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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 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

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

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

The inflation psychology is kicking in

"An inflation process, particularly when it starts from nothing as inflation is deeply forgotten, is a discovery process."

Pascal Blanqué, Chairman, Amundi Institute
Amundi Asset Management,  20 April 2022
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