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Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
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As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Market Outlooks
AAM Viewpoints: Investing In an Unbalanced Equity Market
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The U.S. economy may still be partially shutdown, but the headline spigot is still wide open with a plethora of issues dominating the media including COVID-19, equality, trade tensions and the upcoming presidential election (just 50 days away).
Market Outlooks
Global Markets Weekly Update: September 11, 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
Weekly Macro Update: The Impact of COVID-19 on Commercial Real Estate Capital Markets
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While the Global Financial Crisis indiscriminately impacted volumes and pricing across commercial property types, the impact of the pandemic on capital markets, has been more selective, widening the gulf between “winner” and “loser” property types.
Market Outlooks
AAM Viewpoints: Renewable Energy Infrastructure: At an Inflection Point
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Renewable energy infrastructure, especially wind and solar, has experienced a dramatic decline in cost and is now competitive with fossil fuels without the need for subsidies.
Market Outlooks
Finding Overlooked Opportunities in the COVID-19 Market
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The stock market recovery has been concentrated among traditional growth stocks, creating opportunities to identify secular winners at attractive valuations.
Market Outlooks
Global Markets Monthly Update - July 2020
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Stay informed about global economic development and our perspective on market conditions.
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.