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Posts From T. Rowe Price

The “In-Between,” the “New Normal,” and What’s Next…

The “In-Between,” the “New Normal,” and What’s Next…

🕔16:11, 22.Feb 2021

Sometimes in life, you find yourself “in between.” In between seasons, in between relationships, in between jobs. One season is ending, and the next has yet to begin. This is where markets are now. 

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Off to a Quick Start

Off to a Quick Start

🕔14:27, 17.Feb 2021

While the Biden administration put eradicating the coronavirus at the top of its agenda, taking action on regulations with executive orders has also been a top priority. Deregulation was a defining focus of …

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Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income Investors in 2021

🕔12:02, 10.Feb 2021

While a new year may be underway, at least one thing remains the same: low bond yields. We believe that the challenges and risks this environment presents may not be fully understood by investors. For that reason, we have identified three questions that we believe investors should consider: focusing on the diversification power …

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The Risk Rally Will Likely Continue, but It Is Vulnerable

The Risk Rally Will Likely Continue, but It Is Vulnerable

🕔15:09, 9.Feb 2021

Since the U.S. elections, asset prices have risen steadily higher. Can the risk rally continue? I believe it can as it is underpinned by three powerful drivers. However, there are also three looming risks that could undermine it.

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The EU-UK trade deal leaves open questions

The EU-UK trade deal leaves open questions

🕔10:48, 3.Feb 2021

The EU-UK trade deal leaves open questions But the exclusion of some areas brings opportunity for reform.  The wait is finally over. Four‑and‑a‑half years after the Brexit referendum, the UK has exited the European Union’s single market and customs union,

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Finding Deeper Value in Emerging Markets

Finding Deeper Value in Emerging Markets

🕔09:49, 2.Feb 2021

Value funds—whether global, developed, or emerging—encountered a major style headwind in 2020. Globally, economy‑sensitive value stocks underperformed during the coronavirus pandemic, which was to be expected. Value companies tend to be in traditional sectors that need growth in real economic

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Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

🕔13:17, 1.Feb 2021

Seizing the opportunities that higher volatility and mixed news flow will create. Equity markets delivered extraordinary returns in 2020, but the first quarter of 2021 will certainly test investors, given the return of uneven and contradictory news flow. Expectations of

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End of the Fed’s Credit Support Facilities Is Positive

End of the Fed’s Credit Support Facilities Is Positive

🕔08:37, 29.Jan 2021

The success of the Federal Reserve’s emergency intervention in March 2020 played a crucial role in stabilizing and improving liquidity in U.S. credit markets. The cessation of the Fed’s corporate credit facilities, in our opinion, lowers the risk of unintended imbalances within credit markets that could potentially …

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Creativity in a Low‑Yield Era

Creativity in a Low‑Yield Era

🕔13:31, 28.Jan 2021

Strengthening economic recovery in 2021 would carry risks for bond investors, warns Mark Vaselkiv, chief investment officer, Fixed Income. He says investors will need to be creative in seeking out fixed income sectors—such as floating rate bank loans and emerging market …

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2021 Global Multi-Asset Outlook

2021 Global Multi-Asset Outlook

🕔08:31, 27.Jan 2021

Markets are entering the new year optimistic about the successful development of vaccines to combat the spread of COVID-19, seeing the news as a light at the end of the dark tunnel that was 2020. The extreme enthusiasm, however, has driven many markets to record highs, extending valuations and creating a rotation toward cheaper stocks in more cyclically …

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Chasing unicorns

Chasing unicorns

🕔14:05, 25.Jan 2021

Unprecedented monetary and fiscal stimulus and late-year positive news on vaccines fueled a relentless rally in …

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Euro high yield: the opportunity today

Euro high yield: the opportunity today

🕔09:25, 20.Jan 2021

Euro high yield: the opportunity today Credit Outlook The upheavals of 2020 have brought structural changes in the euro high yield (EHY) bond market. So, what has changed, what still applies, and what role can this sector play in European

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2021 Global Market Outlook – Managing to the Other Side

2021 Global Market Outlook – Managing to the Other Side

🕔09:34, 19.Jan 2021

2021 Global Market Outlook – Managing to the Other Side Four themes to follow: An Uneven Road to Recovery Style Dispersion Amid Disruption Creativity in a Low Yield Era  Politics and the Pandemic 

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What Georgia Senate Results Could Mean for Markets

What Georgia Senate Results Could Mean for Markets

🕔18:53, 15.Jan 2021

What Georgia Senate Results Could Mean for Markets Unified government puts fiscal stimulus, tax increases on table. T. Rowe Price Insights on the U.S. Election As president, Joe Biden will have a stronger hand to pursue his legislative agenda now that

