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Investment Research from our Asset Manager Members

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Digital bonds – a new kid on the block

A brief press release recently from Europe’s largest and possibly oldest industrial manufacturer, announcing a short-dated, small-sized bond, seems hardly significant. In time however it may come to be seen as heralding a transformation of bond markets.

Guest contributor: Miriam B Hehir – Director, Credit Research
M&G Investments,  22 February 2023

A Long-Awaited Reversal

Near-term tailwinds could favor international markets

Tim Murray Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  February 2023

Housing market timebomb – is Sweden just the start?

Real estate downturns (defined as two consecutive quarters of falling prices) have been triggered in a number of economies including Canada, Australia, New Zealand and the Nordics. One area where this trend is playing out most rapidly is Sweden, where house prices are falling at one of the fastest rates in the world.

Eva Sun-Wai
M&G Investments,  Bond Vigilantes, 18 January 2023

Five Key Insights From 2022

Uncertainty persists, but yield is back and fundamentals matter

Timothy Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  January 2023

The Return of Yield

Yields are appealing in select markets and buying opportunities exist, but investors will need to be mindful about volatility.

Andrew McCormick, Head of Fixed Income; Sebastien Page, Head of Global Multi-Asset; Justin Thomson, Head of International Equity
T. Rowe Price,  Market Outlook, December 2022

The 21st Century’s New Berlin Walls

"The world is heading into winter in more ways than one. As economic considerations increasingly take a backseat to social and political priorities in China, the flow of goods, capital, and ideas will likely become more and more constrained – perhaps ending a long summer of freer and more globalized trade and markets."

Michael J. Kelly, CFA, Global Head of Multi-Asset
PineBridge Investments, Investment Strategy Insights, November 2022

Click Here—Has the Boom in Digital Advertising Peaked?

Four key factors set to shape the outlook for digital advertising.

Taymour Tamaddon Portfolio Manager
T. Rowe Price,  October 2022

Will Signs of Peak Inflation Bring About a Turnaround in “Growth” Stocks?

Headwinds diminishing and valuations now more attractive

Laurence Taylor, Portfolio Specialist
T. Rowe Price,  October 2022
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