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Market Outlooks
Global Weekly Commentary: Changing our government bond views
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Markets are increasingly reflecting a unified Democratic government outcome that may lead to a significant fiscal expansion. This electoral outcome would bring forward the market pricing of the higher inflation regime that we were already reflecting in our strategic asset views.
Market Outlooks
Finding Opportunities After the Rebound
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Following the market rebound, we are relying on our strategic investing approach to identify selective opportunities.
Market Outlooks
U.S. Presidential Election Adds to Uncertain Environment
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Salient policy differences between the presidential candidates could have important implications for investors, particularly involving taxation.
Market Outlooks
Global Markets Monthly Update - September 2020
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Stay informed about global economic development and our perspective on market conditions.
Market Outlooks
Global Markets Weekly Update: October 23, 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: Restructuring opportunities
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Many companies may need to turn to private credit to restructure post-Covid. We see potential for such investments to serve as growth assets and diversifiers when new sources of portfolio resilience are needed.
Market Outlooks
Weekly Macro Update: The Pandemic Productivity Shock
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Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.