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UK Defined Benefit Pension Schemes Should Prepare for Negative Interest Rates

UK Defined Benefit Pension Schemes Should Prepare for Negative Interest Rates

🕔13:22, 11.Jan 2021

UK Defined Benefit Pension Schemes Should Prepare for Negative Interest Rates T. Rowe Price Insights on Fixed Income Negative interest rates are likely coming to the UK, but you would not know that judging from the markets. Although rates are

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UK Investors Should Prepare for Negative Interest Rates

UK Investors Should Prepare for Negative Interest Rates

🕔13:35, 8.Jan 2021

The role of gilts in portfolios could be impacted. Negative interest rates are likely coming to the UK, but you would not know that judging from the markets. Although rates are widely expected to fall, implied policy rates show that the

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Navigating Heightened U.S.- China Tensions in Asia Credit

Navigating Heightened U.S.- China Tensions in Asia Credit

🕔15:57, 7.Jan 2021

Executive Order banning trading in designated Chinese entities increases uncertainty on the horizon and reaffirms importance of diversification. Once characterized by mutual cooperation, the U.S.-China relationship has undergone a significant shift since the onset of the trade war initiated by

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Investing in EM corporate bonds for income and diversification

Investing in EM corporate bonds for income and diversification

🕔16:00, 6.Jan 2021

Using credit in asset allocation  Investing in EM corporate bonds for income and diversification  In asset allocation, emerging market (EM) corporate bonds can be used to help investors achieve a range of objectives, in a range of market environments. In

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Improving fundamentals are likely to be sustained

Improving fundamentals are likely to be sustained

🕔10:15, 6.Jan 2021

China Market Outlook 2021  Thanks to its rapid control of the coronavirus, China is the only major economy that is expected to post positive economic growth this year, according to the Organization for Economic Cooperation and Development, which recently raised

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For Investors in Japan, the Outlook Appears Suga Sweet

For Investors in Japan, the Outlook Appears Suga Sweet

🕔08:00, 5.Jan 2021

T. Rowe Price Insights on Japan Equities Four reasons to be bullish about the Japan investment outlook.  Japanese equities are well placed to excel in 2021, in our view, with various factors underpinning our positive outlook, heading into the new year.

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Senate Runoffs Put Georgia on Investors’ Minds

Senate Runoffs Put Georgia on Investors’ Minds

🕔11:15, 29.Dec 2020

The results of the two U.S. Senate runoff elections in Georgia on Jan. 5 could determine the size and scope of fiscal stimulus to address economic strains caused by the coronavirus pandemic. A shift in the Senate’s partisan majority could

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Secular Forces Are Carving New Paths for Active Investing

Secular Forces Are Carving New Paths for Active Investing

🕔20:23, 25.Dec 2020

The world has taken a new turn in 2020, and the range of potential outcomes is almost impossible to quantify. We believe we are at the cusp of a new era because of the profound impact of the acceleration of

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Market Optimism May Be Justified—But I Urge Caution

Market Optimism May Be Justified—But I Urge Caution

🕔08:05, 24.Dec 2020

While the U.S. elections grind toward the finish line, risk markets—after a bumpy ride—are hovering close to all‑time highs. In light of surprisingly close elections that will likely lead to a split Congress, legislative gridlock, and inadequate fiscal support, this

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2021 Global Market Outlook – managing to the other side

2021 Global Market Outlook – managing to the other side

🕔11:29, 23.Dec 2020

The 2020 global pandemic tested the ability of companies and investors to manage their way through an unforeseen and dangerous period. However, T. Rowe Price investment leaders believe the other side of that journey could come into view in 2021 if new

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔13:00, 22.Dec 2020

December 2020 Digging for Value Promising news on COVID-19 vaccines has triggered optimism for a return to normal next year, buoying deeply cyclical segments of the market that have been the hardest hit by shutdowns. November saw a strong rebound

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Uncovering Opportunities in Noninvestment‑Grade Credit

Uncovering Opportunities in Noninvestment‑Grade Credit

🕔09:50, 18.Dec 2020

T. Rowe Price Insights on Global Fixed Income Credit analysis can reveal value in bank loans, high yield bonds High yield bonds and bank loans (or leveraged loans) represent two forms of noninvestment‑grade credit exposure. Both sectors have various strengths and risks

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Asia ex‑Japan: Constructive Outlook for Equities in 2021

Asia ex‑Japan: Constructive Outlook for Equities in 2021

🕔13:02, 16.Dec 2020

T. Rowe Price Insights on International Equities High‑quality growth businesses on reasonable multiples.  Our views remain constructive on the medium- to longer-term outlook for Asia ex‑Japan equities. Even as global growth may be slower to recover than earlier hoped for,

