Download

Audience for the document: Share Class: Language of the document:

Download

Share Class: Language of the document:

Change Details

If you need to change your email address please contact us.
Subscriptions
OK
You are ready to start subscribing.
Get started by going to our products or insights section to follow what you're interested in.

Products Insights

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

Other Literature

You have successfully subscribed.

Notify me by email when
regular data and commentary is available
exceptional commentary is available
new articles become available

Thank you for your continued interest

Please enter valid search characters

Market Insights

Get insights and analysis on global markets
from our team of investment experts.

16 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 International Economist

11 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

9 June 2021 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

June 2021

27 May 2021 / GLOBAL MARKETS

More Than Just a Rotation: A New Era for...

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

25 May 2021 / GLOBAL ECONOMY

Why Central Bank Digital Currencies Will...

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

30 April 2021 / ASSET ALLOCATION VIEWPOINT

How Much Upside is Left in Equity Markets?

How Much Upside is Left in Equity Markets?

How Much Upside is Left in Equity Markets?

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

18 June 2021 / WEEKLY GLOBAL MARKETS UPDATE

Global Markets Weekly Update

Global Markets Weekly Update

Global Markets Weekly Update

26 March 2021 / U.S. ELECTION

Cooling U.S.-Europe Trade Tensions Could...

Cooling U.S.-Europe Trade Tensions Could Lead to Bigger Deal

Cooling U.S.-Europe Trade Tensions Could Lead to Bigger Deal

Biden likely to seek European support to exert pressure on China.

By Katie Elizabeth Deal

Katie Elizabeth Deal Investment Analyst

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

Robert W. Sharps President, Head of Investments, Group CIO

10 March 2021 / ASSET ALLOCATION VIEWPOINT

Preparing for Higher Inflation

Preparing for Higher Inflation

Preparing for Higher Inflation

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

16 June 2021 / MONTHLY MARKET REVIEW

Global Markets Monthly Update

Global Markets Monthly Update

Global Markets Monthly Update

May 2021

15 June 2021 / GLOBAL ECONOMY

The Imminent Peak in Growth Does Not Spell...

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 International Economist

13 May 2021 / U.S. GOVERNMENT POLICY

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

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

19 April 2021 / GLOBAL MARKETS

Leveraging a Diversity of Perspectives on...

Leveraging a Diversity of Perspectives on Rising Rates

Leveraging a Diversity of Perspectives on Rising Rates

An unusual rebound may provide opportunities even as rates rise.

By Robert W. Sharps

Robert W. Sharps President, Head of Investments, Group CIO

12 April 2021 / ASSET ALLOCATION VIEWPOINT

A Shift Toward Value

A Shift Toward Value

A Shift Toward Value

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

26 March 2021 / MARKET EVENTS

Vaccine Progress Hands UK Economic Boost...

Vaccine Progress Hands UK Economic Boost Over EU

Vaccine Progress Hands UK Economic Boost...

Sterling looks set to strengthen against the euro.

By Tomasz Wieladek & Ivan Morozov

By Tomasz Wieladek & Ivan Morozov

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.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

17 March 2021 / GLOBAL ECONOMY

Has the Fed Turned Hawkish by Allowing Bond...

Has the Fed Turned Hawkish by Allowing Bond Yields to Surge?

Has the Fed Turned Hawkish by Allowing Bond...

It seems happy to let financial market conditions tighten.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

For More Powerful Insights