Investment Office Logo
Equity

Articles: 1-7 / 7
Page 
 of 1

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

Growth vs Value Style in European Equities: Whiplash!

Since the Global Financial Crisis, Growth equities have significantly outperformed Value equities in Europe. The Value style has suffered from low and falling interest rates. But it was not a straight line!

Geoffroy Goenen, Head of Fundamental European Equity
Candriam,  15 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

Crisis Playbook (Part II)—The Power of ''Stop Getting Worse''

Looking beyond to find the best outcomes for clients

David J. Eiswert, Portfolio Manager
T. Rowe Price,  March 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

High valuations: quality/growth premium or greater investment risk?

The US is currently experiencing an exceptional period from a microeconomic point of view.

Tristan Abet, Senior Fund Manager
Candriam,  11 October 2019

Substance over style?

Why an agnostic approach beats equity style biases.

David Cumming
Aviva Investors,  30 September 2019
Articles: 1-7 / 7
Page 
 of 1