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Managing to the Other Side

Managing to the Other Side

🕔09:15, 16.Dec 2020

2021 Global Market Oultook New vaccines could accelerate recovery, boost cyclical sectors The 2020 global pandemic tested the ability of companies and investors to manage their way through an unforeseen and dangerous period. However, T. Rowe Price investment leaders believe the other side

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Credit investing roadmap for 2021

Credit investing roadmap for 2021

🕔13:02, 14.Dec 2020

Outlook If, like a modern-day Rip Van Winkle, you had magically slept through 2020 and then looked at the year-to-date credit returns, you might have thought: “Quite a boring year, then”. Dramatic selloffs have been largely retraced by equally dramatic

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Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

🕔15:16, 11.Dec 2020

T. Rowe Price Insights on Global Equities Global equities have advanced as investors have weighed the worsening coronavirus pandemic against hopes of a potential coronavirus vaccine. As sentiment rises, however, we believe it makes sense to be prudent in terms

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Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

🕔14:57, 10.Dec 2020

T. Rowe Price Insights on Multi-Asset Investing Investors will remember 2020 with mixed emotions. On one hand, it was the year of the catastrophic coronavirus pandemic, with its devastating human and economic tolls. On the other hand, it was a

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U.S. Election Results Appear Market-Friendly

U.S. Election Results Appear Market-Friendly

🕔09:20, 8.Dec 2020

T. Rowe Price Insights on the U.S. Election  Although President Donald Trump has not conceded the race and has mounted legal challenges to contest key state results, the 2020 U.S. elections appear to have produced a presidential win for Democrat

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Pandemic Heightens Focus on Financial Preparedness

Pandemic Heightens Focus on Financial Preparedness

🕔07:27, 8.Dec 2020

T. Rowe Price Insights on Retirement The coronavirus pandemic has turned many Americans’ savings and financial lives upside down, jolting many both physically and financially in 2020. The accompanying economic downturn caused several industries to temporarily shut down. Many businesses

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Five Reasons Why Investors Should Consider EM Local Bonds

Five Reasons Why Investors Should Consider EM Local Bonds

🕔13:24, 7.Dec 2020

T. Rowe Price Insights on Global Fixed Income  With investors struggling to find much‑needed yield for their portfolios, we believe a strong opportunity remains within emerging market (EM) local bonds. The yields on offer from a number of EM local

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Why the Future Now Looks Brighter for Value Investing

Why the Future Now Looks Brighter for Value Investing

🕔11:36, 7.Dec 2020

T. Rowe Price Insights on Global Equities The growth versus value style debate intensified as the dominance of “growth” accelerated during the coronavirus pandemic. Value investing has remained deeply out of favor, but we sense the dynamics are changing and

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Central Banks Are Not Out of Ammunition Yet

Central Banks Are Not Out of Ammunition Yet

🕔07:36, 4.Dec 2020

T. Rowe Price Insights from our Global Fixed Income Team How the prospect of further monetary easing could impact bond markets. Central banks are not done yet. With economic recoveries under threat, several developed market central banks, including the European

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Biden Win Might Bring Mixed Outlook for Investors

Biden Win Might Bring Mixed Outlook for Investors

🕔12:42, 30.Nov 2020

T. Rowe Price Insights on the U.S. Election Democrat Joe Biden’s policy proposals as the next U.S. president (pending the outcome of potential legal challenges) could have mixed implications for investors if implemented, according to T. Rowe Price investment professionals. On

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Finding Opportunities After the Rebound

Finding Opportunities After the Rebound

🕔15:15, 27.Nov 2020

T. Rowe Price Insights on Global Markets Our portfolio managers see selective potential in a range of asset classes. Even for those of us who saw reasons for hope this past spring, the market’s resilience in the face of the

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Five Reasons Why Investors Should Now Consider Small‑Caps

Five Reasons Why Investors Should Now Consider Small‑Caps

🕔14:56, 27.Nov 2020

"Investing in small‑caps today may give investors with a long-term investment horizon the opportunity to join the journey of some of tomorrow’s most successful businesses at an early stage." — Yoram Lustig Head of EMEA Multi‑Asset Solutions

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There’s No Place Like Housing

There’s No Place Like Housing

🕔09:41, 27.Nov 2020

Global Asset Allocation: The View from EMEA Blue Ripple? A Biden presidency, with Republicans maintaining control of the Senate, is a possible outcome of the US elections. Most polls heading into the election were predicting the possibility of a ‘Blue

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Divided government likely would produce moderate policies.

