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Innovative and actionable insights to help Defined Contribution plans pursue improved retirement outcomes.

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Survey the landscape with our investment analysts as they identify change and opportunities.

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Access insights from our investment team as they go beyond the numbers to uncover new opportunities around the globe.

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Stay informed about economic developments and our perspective on market conditions.

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Subscribe for email updates on our latest insights on Fixed Income.

ESG Insights

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

This Quarter (Q4 2022) Hide

December 2022 / WEEKLY GLOBAL MARKETS UPDATE

Global Markets Weekly Update

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

November 2022 / IMPACT INVESTING

Impact Investing in Credit: Debunking Four Common Misconceptions

Impact Investing in Credit: Debunking Four...

By Matthew Lawton & Benjamin Baxter

November 2022 / DEFINED CONTRIBUTION

Three Tips for Evaluating Target Date Solutions

Helping plan sponsors identify solutions fit for purpose.

By Wyatt Lee & Zachary Rayfield

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 / RETIREMENT INSIGHTS

What Is Stable Value

Demystifying and explaining the retirement investment option.

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 / FIXED INCOME

Monthly Fixed Income Credit Sector Views

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 / MONTHLY MARKET REVIEW

Global Markets Monthly Update

October 2022

November 2022 / RETIREMENT INSIGHTS

What Retirement Plan Sponsors Need to Know About SECURE 2.0

What Retirement Plan Sponsors Need to Know...

Legislation to boost savings and access is likely this year.

By T. Rowe Price

T. Rowe Price

November 2022 / VIDEO

Financial Wellness

The need to offer holistic, personalized help to savers

November 2022 / VIDEO

The Investment Landscape

Weathering challenges to keep retirement portfolios on track

November 2022 / VIDEO

Access and Adequacy

Getting on track and staying there

November 2022 / INVESTMENT INSIGHTS

Market Headwinds Offer Opportunity Tailwinds

By Andrew McCormick, Lowell Yura & Benjamin Robins

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

Global Asset Allocation Viewpoints

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

November 2022 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions October Monthly Recap

Pension Curve Insider: LDI Solutions October...

October 2022

By Jason DaCruz & Justin Harvey

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

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 Investment Analyst

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

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 / 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 / VIDEO

Video Series: Bonds, Down but Not Out

By Christopher P. Brown & Anna Dreyer

October 2022 / RETIREMENT

Target Date Trailblazers for 20 Years

Insights from two decades at the forefront of retirement investing.

By Multiple Authors

October 2022 / TARGET DATE SOLUTIONS

How Our Strategic Investing Approach Stacks Up Against Passive Portfolios

How Our Strategic Investing Approach Stacks...

Discipline has brought long‑term rewards for clients.

By T. Rowe Price

T. Rowe Price

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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

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

October 2022 / QUARTERLY MARKET REVIEW

Global Markets Quarterly Update

Third Quarter 2022

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

Previous Quarter (Q3 2022) Hide

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 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions September Monthly Recap

Pension Curve Insider: LDI Solutions September...

By Jason DaCruz & Justin Harvey

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 / VIDEO

Market Setbacks Don't Need to Set Back Retirement Plans

Market Setbacks Don't Need to Set Back Retirement...

Workers not nearing retirement can—and mostly do—stay the course

By Judith Ward & Sudipto Banerjee

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 / 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 / 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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

September 2022 / VIDEO

Retirement Perspectives: A 360-Degree View of the DC Landscape

Retirement Perspectives: A 360-Degree View...

Our proprietary retirement research guides this discussion on financial wellness,...

By Jessica Sclafani, Kimberly A. Wayne & Rachel Weker

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 / STABLE VALUE

Impact of Rising Rates on Stable Value

Stable value industry on firm footing amid rate hikes.

By Multiple Authors

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

August 2022 / VIDEO

Dynamic Global Bond: The Anchor for Investors' Portfolios

Dynamic Global Bond: The Anchor for Investors'...

By Amanda Stitt

Amanda Stitt Portfolio Specialist

August 2022 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions August Monthly Recap

Pension Curve Insider: LDI Solutions August...

By Jason DaCruz & Justin Harvey

August 2022 / INTERNATIONAL EQUITIES

China: Embracing Uncertainty

And Identifying Good Opportunities

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

August 2022 / GLOBAL FIXED INCOME

Why Active Duration Management Matters

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

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

August 2022 / GLOBAL EQUITIES

Meet Hari Balkrishna

Portfolio Manager, Global Impact Equity Strategy

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

August 2022 / GLOBAL FIXED INCOME

The Bond Bear Market Appears Over—For Now

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

By Kenneth A. Orchard

Kenneth A. Orchard Portfolio Manager

August 2022 / U.S. FIXED INCOME

Turmoil Creates Opportunity for Short Duration Bonds

Turmoil Creates Opportunity for Short Duration...

