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Investing Ideas
Preparing for a Post-COVID World
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Valuation gaps appear extreme, and we are seeing opportunities in stocks that have been left behind in the momentum-driven rally.
Market Outlooks
The EU Recovery Fund - An Unprecedented Step But No Panacea
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The EU recovery fund may be a first step to fiscal consolidation, but it is not a magic formula for making debt disappear.
Market Outlooks
Global Markets Weekly Update: September 04, 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: August 28, 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: August 21, 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
Advisor Perspectives: CAPE is a Very Noisy Market Predictor
Analysts have many ways to estimate expected market returns. The challenge is to identify those few that provide usable information for making investment decisions. In this article, I discuss one of the common mistakes made in this type of analysis and why the cyclically adjusted PE (CAPE), developed by Robert Shiller, is not nearly as reliable a predictor of market returns as most claim it to be.
Market Outlooks
Global Markets Weekly Update: August 14, 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
Still Constructive Toward Asia Ex-Japan
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We expect a China upturn in 2021, supporting Asian economies. Valuations are reasonable, though recovery from the coronavirus may be a gradual process.