Divided government likely would produce moderate policies.

🕔07:32, 26.Nov 2020

“While capital markets appeared to have reacted positively to these results, the postelection transition creates a potential for market volatility.”

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COVID-19 Has Transformed the U.S. High Yield Opportunity Set

COVID-19 Has Transformed the U.S. High Yield Opportunity Set

🕔14:57, 20.Nov 2020

T. Rowe Price Insights on Fixed Income Downgrades and defaults have had a major impact on the asset class Record volumes of credit downgrades and a sharp spike in defaults have reconfigured the U.S. high yield bond market in the

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Finding Alpha in an Increasingly Concentrated  U.S. Market

Finding Alpha in an Increasingly Concentrated U.S. Market

🕔08:12, 18.Nov 2020

T. Rowe Price Insights on U.S. Equities How the rules of investing in the large‑cap growth space have changed Amid the wider performance of the U.S. equity market, one particularly astonishing statistic is that the top 10 stocks in the

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More fallen angels ahead in Europe?

More fallen angels ahead in Europe?

🕔15:00, 16.Nov 2020

“Global default rates are rising and likely to continue into 2021. But we think the full impact may be muted by the significant fiscal and monetary intervention seen from governments and central banks.”

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Global Multi-Sector Bond Fund

Global Multi-Sector Bond Fund

🕔11:17, 16.Nov 2020

The fund seeks to provide high income and some capital appreciation. Uses an asset allocation strategy to build a broadly diversified portfolio of domestic and foreign debt instruments, including government and corporate bonds; mortgage-backed, commercial mortgage-backed, and asset-backed securities; and

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Biden Win Might Bring Mixed Outlook for Investors

Biden Win Might Bring Mixed Outlook for Investors

🕔08:00, 11.Nov 2020

T. Rowe Price Insights On the US Election Democrat Joe Biden’s policy proposals as the next U.S. president (pending the outcome of potential legal challenges) could have mixed implications for investors if implemented, according to T. Rowe Price investment professionals. On the

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Bouts of Volatility Possible as Ballot Tally Continues

Bouts of Volatility Possible as Ballot Tally Continues

🕔09:21, 9.Nov 2020

T. Rowe Price Insights On US Elections Amid uncertainty, we are identifying opportunities for clients. Several factors have contributed to slower vote counting in the 2020 general election. In particular, the coronavirus pandemic is expected to have elevated the proportion

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Flexibility Is Invaluable During Difficult Periods

Flexibility Is Invaluable During Difficult Periods

🕔11:22, 6.Nov 2020

T. Rowe Price Insights on Global Fixed Income Riskier, less liquid securities can bring substantial benefits. When seeking to generate steady bond income during turbulent times, a little flexibility can go a long way. The freedom to invest in a wide

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Federal Spending Could Be a Catalyst for Industrials

Federal Spending Could Be a Catalyst for Industrials

🕔14:43, 28.Oct 2020

“The ultimate shape of either candidate’s infrastructure plan would depend heavily on the balance of power in the Senate.”

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A November to Remember?

A November to Remember?

🕔09:47, 26.Oct 2020

Global Asset Allocation: The view from EMEA With a quickly approaching U.S. presidential election that is too close to call, mounting  controversy surrounding mail-in ballots, the potential for a protracted legal battle, and the president’s recent coronavirus diagnosis, markets …

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Twitter

"Has the tide finally turned for #emergingmarkets #equities after a decade of trailing #US markets? It’s a question we often hear." 5 reasons why EM equities could power ahead in #2021 by @CapitalGroup -> https://www.opiniopro.com/2021/02/capital-group/5-reasons-why-em-equities-could-power-ahead-in-2021/

The underperformance of Value vs. Growth stocks explained

From the winter edition of our VBA Journaal, written by Jeroen Kakebeeke RBA, Investment Risk Manager at PGGM
#valueinvesting #growthinvesting

https://nieuws.cfavba.nl/publicaties/the-underperformance-of-value-vs-growth-stocks-explained/4a37e54d-5361-11eb-8a1e-005056b303d3

Reflation, Flation, What’s Your Nation? https://www.etftrends.com/model-portfolio-channel/reflation-flation-whats-your-nation/ #ETF #tracker

Not many places to hide last week, but #cyclical sectors held up relatively well amidst the backup in rates.

#financials
#industrials
#energy

@FactSet data

#MoneyMarketFunds that lend to #PrivateSector borrowers experienced large withdrawals during the financial stress of March 2020, but cumulative outflows differed considerably across funds https://www.bis.org/publ/qtrpdf/r_qt2103b.htm

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