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Market Outlooks
Weekly Market Update: Global Equities Rise on Central Bank Meetings, Australia May Hike Rate This Week
This piece is approved to use with clients.
The ECB, Fed and Bank of England all increased their rates last week. The Reserve Bank of Australia is expected to raise rate by 0.25%.
Market Outlooks
MarketScape: Why the Fed and Investors See Rate Path Differently
Investors see a Fed rate cut in 2023. The Fed doesn’t. Head of Global Macro Antulio Bomfim analyzes the clash of views between the Fed and investors, and what could resolve it.
Market Outlooks
Weekly Investment Commentary: Add structure to your portfolio
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In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Market Outlooks
Global Weekly Commentary: Stumbling to new inflation fight phase
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Central banks are stumbling into a nuanced phase of policy tightening after major macro events last week.
Market Outlooks
Global Markets Weekly Update: February 03, 2023
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Sleeping at Night? Consider Adding an Absolute Return Strategy
Perhaps the most concerning issue for multi-asset investors as we turn to 2023 is diversification—or the lack thereof in recent times. And while this is not the first time that the “traditional” correlation between U.S. Treasuries and equity markets has broken down—people tend to pay less attention when both are producing positive returns—it has been one of the worst years on record for the total return of a 60/40 portfolio in 2022.Herein lies the merits of discussing an absolute return approach with clients.