DOL Proposes ESG Rule

DOL Proposes ESG Rule

DOL Proposes ESG Rule

What ERISA investment fiduciaries should know.

By T. Rowe Price

T. Rowe Price

31 August 2020 / Overview

T. Rowe Price's Glide‑Path Design Framework

T. Rowe Price's Glide‑Path Design Framework

T. Rowe Price's Glide‑Path Design Framework

An investment and behavioral solution.

By Multiple Authors

By Multiple Authors

26 August 2020 / U.S. Equities and Fixed Income

Finding Overlooked Opportunities in the COVID-...

Finding Overlooked Opportunities in the COVID-19 Market

Finding Overlooked Opportunities in the COVID-19 Market

A concentrated stock market recovery has left behind long-term winners.

By David R. Giroux

David R. Giroux Chief Investment Officer for Equity and Multi-Asset

24 August 2020 / Global Equities

Investing Through the Pandemic

Investing Through the Pandemic

Investing Through the Pandemic

Managing a global equity strategy during the coronavirus crisis.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

21 August 2020 / Fixed Income

High Yield Bonds Continue To Offer Value

High Yield Bonds Continue To Offer Value

High Yield Bonds Continue To Offer Value

Opportunities remain despite recent spread tightening.

By Michael Della Vedova

Michael Della Vedova Co-Portfolio Manager, Global High Income Bond Fund

31 July 2020 / US Equities

Finding U.S. Companies That Can Emerge Strong...

Finding U.S. Companies That Can Emerge Strong From the Crisis

Finding U.S. Companies That Can Emerge Strong From the Crisis

Amid heightened uncertainty, fundamental quality matters.

By Joseph Fath

Joseph Fath Portfolio Manager for the US Growth Stock Strategy

31 July 2020 / Global Economy

Virus Control May Help Europe to Outperform...

Virus Control May Help Europe to Outperform the U.S.

Virus Control May Help Europe to Outperform the U.S.

Stricter lockdown measures could boost short‑term performance.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

30 July 2020 / International Equities

Still Constructive Toward Asia Ex-Japan

Still Constructive Toward Asia Ex-Japan

Still Constructive Toward Asia Ex-Japan

North Asia may be first to enter the post-coronavirus era.

By Eric C. Moffett

Eric C. Moffett Portfolio Manager, Asia Opportunities Equity Strategy

21 July 2020 / Investment Insights

Paying for Defense

Paying for Defense

Paying for Defense

A deeper dive into defensive equity.

By Multiple Authors

By Multiple Authors

21 July 2020 / Environmental, Social, and Governance

ESG Integration in Action

ESG Integration in Action

ESG Integration in Action

New case studies explaining how our investment professionals incorporate ESG factors...

By T. Rowe Price

T. Rowe Price

17 July 2020 / Global Fixed Income

LIBOR Is Changing: Five Important Updates

LIBOR Is Changing: Five Important Updates

LIBOR Is Changing: Five Important Updates

T. Rowe Price’s working group explains the LIBOR transition.

By Multiple Authors

By Multiple Authors

16 July 2020 / Retirement Insights

DOL Reaffirms 1975 Rule

DOL Reaffirms 1975 Rule

DOL Reaffirms 1975 Rule

The fiduciary investment advice rule is back.

By T. Rowe Price

T. Rowe Price

14 July 2020 / Retirement Insights

Evolution With Purpose

Evolution With Purpose

Evolution With Purpose

An Informed, Research-Based Approach to Better Retirement Outcomes

By Kim DeDominicis & Lorie Latham

By Kim DeDominicis & Lorie Latham

8 July 2020 / Global Economy

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

7 July 2020 / Investment Insights

When Diversification Fails

When Diversification Fails

When Diversification Fails

Reexamining portfolio construction amid the coronavirus crisis.

By Multiple Authors

By Multiple Authors

Q2 2020  Show

30 June 2020 / Legislative and Regulatory Insights

IRS Provides Coronavirus Relief

IRS Provides Coronavirus Relief

IRS Provides Coronavirus Relief

Expands CARES Act Relief, Adds Clarifications

By T. Rowe Price

T. Rowe Price

23 June 2020 / Policy Insights

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

How interest rates could remain at emergency levels for a sustained period.

By Multiple Authors

By Multiple Authors

22 June 2020 / Retirement Insights

Understanding Preretirees' Retirement Income...

Understanding Preretirees' Retirement Income Preferences

Understanding Preretirees' Retirement Income Preferences

Beyond products, plan sponsors and financial professionals can offer an experience...

By Sudipto Banerjee

Sudipto Banerjee Senior Manager, Retirement Thought Leadership

15 June 2020 / Market Outlook

China Is Leading the Asian Recovery

China Is Leading the Asian Recovery

China Is Leading the Asian Recovery

As COVID‑19 fizzles out, China reopens for business.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager