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Economics

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Inflation hawks: crying wolf

Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.

AIQ Editorial Team
Aviva Investors,  21 July 2020

Positive Signs for Japan’s Post‐Coronavirus Outlook

The pandemic is fast-tracking change in corporate Japan.

Archibald Ciganer, Portfolio Manager, T. Rowe Price Japan Equity Strategy
T. Rowe Price,  June 2020

COVID-19 and data infrastructure: Will demand translate into profit?

During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed.

Laurence Monnier
Aviva Investors,  18 June 2020

Compare and contrast: COVID-19 and the Global Financial Crisis

Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.

Jerome Nunan, Investment Director, Multi-Asset
Aviva Investors,  28 May 2020

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam.

Alan Tu,  Alan Tu, Portfolio Manager
T. Rowe Price,  May 2020

No Normal Cycle, No Normal Recession

The short‐ and longer‐term implications of the coronavirus on global equities.

Laurence Taylor, Portfolio Specialist
T. Rowe Price,  May 2020

Is There Going to Be a Eurozone Recession in 2020?

The traditional leading indicators are saying different things

Tomasz Wieladek, T. Rowe Price International Economist
T. Rowe Price,  Insights, February 2020

Why Deleveraging Is The True Culprit Weighing On Global Growth

Fears over “secular stagnation” appear to be overdone.

Nikolaj Schmidt, Chief International Economist
T. Rowe Price,  Investment Insights, 6 February 2020

Will the Reflation Theme Continue in 2020?

A closer look at how fixed income markets could perform this year.

Global Fixed Income Team
T. Rowe Price,  January 2020

Comfortable With the Uncomfortable

The “reflation trade” appears real, but risks are still elevated.

David R. Giroux, CIO for Equity and Multi-Asset; Justin Thomson, CIO, International Equities; Mark J. Vaselkiv, CIO of Fixed Income
T. Rowe Price,  December 2019
Articles: 1-10 / 15
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