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Japan, the steep climb that’s about to flatten out

The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.

Robert Burrows
M&G Investments,  Bond Vigilantes, 1 February 2024

Mind the gap: The value case for global small and mid caps

Jonas Edholm: Mind the gap: The value case for global small and mid caps

Jonas Edholm
Skagen, 18 January 2024

Three important insights from 2023

A focus on bond yields, the Magnificent 7, and the Fed pivot

Tim Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  January 2024

An overview and summary of market outlooks from leading financial institutions

Every year, the largest banks, asset managers and consulting firms publish their economic and market outlooks for the following year, highlighting key topics, trends, opportunities and areas of concerns. For the first time, we have used ChatGPT to skim-read through and summarize 48 of these outlook presentations and built a database, containing the various opinions expressed in the the areas that are traditionally of interest to our clients and us.

Amadeus Capital, January 5, 2024

Japan Market Outlook

Economic momentum and growth supportive policies underpin Japan’s renaissance

Aadish Kumar, International Economist
T. Rowe Price,  December 2023

Are US Stocks Worth the Price?

The Magnificent 7 have distorted US equity valuations

Tim Murray, Capital Markets Analyst
T. Rowe Price,  Investment Insights, November 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

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

Why There’s More To China Than Just Big Tech

Mainstream indices are a poor reference point for investors in China

Robert Secker, Portfolio Specialist
T. Rowe Price,  April 2023

The return of the King: Cash makes a comeback

For a long time, it has made no sense to keep money under your mattress or invested in cash-like instruments (short dated, fixed return) such as money market funds, without facing an inflation-adjusted loss.

Eva Sun-Wai
M&G Investments,  Bond Vigilantes, 13 March 2023
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