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As the Global Economy Recovers, Japan Stands in the Spotlight

Upbeat outlook as Japanese market is highly geared to global recovery

Archibald Ciganer, Portfolio Manager
T. Rowe Price,  June 2021

Income: A dangerous love affair

Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.

Francois de Bruin Fund Manager, Sustainable Income & Growth and Head of Listed Real Estate
Aviva Investors,  11 May 2021

Five Forces in International Equities Investors May Be Underestimating

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond.

Justin Thomson CIO and Head of International Equities
T. Rowe Price,  April 2021

A Shift Toward Value

The tide may be turning for value stocks

Yoram Lustig Head of Multi‐Asset Solutions, EMEA; Michael Walsh Solutions Strategist, EMEA
T. Rowe Price,  Investment Insights, April 2021

Multi-asset allocation views: Loose policy doesn’t rule out a steeper curve

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  15 April 2021

Zero rates

Too much of a good thing?

Aviva Investors,  9 March 2021

All bubbles are not equal

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some. In fact, bubbles can last for a long time and are only apparent when they burst. Calling them too early can lead to suboptimal allocation.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  March 03, 2021

The “In-Between,” the “New Normal,” and What’s Next…

Tracking the course for global equites to a post-COVID-19 world

David J. Eiswert, Portfolio Manager
T. Rowe Price,  February 2021

EM equities: Will Chinese regulators tear down the house that Jack built?

In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.

Alistair Way
Aviva Investors,  5 February 2021

Managing to the Other Side

New vaccines could accelerate recovery, boost cyclical sectors

Justin Thomson, Chief Investment Officer, International Equities
T. Rowe Price,  Global Market Outlook, December 2020
Articles: 1-10 / 20
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