Investment Office Logo
Research Desk

Investment Research from our Asset Manager Members

Articles: 1-10 / 148
Page 
 of 15

Emerging Markets—Dancing to Their Own Beat

Central banks set to kick off easing cycles as inflation cools

Chris Kushlis
T. Rowe Price,  September 2023

UK Government debt interest payments set to weigh heavy

The current state of UK Government Debt as of 2023 is circa £2.5 trillion, which is 100% of GDP and equates to £38,000 per person.

Robert Burrows
M&G Investments,  Bond Vigilantes, 18 August 2023

The Rising Cost of Capital: Bond Implication

Time to rethink fixed income portfolio

Arif Husain, Head of International Fixed Income
T. Rowe Price,  August 2023

Curvevolution – the fight against inversion

An inverted yield curve refers to a situation in which short-term interest rates are higher than long-term interest rates for government bonds of the same credit quality. Inversion is considered unusual because, under normal circumstances, longer-term bonds tend to have higher yields than shorter-term bonds.

Robert Burrows
M&G Investments,  Bond Vigilantes, 12 July 2023

Central Banks Step Into Potential Policy Error Territory

Hawkish stances risk overtightening and causing recession

Arif Husain, Head of International Fixed Income and Chief Investment Officer, Fixed Income
T. Rowe Price,  July 2023

70 weeks in Tibet: thin air but frontier market resilience

During this Fed hiking cycle emerging markets have been split into two camps.

Gregory Smith
M&G Investments,  Bond Vigilantes, 23 June 2023

Global Equities: Everything Changes, So Focus on What Stays the Same

Our investment framework is constantly adapting to the challenges of change

David J. Eiswert, Portfolio Manager
T. Rowe Price,  June 2023

Deflation Tsunami

Inflation is one of the great economic debates and often leaves big economic thinkers at loggerheads. I am not a financial titan, but looking at the world from 100,000 feet, the conditions are in place for the world to see inflation heading meaningfully lower.

Robert Burrows
M&G Investments,  Bond Vigilantes, 25 May 2023

What Does the Stress in Regional Banking Mean for U.S. Smaller Companies?

The banking sector is an integral part of the U.S. small-cap investment universe

Curt Organt, Portfolio Manager
T. Rowe Price,  May 2023

USD: The King is Dead – Long Live the King

Robert Burrows
M&G Investments,  Bond Vigilantes, 13 April 2023
Articles: 1-10 / 148
Page 
 of 15