Fed hikes have pushed up yields on lower-risk bond allocations.

By Multiple Authors

August 2022 / GLOBAL EQUITIES

Value Investing: A Q&A With Sebastien Mallet

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

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

August 2022 / INTERNATIONAL EQUITIES

Are Frontier Markets Still the Great Untapped Opportunity?

Are Frontier Markets Still the Great Untapped...

This dynamic part of the global equity market remains significantly neglected.

By Johannes Loefstrand

Johannes Loefstrand Portfolio Manager, T. Rowe Price Frontier Markets Equity Strategy

August 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

August 2022 / FIXED INCOME

Perspectives on Securitized Credit

Second Quarter 2022

By Christopher P. Brown & Ramon de Castro

August 2022 / FIXED INCOME

High Yield Bonds Appear Well Positioned for a Recession

High Yield Bonds Appear Well Positioned for...

The sector is in better health than prior to previous downturns.

By Michael Della Vedova & Stephen Marsh

August 2022 / VIDEO

A Fall in Earnings Estimates Could Worsen Sell-Off

A Fall in Earnings Estimates Could Worsen...

Attractive stock prices are based on optimistic earnings estimates.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 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

July 2022 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions July Monthly Recap

Pension Curve Insider: LDI Solutions July...

By Jason DaCruz & Justin Harvey

July 2022 / U.S. EQUITIES

Clean Energy Transition Should Be a Tailwind for Utilities

Clean Energy Transition Should Be a Tailwind...

By Vineet Khanna

Vineet Khanna Investment Analyst

July 2022 / U.S. FIXED INCOME

Attractive Income Bolsters High Yield Bonds

Recent downturn may also offer price appreciation opportunities.

By Kevin Loome & Ashley Wiersma

July 2022 / GLOBAL ECONOMY

Economic Headwinds Are Proving Stronger Than Expected

Economic Headwinds Are Proving Stronger Than...

The challenges facing the global economy will not abate soon.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

July 2022 / GLOBAL EQUITIES

Will Signs of Peak Inflation Bring About a Turnaround in "Growth" Stocks?

Will Signs of Peak Inflation Bring About...

Headwinds diminishing and valuations now more attractive.

By Laurence Taylor

Laurence Taylor Portfolio Specialist in the Equity Division

July 2022 / EMERGING MARKETS

Reports of the Death of EM Debt Are Exaggerated

Spreads are attractive compared with other asset classes.

By Samy Muaddi & Benjamin Robins

July 2022 / U.S. FIXED INCOME

Looking Beyond Short-Term Inflation Pressure in TIPS

Looking Beyond Short-Term Inflation Pressure...

Rapid Fed tightening makes interest rate risk management key.

By Mike Sewell & Blerina Uruçi

July 2022 / FIXED INCOME

Value Has Returned to High Yield

Fundamentals are strong, and spreads are attractive.

By Michael Della Vedova & Stephen Marsh

July 2022 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

July 2022 / VIDEO

Tech Stock Valuations Have Become Reasonable

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

July 2022 / EMERGING MARKETS

Emerging Markets Face a Highly Varied Growth Outlook

Emerging Markets Face a Highly Varied Growth...

Inflation and monetary policies are not affecting regions equally.

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

Q2 2022 Show

June 2022 / VIDEO

Financial Stress Is a Predictor of Financial Wellness

Financial Stress Is a Predictor of Financial...

Discover how financial wellness can enable retirement savings.

By Joshua Dietch

Joshua Dietch Head of Retirement Thought Leadership

June 2022 / U.S. EQUITIES

Meet Gabe Solomon

Portfolio Manager, US Large‑Cap Value Equity Strategy

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / VIDEO

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S....

The U.S. natural gas industry may enjoy some emerging policy tailwinds.

By Michael Pinkerton

Michael Pinkerton Associate Analyst

June 2022 / GLOBAL FIXED INCOME

Plans to Replace LIBOR Are Nearing Completion

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

By Predrag Rogic & Douglas Spratley

June 2022 / VIDEO

Consumers are Financially Strong, But Inflation Looms

Consumers are Financially Strong, But Inflation...

By Pranay Subedi

Pranay Subedi Credit Analyst

June 2022 / RETIREMENT INSIGHTS

Automatic Enrollment’s Long-Term Effect on Retirement Savings

Automatic Enrollment’s Long-Term Effect on...

