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Investment Research from our Asset Manager Members

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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

Fed’s Inflation Fight Likely to Persist

Steady rise in cost of services clouds inflation outlook

Tim Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  September 2022

Mind the lag: recession fears flare too fast

Compass

Pascal Blanqué, Chairman, Amundi Institute
Amundi Asset Management,  Institute, Compass, 16 August, 2022

New Dynamics Demand Fresh Thinking

How changing markets require investors to think and act differently

Arif Husain, Head of International Fixed Income
T. Rowe Price,  July 2022

Multi-asset allocation views: Is this the end of the 60/40 strategy?

Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  20 July 2022

Transitioning to a New Paradigm

Adjusting to an uncertain future

Arif Husain, Head of International Fixed Income; Sebastien Page, Head of Global Multi-Asset; Justin Thomson, Head of International Equity
T. Rowe Price,  June 2022

2022 Midyear Economic Outlook: Slowdown, Yes; Recession, No

"Inflation is proving more intractable than unemployment"

Markus Schomer, CFA, Chief Economist
PineBridge Investments, 23 June 2022

No, We Are Not About to Return to 1970s-Style Inflation

Today’s central banks are willing and able to tackle the problem

Nikolaj Schmidt, Chief International Economist
T. Rowe Price,  May 2022
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