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Posts From T. Rowe Price

Weekly Market Recap

Weekly Market Recap

🕔11:09, 14.Jul 2020

US stocks jumped at the start of trading last Monday, with many attributing the strength to a front-page editorial in the China Securities Journal, stating that “fostering a healthy bull market after the pandemic is now more important to …

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Rising Tension Between U.S. and China Elevates Trading Issues

Rising Tension Between U.S. and China Elevates Trading Issues

🕔11:30, 10.Jul 2020

U.S. measures could increase oversight of Chinese companies “Tough on China” policies could limit trading of Chinese securities on U.S. exchanges. Pressure mounts to subject Chinese companies to the same accounting scrutiny faced by other public companies traded in the U.S.

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Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

🕔14:50, 7.Jul 2020

How interest rates could remain at emergency levels for a sustained period. KEY INSIGHTS Central banks are likely to remain cautious for some time, keeping the short end of developed government bond curves anchored. Longer-dated government bonds could face greater volatility

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Stocks began last week on a strong note

Stocks began last week on a strong note

🕔12:53, 7.Jul 2020

Weekly Market Recap Stocks began last week on a strong note, although there was no clear catalyst behind the gains. Worries remained about the continuing resurgence of the coronavirus across the South and Southwest, and governors in several states …

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Weekly Market Recap

Weekly Market Recap

🕔07:53, 24.Jun 2020

Stocks had a poor start to last week, as concerns over the worsening of the pandemic in several states as well as a new outbreak in Beijing seemed to continue weighing on sentiment. The market then rebounded late Monday following

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Melt Up

Melt Up

🕔11:15, 23.Jun 2020

Uneasy Truce? Relations between the U.S. and China have quickly turned fragile again amid controversy surrounding the coronavirus and China’s political influence on Hong Kong. Recent turmoil has reignited tensions that markets had hoped were resolved following last year’s Phase

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How Will Your Assets Perform in the Next Phase?

How Will Your Assets Perform in the Next Phase?

🕔13:28, 19.Jun 2020

We analyzed the performance of various asset classes across five economic phases: recovery, expansion, slowdown, downturn (not recessionary), and downturn (recessionary). Our analysis shows that stocks outperformed high yield bonds across all economic phases and that risk products generally performed

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ESG Deepens Insights in European High Yield

ESG Deepens Insights in European High Yield

🕔12:51, 11.Jun 2020

KEY INSIGHTS ESG factors are incorporated into the research process, serving as an important input into decision‑making. The growing importance of ESG in Europe is having a trickle‑down effect on companies. Seeing a greater awareness of ESG among high yield companies,

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Weekly Market Recap

Weekly Market Recap

🕔13:18, 10.Jun 2020

Upside surprises in labour market data appeared to drive much of last week’s positive sentiment. Stocks rose sharply on Wednesday, following a much smallerthan-expected decline in ADP’s tally of monthly payrolls. The payroll processing firm reported that private sector jobs

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Weekly Market Recap

Weekly Market Recap

🕔08:41, 9.Jun 2020

Upside surprises in labour market data appeared to drive much of last week’s positive sentiment. Stocks rose sharply on Wednesday, following a much smallerthan-expected decline in ADP’s tally of monthly payrolls. The payroll processing …

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Looking at Emerging Market Bonds Through New Lenses

Looking at Emerging Market Bonds Through New Lenses

🕔12:48, 3.Jun 2020

Why recent developments could impact the asset class A number of emerging markets (EM) are experimenting with quantitative easing. The fall in oil prices has opened up new opportunities for fixed income investors. There are attractive valuations in select EM

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Weekly Market Recap

Weekly Market Recap

🕔10:00, 2.Jun 2020

Optimism about the gradual reopening of the global economy seemed to be the primary driver of sentiment last week. As restrictions on public gatherings continued …

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Disruption Accelerated

Disruption Accelerated

🕔14:05, 27.May 2020

Insights on Global Equity The coronavirus pandemic has wreaked havoc across the global economy, and the technology sector has not been immune. Supply chains have come under pressure, and …

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Economic and Political Backdrop

Economic and Political Backdrop

🕔10:11, 26.May 2020

Weekly Market Recap Stocks started last week strong, helped by news of encouraging early test results for a possible coronavirus vaccine. Moderna Therapeutics announced that its …

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔14:41, 21.May 2020

Trying to put a price on the stock market in the current environment is extremely challenging. The velocity of the market decline and subsequent recovery are unparalleled, with day‑to‑day price swings that can look more like returns for a full

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Economic and Political Backdrop

Economic and Political Backdrop

🕔16:48, 19.May 2020

Weekly Market Recap Stocks recorded their worst day of last week on Wednesday, with the S&P 500 touching its lowest level in three weeks. Many attributed the sell-off to a speech by Federal Reserve Chair Jerome Powell, in which he

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Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

🕔09:16, 15.May 2020

Positioning your portfolio for the risks and opportunities ahead. We believe five themes will drive investments over the next 12 months: recession, low oil prices and yields, stimulus, recovery, and active edge. For each of these themes, we have identified three

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Economic and Political Backdrop

Economic and Political Backdrop

🕔16:52, 12.May 2020

Weekly Market Recap Last week brought a host of data showing an unprecedented contraction in economic activity, but investors seemed to take hope that the economy was bottoming. On Tuesday, several gauges showed a record contraction in both manufacturing and

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Weekly recap: Economic And Political Backdrop

Weekly recap: Economic And Political Backdrop

🕔14:27, 7.May 2020

Last week began on a positive note, with investors seemingly encouraged by the partial lifting of lockdowns in some states and the gradual reopening of major economies overseas. Coronavirus infection and hospitalisation trends also appeared to be encouraging in some

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Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

🕔10:10, 6.May 2020

Three key principles for investors in a postcrisis world.  The past few months have delivered a near‑perfect storm for value investing. Collapsing oil prices and falling interest rates have put tremendous pressure on the energy and financials sectors—two of the

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔16:53, 24.Apr 2020

Pledges of fiscal spending have been quick to follow actions taken by major central banks to combat the looming impacts of the coronavirus pandemic. G‑20 countries have pledged more than USD 5 trillion in stimulus through a wide range of

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EM Debt Outlook Improves Following Extreme Volatility

EM Debt Outlook Improves Following Extreme Volatility

🕔15:43, 20.Apr 2020

Insights On Global Fixed Income Emerging markets (EM) debt is looking increasingly attractive following the sharp but brief sell-off so far this year. While we remain concerned about the coronavirus and its economic impact, the recent indiscriminate selling means valuations

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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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