The Regime Change in Markets Demands Fresh Ideas
While market dynamics have changed, TRP’s Justin Thomson believes investors who adapt to the new paradigm stand a good chance of emerging from this difficult period stronger than ever.
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A Fall in Earnings Estimates Could Worsen Sell-Off
While most major indexes are now in or near bear market territory, TRP’s Tim Murray explains why he thinks current stock prices may not have fully baked in a recessionary scenario.
Read MoreEconomic Headwinds Proving Stronger than Expected
This year has already proved to be tougher than T. Rowe Price’s Nikolaj Schmidt anticipated. And yet, he does not see the challenges facing the global economy abating anytime soon.
Read MoreTech Stock Valuations Have Become Reasonable
As Tim Murray from T. Rowe Price explains, tech sector premium has largely reversed to pre‑pandemic levels but remains elevated. Despite the recent rout, tech stocks still aren’t cheap.
Read MoreNo, We Are Not About to Return to 1970s-Style Inflation
Contrary to some reports about the current global economy, we are not on the cusp of a return to the 1970s inflation inferno. T. Rowe Price’s Nikolaj Schmidt explains why.
Read MoreActive Stock Choices Are Key in Volatile Times
Portfolio Manager Scott Berg runs through some key points regarding how T. Rowe Price’s Global Growth Equity strategy steers through complex dynamics within that universe.
Read MoreIn with a Whimper, Out with a Bang
According to Nikolaj Schmidt, Chief International Economist with T. Rowe Price, the investment story of 2022 will be tactical bear, structural bull.
Read MoreTen Key Insights From 2021
Although macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Tim Murray from T. Rowe Price explains why.
Read MoreHigher Oil Prices Unlikely to Prove Sustainable
High oil prices are the cure for high oil prices. As T. Rowe Price’s Shinwoo Kim argues, the supply response should rebalance the market, returning prices closer to the incentive cost curve.
Read MoreHow ESG Helps Make Us Better Value Investors
Sebastien Mallet, portfolio manager with T. Rowe Price, explains some of the advantages of incorporating ESG factors into company analysis and how it makes his firm better investors.
Read MoreThe Three Drivers of Innovation in Biotech Stocks
In this video, John Hall from T. Rowe Price looks at the three drivers of innovation in the biotech industry that are creating investment opportunities that will help shape the future of medicine.
Read MoreThe Cycle – Where Are We?
Markets are most afraid of a Fed mistake, but T. Rowe Price’s David Eiswert believes we are increasingly leaning toward a “goldilocks” scenario where inflation fades and economic growth stabilises.
Read MoreIn First 100 Days, Biden Maps Big Changes to Economy
The technology, health care, industrials, and utilities sectors could be impacted by Biden’s legislative agenda, writes T. Rowe Price analyst Katie Deal.
Read MorePleasant Recession, Unpleasant Recovery
Weak pent-up demand will likely prevent a post-COVID boom. Nikolaj Schmidt, Chief International Economist with T. Rowe Price explains why.
Read MoreAustralia: Back to boom times?
The future for commodities may look bright. Tom Shelmerdine, Investment Analyst with T. Rowe Price explains why.
Read MoreWho Could Win in the Value vs. Growth Debate?
We do not think this is the time to make a call on value versus growth. Instead, we believe this is the time to apply risk control and active stock decision-making.
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