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Posts From T. Rowe Price

Recession 2020— Deep but Short

Recession 2020— Deep but Short

🕔06:33, 2.Apr 2020

KEY INSIGHTS I’m anticipating a contraction in economic activity over the first two quarters of 2020 that roughly matches the longer decline over the financial crisis.  When shuttered industries and shut‑in workers can start the transition back to normal life—probably

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It’s Time to Start Thinking About the Postcrisis World

It’s Time to Start Thinking About the Postcrisis World

🕔09:09, 26.Mar 2020

Although financial markets are still reeling from the coronavirus crisis, it is not too early for investors to consider the longer‑term investment implications. We believe investors should consider potential near‑term costs of the crisis and focus on the economic and

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SARS Is Not a Model for Coronavirus

SARS Is Not a Model for Coronavirus

🕔08:07, 26.Mar 2020

 Drawing parallels between the two outbreaks is tempting but risky.  The potential impact of the COVID‑19 virus on the Chinese economy has been compared with that of the SARS virus in 2003. However, there were external factors weighing on the

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How Large Cap Stock Investors Can Adapt to a Slowing Economy

How Large Cap Stock Investors Can Adapt to a Slowing Economy

🕔06:57, 26.Mar 2020

Insights on US Equities How Large‑Cap Stock Investors Can Adapt to a Slowing Economy  While caution is warranted, cyclical opportunities exist.  Q. How is the U.S. economic slowdown affecting large‑cap stocks? Joe Fath: I think the U.S. economy is showing

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Crisis playbook – the fear of loss and regret

Crisis playbook – the fear of loss and regret

🕔07:44, 25.Mar 2020

Risk happens Global equity markets entered 2020 in a state of Goldilocks – low interest rates and bottoming short cycle economic indicators. Markets were heavily focused on the Trump Administration’s election “put” and China’s focus on economic stability heading into

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SARS Is Not a Model for Coronavirus

SARS Is Not a Model for Coronavirus

🕔08:37, 23.Mar 2020

Insights on Global Economics Commentators seeking to understand the long‑term implications of COVID‑19 (a coronavirus) are frequently comparing it with the 2002–2003 severe acute respiratory syndrome (SARS) outbreak, which had a severe impact on both the Chinese and the global economies.

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Pandemic Threat

Pandemic Threat

🕔08:34, 28.Feb 2020

Global Asset Allocation The coronavirus outbreak has become a worldwide health crisis, impacting lives across the globe. The uncertain extent of the outbreak has caused a sell-off in risk assets. Many have compared this health emergency with the Severe Acute

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The view from EMEA

The view from EMEA

🕔17:05, 24.Feb 2020

Global Asset Allocation – 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

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Investment Ideas fora New Decade

Investment Ideas fora New Decade

🕔11:00, 5.Feb 2020

Investment Ideas for a New Decade   The next 10 years will likely be characterized by lower returns and higher volatility than the past 10 years, with the potential for a recession. Challenges include generating returns in a low‑return environment,

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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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Twitter

USD: No sustained trend visible -> https://www.opiniopro.com/2020/04/erste-group/usd-no-sustained-trend-visible/ #currency #fx #interestrates via @ErsteGroup

Tackling The ‘Unknown Unknowns’: How Active Managers Manage Unforeseen Risks -> https://www.opiniopro.com/2020/04/columbia-threadneedle/tackling-the-unknown-unknowns-how-active-managers-manage-unforeseen-risks/ #active #passive #COVID19 #fundmanager #ETFs #behavioural via @CTinvest_EMEA @CTInvest_US

Policy Tries To Keep Pace With The Pandemic -> https://www.opiniopro.com/2020/04/northern-trust/policy-tries-to-keep-pace-with-the-pandemic/ #CoronaCrisis #COVID19 #EmergingMarkets #debt via @NorthernTrust @NTInvest

Which financial assets are well positioned and which ones are at risk as policy-makers brace for major COVID-19-induced demand shocks? Find out more in this piece.

‘Whatever it takes’: Fiscal Edition -> https://opiniopro.com/2020/03/ubp/whatever-it-takes-fiscal-edition/ #CentralBanks #china #coronavirus #credit #crisis #ECB #fiscalpolicy #fomc #COVID19 via
@UBP_Group

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