Defaults matter: Do automatic features in 401(k) plans lead to better financial outcomes?

By Joshua Dietch

Joshua Dietch Head of Retirement Thought Leadership

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 / GLOBAL FIXED INCOME

Fixed Income—New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

June 2022 / STABLE VALUE

Comparing Stable Value Funds and Insurance Company Products

Comparing Stable Value Funds and Insurance...

Plan sponsors may want to consider some key structural features.

By Antonio Luna, Robert Madore & Whitney Reid

June 2022 / RETIREMENT INSIGHTS

Automatic Enrollment, Reenrollment, and Retirement Outcomes

Automatic Enrollment, Reenrollment, and Retirement...

Combining automatic enrollment features can improve retirement savings adequacy.

By Joshua Dietch

Joshua Dietch Head of Retirement Thought Leadership

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

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 / 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 / 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 / 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 / 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 / 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 / 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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

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 / ASIAN 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 / VIDEO

What lies ahead for emerging markets?

By Christopher J. Kushlis

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

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 / 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

June 2022 / OUTLOOK

Capital Market Assumptions

June 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 / 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 / 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 / MULTI-ASSET SOLUTIONS

PULSe Indicator Spikes Again in Q1 2022

Amid geopolitical and pandemic concerns.

By Thomas Poullaouec, Nathan Wang & David Clewell

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 / 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 / DEFINED CONTRIBUTION

2021 Defined Contribution Consultant Research Study

2021 Defined Contribution Consultant Research...

Insights on retirement trends from the nation’s leading consulting and advisory firms.

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 / VIDEO

Big Pharma: Navigating a Golden Age of Innovation

By Jeffrey Holford

Jeffrey Holford Pharmaceuticals Analyst, U.S. Equity Division

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 Chief U.S. Economist

May 2022 / RETIREMENT INSIGHTS

Reference Point: Annual Recordkeeping Report

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 / 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 Global Economist

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 / 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 Chief European 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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

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 / 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

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 / 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 / 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 Global Economist

Q1 2022 Show

March 2022 / VIDEO

Race, Retirement, and the Savings Gap

What can the retirement industry do to narrow racial and ethnic disparities?

By Sudipto Banerjee

Sudipto Banerjee Director of Retirement Thought Leadership

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 / 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 / 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 Chief U.S. Economist

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 / 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 / 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 / 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 INSIGHTS

Pension Curve Insider: LDI Solutions March Monthly Recap

Pension Curve Insider: LDI Solutions March...

By Jason DaCruz & Justin Harvey

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 / FIXED INCOME

Five Reasons to Consider Stable Value in a Plan Lineup

Five Reasons to Consider Stable Value in...

Asset class has performed well in multiple rate environments.

By Multiple Authors

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 Global 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

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

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

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 / RETIREMENT

When the Retirement Clock Gets Wound Forward

Glide path design should reflect possibility of early retirement.

By Justin Harvey & Adam Langer

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

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 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions February Monthly Recap

Pension Curve Insider: LDI Solutions February...

By Jason DaCruz & Justin Harvey

February 2022 / GLOBAL ECONOMY

There Will Be Turbulance

Why this Fed hiking cycle looks different.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global 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 / MULTI-ASSET SOLUTIONS

Another PULSe Indicator Spike in Q4 2021

But the factor divide continues.

By Thomas Poullaouec, Nathan Wang & David Clewell

February 2022 / MULTI-ASSET SOLUTIONS

Putting the Fed’s Planned Rate Hikes into Context

Putting the Fed’s Planned Rate Hikes into...

History shows that Fed hikes alone tend not to derail markets.

By Multiple Authors

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

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

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 / 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 / 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 / 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 / INVESTMENT INSIGHTS

Pension Curve Insider: LDI Solutions January Monthly Recap

Pension Curve Insider: LDI Solutions January...

By Jason DaCruz & Justin Harvey

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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

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

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 / 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 Global Economist

January 2022 / VIDEO

Is Your Target Date Solution Fit for Purpose?

By T. Rowe Price

T. Rowe Price

January 2022 / VIDEO

Ten Key Insights From 2021

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

January 2022 / OUTLOOK

Capital Market Assumptions

Q4 2021 Show

November 2022 / DEFINED CONTRIBUTION

Three Tips for Evaluating Target Date Solutions

Helping plan sponsors identify solutions fit for purpose.

By Wyatt Lee & Zachary Rayfield

October 2022 / 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

By Justin Harvey

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