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Market Outlooks
Global Weekly Commentary: Income in the new macro regime
This piece is approved to use with clients.
Income is back as a portfolio driver as we see interest rates staying high in the new regime of macro and market volatility. We like bonds for income even if we don’t expect them to offset risk-asset slides as much as they did in the past – or gain in price from falling yields.
Market Outlooks
Global Markets Weekly Update: April 28, 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.
Client Relationships
Financial Records Organization Checklist
We’ve created this checklist as a guide to help you organize important financial documents to be better prepared to manage affairs after a catastrophe, serious illness, disability or death.
Client Relationships
Budgeting Checklist
This piece is approved to use with clients.
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Market Outlooks
Global Weekly Commentary: EM assets have the edge – for now
This piece is approved to use with clients.
Our new playbook calls for quickly shifting portfolios based on how much damage is priced in.