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Artikelen van T. Rowe Price

Making “Global ex-U.S.” Great Again?

Making “Global ex-U.S.” Great Again?

🕔12:59, 27.jan 2020

Market Insights In 2019, the U.S. stock market continued its streak of outperforming, rising by more than 31% versus 21% for the rest of the world, as measured by the S&P 500 Index and the MSCI All Country World ex-US Index

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Still Comfortable Being Uncomfortable

Still Comfortable Being Uncomfortable

🕔09:35, 14.jan 2020

The era of micro cycles and disruption is set to continue in 2020. Equity markets continue to fascinate and surprise, with the one constant being a backdrop of uncertainty, driven by a cycle that keeps defying “the rules.”  Expectations of reflation and recovery, spurred on by

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Five Trends Shaping Markets In 2020— And How to Respond

Five Trends Shaping Markets In 2020— And How to Respond

🕔17:48, 13.jan 2020

Asset allocation ideas to help position your portfolio for the challenges and opportunities ahead. The year ahead will likely bring slowing growth, negative interest rates, steep valuations and geopolitical concerns. Effective strategies to navigate this environment may include diversifying risk, going

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Will the Reflation Theme Continue in 2020?

Will the Reflation Theme Continue in 2020?

🕔17:24, 13.jan 2020

KEY INSIGHTS ■ Economic rebound still fragile as hard data continues to be soft. ■ Dispersion in performance of credit markets likely to continue. ■ Environment for emerging market countries supportive, but headline risks remain.

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔15:41, 10.jan 2020

Let’s Get Cyclical! Cyclical stocks have had an impressive comeback since September, outperforming defensive stocks as investors have become increasingly more confident in the global economy. Trade war abatement, improvement in economic data, and higher bond yields have allowed sectors

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Comfortable With the Uncomfortable

Comfortable With the Uncomfortable

🕔10:33, 1.jan 2020

The “reflation trade” appears real, but risks are still elevated. Although the 2020 outlook remains guarded, monetary accommodation by key central banks appears to have put the global economy on a reflationary course. Low or negative yields pose duration risks

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Emerging Markets Corporate Bonds: The Active Opportunity

Emerging Markets Corporate Bonds: The Active Opportunity

🕔17:40, 18.dec 2019

At a time when passive investing continues to gain market share, emerging market (EM) corporate bonds are an asset class that remains inefficient and under-researched enough to reward active security selection, potentially allowing active managers to add value consistently over

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The view from EMEA

The view from EMEA

🕔14:03, 3.dec 2019

Global Asset Allocation  Down But Not Out After 21 months of slowing global growth, we are starting to see signs of stabilization, signaled by a potential bottoming in the industrial economy. The J.P. Morgan Global Manufacturing PMI ticked up in

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Global Equities: Heading Toward A Macroeconomic Crossroad

Global Equities: Heading Toward A Macroeconomic Crossroad

🕔11:06, 22.nov 2019

The global economy is approaching a crossroad and we are looking to see how policy makers respond, in particular Chinese authorities and the U.S. Federal Reserve (Fed). In our view, the most powerful responses would be a U.S.-China trade deal

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In Emerging Markets, Does It Pay to Worry About ESG Factors?

In Emerging Markets, Does It Pay to Worry About ESG Factors?

🕔17:49, 12.nov 2019

T. Rowe Price Insights on International Equity In Emerging Markets, Does It Pay to Worry About ESG Factors? As a value investor, we are very much in the affirmative camp. KEY INSIGHTS ■ Emerging markets (EM) have made great progress in relation to

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Global Asset Allocation: The View from EMEA

Global Asset Allocation: The View from EMEA

🕔18:40, 11.nov 2019

Market Insights As of September 30, 2019 OCTOBER 2019 Easy Money, Again The dovish shift of monetary policy this year has been dramatic as negative trade headwinds and geopolitical uncertainty are weighing on growth. So far, 21 central banks have

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Shopping for Investment Opportunities in Latin America

Shopping for Investment Opportunities in Latin America

🕔18:05, 11.nov 2019

When a U.S. consumer makes an online retail purchase, the process is usually pretty smooth: click a couple of links, put in credit card information, and receive the order within a day or two. But in Latin America, e-commerce accounts

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Countdown to Brexit: Will a Christmas Election Deliver Clarity?

