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Market Outlooks
Global Weekly Commentary: Upgrading U.S. equities
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We upgrade U.S. equities to overweight, with a preference for quality large caps riding structural growth trends – as well as smaller companies geared to a potential cyclical upswing. We prefer to look through any near-term market volatility as Covid cases surge. Positive vaccine news reinforces our outlook for an accelerated restart during 2021, reducing risks of permanent economic scarring.
Market Outlooks
Global Markets Weekly Update: November 20, 2020
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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
Global Markets Weekly Update: November 13, 2020
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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
Global Weekly Commentary: Vaccines shape 2021 outlook
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Positive news on Covid vaccines gives us greater confidence that the economic restart can re-accelerate in 2021 – and that the cumulative activity loss from the virus shock will ultimately be a fraction of that seen after the global financial crisis (GFC). We prefer to look through any market volatility generated by the virus resurgence and renewed restrictions over the challenging months ahead.
Policy and Regulatory Commentary
Biden Win Might Bring Mixed Outlook for Investors
Additional fiscal stimulus likely, tax hikes uncertain.
Market Outlooks
Global Weekly Commentary: Investing after the U.S. election
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Joe Biden’s victory in the presidential race likely ushers in a near-term market environment dominated by low rates, a hunt for yield and growth stocks.
Market Outlooks
Global Markets Weekly Update: November 06, 2020
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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.