Search

2023 Midyear Market Outlook

Finding the Signal Through the Noise


Three Key Investment Themes

Economic Resilience Tested

Bonds are Back?

A Focus on Earnings

2023 Midyear Market Outlook Replay

Effective active investing is about distinguishing the signal from the noise—the useful information from the random market fluctuations. Valuations across an array of asset classes also appear more reasonable in some regional markets.

Our chief investment officers suggests there may be fertile areas of opportunity for skilled active managers. View the webcast replay to hear the full story.

Investment Participants

Arif Husain, CFA

Head of International Fixed Income and CIO

Sébastien Page, CFA

Head of Global Multi-Asset and CIO

Justin Thomson

Head of International Equity and CIO

Ritu Vohora, CFA

Investment Specialist,
Capital Markets

White Paper

Finding the Signal Through the Noise

Market indicators may be exaggerating the economic risks,
suggesting a “reluctantly” bearish investment approach.

Summary Video

Catch the most important takeaways from the 2023 Midyear Market Outlook in under two minutes with Ritu Vohora.

Latest Market Insights

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

June 2023 / CHINA EQUITIES

China Midyear Market Outlook

China Midyear Market Outlook

China Midyear Market Outlook

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

By Jacqueline Liu

Jacqueline Liu Portfolio Manager

June 2023 / GLOBAL EQUITIES

The Japan Story Is Gathering Momentum

The Japan Story Is Gathering Momentum

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

202306-2916952

Download

Latest Date Range
Audience for the document: Share Class: Language of the document:
Download Cancel

Download

Share Class: Language of the document:
Download Cancel
Sign in to manage subscriptions for products, insights and email updates.
Continue with sign in?
To complete sign in and be redirected to your registered country, please select continue. Select cancel to remain on the current site.
Continue Cancel
Once registered, you'll be able to start subscribing.

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