Countdown to Brexit: Will a Christmas Election Deliver Clarity?

🕔17:53, 5.nov 2019

December’s poll could lead to a quick exit—or a lengthy delay The UK’s general election on December 12 may finally bring some long‑awaited clarity over Brexit—or it may deliver an extended period of uncertainty and confusion. The poll will almost

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China’s Long‑Term Opportunity Remains Compelling

China’s Long‑Term Opportunity Remains Compelling

🕔18:43, 4.nov 2019

Beyond near‑term trade tensions, positive fundamentals underpin China’s long‑term outlook.

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Investing in Health Sciences Breakthrough Therapies

Investing in Health Sciences Breakthrough Therapies

🕔18:19, 4.nov 2019

When Dr. Ziad Bakri is researching an investment idea within the biotech industry and the mounds of financial data on his desk don’t reflect what he believes comprises the entire story, the portfolio manager of the T. Rowe Price Health

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Why Central Bank Independence Could Become a Thing of the Past

Why Central Bank Independence Could Become a Thing of the Past

🕔18:18, 4.nov 2019

Central banks across the world are facing challenges to their independence amid declining credibility and attacks from politicians. Economically, the likely impact of reduced central bank independence is higher inflation and a more volatile business cycle. The similarities with the

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China’s Long‑Term Opportunity Remains Compelling

China’s Long‑Term Opportunity Remains Compelling

🕔18:16, 4.nov 2019

The growth case for China is well established: Its share of global GDP remains substantial while the economy continues to outpace most of the world, underpinned by strong domestic demand. Trade tensions between China and the U.S. represent a headwind

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Five U.S. Dollar Themes to Watch

Five U.S. Dollar Themes to Watch

🕔18:09, 4.nov 2019

The currency has remained resilient despite the slowing U.S. economy Interest rate cuts are usually associated with currency depreciation, but this is not always the case with the U.S. dollar. A key factor in determining the value of the dollar

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Should Investors Continue to Ignore Inflation?

Should Investors Continue to Ignore Inflation?

🕔09:44, 29.okt 2019

How the path of inflation will impact fixed income markets Global growth is approaching an inflection point; either the slowdown becomes entrenched and leads to a recession, or the cycle gets extended as interest rate cuts and fiscal stimulus start

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High Quality Diversification Benefits of Asia Credit

High Quality Diversification Benefits of Asia Credit

🕔18:28, 28.okt 2019

Strong fundamentals and powerful tailwinds make this growing asset class one to watch for global investors. Asset class offers an increasingly significant opportunity set, growing to nearly USD $1 trillion in issuance as a vast regional investor base absorbs new

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High Yield Bond Opportunities Are Going Global

High Yield Bond Opportunities Are Going Global

🕔07:46, 25.okt 2019

A truly global high yield strategy can provide diversification. Fixed income investors may want to focus on higher-yielding, sub-investment-grade strategies as global central banks shift back into monetary easing, pushing yields on high-quality investment-grade bonds to very low—or negative—levels. In

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Finding Sustainable Sources of Excess Returns

Finding Sustainable Sources of Excess Returns

🕔12:44, 1.okt 2019

Adopt a truly global approach, delve deeper, and have high conviction.  We have enjoyed a remarkable period for equity investing since the global financial crisis, marked by both volatility and opportunity on an unprecedented scale. Since the launch of the

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔18:41, 30.sep 2019

Shop Till the Economy Drops. Amid continued manufacturing weakness and a slowing economy, the U.S. consumer appears unfazed as spending (which accounts for more than two‑thirds of U.S. economic activity) grew at its fastest rate since 2014. The consumer has

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Comfortable Being Uncomfortable

Comfortable Being Uncomfortable

🕔13:46, 26.sep 2019

Successful investors are a strange bunch. They can simultaneously hold in their minds multiple competing ideas. It is unusual to find a vivid imagination, nestled in steely analytics, set alongside a deep curiosity for human psychology. There is nature and

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Banking on Growth in Latin America

Banking on Growth in Latin America

🕔18:18, 16.sep 2019

The banking industry in Latin America—Brazil in particular—has much higher returns than in many developed markets. That provides both opportunity and risks, says Christopher Vost, a T. Rowe Price investment professional who covers that sector in the region.

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De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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