Economic Headwinds Proving Stronger than Expected

This year has already proved to be tougher than T. Rowe Price’s Nikolaj Schmidt anticipated. And yet, he does not see the challenges facing the global economy abating anytime soon.
Read MoreThis year has already proved to be tougher than T. Rowe Price’s Nikolaj Schmidt anticipated. And yet, he does not see the challenges facing the global economy abating anytime soon.
Read MoreAs Tim Murray from T. Rowe Price explains, tech sector premium has largely reversed to pre‑pandemic levels but remains elevated. Despite the recent rout, tech stocks still aren’t cheap.
Read MoreContrary to some reports about the current global economy, we are not on the cusp of a return to the 1970s inflation inferno. T. Rowe Price’s Nikolaj Schmidt explains why.
Read MorePortfolio Manager Scott Berg runs through some key points regarding how T. Rowe Price’s Global Growth Equity strategy steers through complex dynamics within that universe.
Read MoreAccording to Nikolaj Schmidt, Chief International Economist with T. Rowe Price, the investment story of 2022 will be tactical bear, structural bull.
Read MoreAlthough macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Tim Murray from T. Rowe Price explains why.
Read MoreHigh oil prices are the cure for high oil prices. As T. Rowe Price’s Shinwoo Kim argues, the supply response should rebalance the market, returning prices closer to the incentive cost curve.
Read MoreSebastien Mallet, portfolio manager with T. Rowe Price, explains some of the advantages of incorporating ESG factors into company analysis and how it makes his firm better investors.
Read MoreIn this video, John Hall from T. Rowe Price looks at the three drivers of innovation in the biotech industry that are creating investment opportunities that will help shape the future of medicine.
Read MoreMarkets are most afraid of a Fed mistake, but T. Rowe Price’s David Eiswert believes we are increasingly leaning toward a “goldilocks” scenario where inflation fades and economic growth stabilises.
Read MoreThe technology, health care, industrials, and utilities sectors could be impacted by Biden’s legislative agenda, writes T. Rowe Price analyst Katie Deal.
Read MoreWeak pent-up demand will likely prevent a post-COVID boom. Nikolaj Schmidt, Chief International Economist with T. Rowe Price explains why.
Read MoreThe future for commodities may look bright. Tom Shelmerdine, Investment Analyst with T. Rowe Price explains why.
Read MoreWe do not think this is the time to make a call on value versus growth. Instead, we believe this is the time to apply risk control and active stock decision-making.
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