Industry news and views from Panacea and our partners.
T. Rowe Price
T. Rowe Price: The Inflation Roller Coaster
Diverging trends in goods and services prices complicate the inflation outlook
T. Rowe Price: Are US smaller companies set to shine? Identifying the catalysts for a positive rerating
A great deal of ink has been dedicated to explaining how, for more than a decade, the performance of the U.S. equity market has been dominated by a small group of mega?cap, growth?oriented companies.
T. Rowe Price: Beyond tech: harnessing AI’s potential for innovation and growth
Beyond the technology sector, how is artificial intelligence being used in broader market areas? Host Jennifer Martin and guests discuss within the context of the basic resources and real estate sectors, respectively.
T. Rowe Price: Will AI power up or slow down sustainable development?
AI can play an important role in sustainable development, but also poses some unique risks. Host Jennifer Martin is joined by Maria Elena Drew, Director of Research for Responsible Investing, to discuss the key challenges.
T. Rowe Price: Unleashing the power of AI in investment research
How could asset managers use AI to boost and refine investment research? Host Jennifer Martin is joined by Jordan Vinarub, head of our Tech Development Center, and Jay Nogueira, Director of Equity Research.
T. Rowe Price: AI and the global economy: unlocking key trends and opportunities
How could AI impact the broad economy? Host Jennifer Martin is joined by Blerina Uruçi, Chief U.S. Economist, and Kimberly Johnson, Chief Operating Officer, to discuss AI’s implications on growth, employment, and productivity.
T. Rowe Price: Why US fiscal policy will matter even more after the election
The winner of the U.S. presidential election—whether it’s Democrat Joe Biden or Republican Donald Trump—will contend with a significant fiscal cliff in the first 12 months of his second term.
T. Rowe Price: Summary with Investment Specialist Ritu Vohora
Investment Specialist, Capital Markets, Ritu Vohora, summarises some of the key themes that will be discussed during the 2024 Global Market Outlook Midyear Update webinar on Wednesday 19th June.
T. Rowe Price: Artificial Intelligence – the new electricity?
Could artificial intelligence be on par with the advent of electricity?in terms of potential impact on productivity? Host Jennifer Martin is joined by Dom Rizzo and Jim Stillwagon, both portfolio managers focused on global communications and technology.
T. Rowe Price: How central bank policy could impact your portfolio
In the six months since we published our 2024 Global Market Outlook, the market environment has changed in many ways. Consensus expectations for central bank policy, in particular, are markedly different. Prices of interest rate futures reflect expectations for far fewer interest rate cuts from global central banks than seemed likely in December 2023. Equity and fixed income markets are readjusting accordingly.
The Angle from T. Rowe Price season 2 – Artificial Intelligence
The speed of innovation and acceleration of the AI cycle has taken the market by storm. Host Jennifer Martin is joined by David Eiswert, portfolio manager focused on global equities to learn how a diversified portfolio manager is navigating the AI investment cycle.
T. Rowe Price: How do US elections affect stock market performance?
The health of the U.S. economy appears to have played an important role in whether the incumbent party retained the presidency in an election year.
T. Rowe Price: Let’s get real (about interest rates)
Higher real rates in the coming years might favor value stocks
T. Rowe Price: Momentum: Don’t fear the reapers (of high profit)
History shows that momentum-driven markets don’t necessarily lead to market downturns
Building the Blue Economy through the Blue Bond Market
T. Rowe Price and the International Finance Corporation (part of the World Bank Group) are partnering to grow the blue bond market to address the planetary and societal risks posed by the current underfunding of the blue economy. Join our panel of experts as we take a deep dive into the pivotal role that natural capital will play in support of the world’s oceans, clear water, sanitation and net zero targets. To join this event and participate in our Q&A, please register below.
T. Rowe Price: No green without blue: How blue bonds could support climate goals
Water and the pivotal role it plays in absorbing atmospheric carbon dioxide (CO2)—the Earth’s most abundant greenhouse gas (GHG)—cannot be ignored in our journey to achieve net zero1 by 2050. As the famous American marine biologist, Sylvia Earle, would say, “No blue, no green.” Over 70% of the Earth’s surface is covered by water, adding to its role as a driver for planetary health.
T. Rowe Price: Navigating the AI cycle
After a busy schedule meeting with more than 50 technology companies across the US, Asia and Europe, Dom Rizzo summarises his key takeaways, where we are in the AI cycle and why valuations of the Magnificent Seven stocks may need some further context.
T. Rowe Price: Adding emerging market debt exposure? Look to local bonds.
Judging by my conversations with clients around the world in the first quarter of 2024, many investors have realized that they are underallocated to emerging markets in their global fixed income portfolio.
T. Rowe Price: The US economy has defied recessionary fears. What now?
An economic “soft landing” is undoubtedly positive, but there are reasons to be cautious
T. Rowe Price: How aquatic alliances work to support ocean sustainability
The world’s oceans serve critical functions for communities, economies, and ecosystems. But this precious resource faces daunting challenges from climate-related risks, pollution, and overuse. Sustainable development and conservation efforts to combat these challenges are vital. In this special edition, host Nick Trueman is joined by guests from the National Aquarium in Baltimore. John Racanelli (Chief Executive Officer) and Jenn Driban (Chief Mission Officer) discuss the importance of connecting people with water and their vision for a global community of hopeful conservationists.
T. Rowe Price: Vietnam: Asia’s next frontier tiger
Vietnamese stocks appear cheap despite a cyclical recovery, an expanding consumer economy, and a looming upgrade to emerging market status.
T. Rowe Price: Global equity update with David Eiswert
David Eiswert recently travelled to Asia with others on our investment team to meet with companies
T. Rowe Price: Investment implications of generative artificial intelligence
We believe there are compelling reasons why investors should embrace artificial intelligence (AI) as a long?term investment theme.
The Angle from T. Rowe Price
The Angle brings you sharp insights on the forces shaping financial markets. With dynamic perspectives from the T. Rowe Price global investing team and special guests, savvy investors can gain an information edge on today’s market themes. It’s The Angle. Only from T. Rowe Price.
T. Rowe Price: Current market inflation expectations are ridiculous
Raise your hand if you honestly thought year-over-year U.S. headline consumer price index (CPI) inflation would peak in June 2022 at 9.1% and stay above 6% into early 2023. I expect to see very few hands—forecasts for inflation from 2021 through 2023 were wildly inaccurate. Even many central bankers and most economists got it wrong and were forced to rethink long-standing assumptions about inflation. Put your hand down if you even whispered “transitory.”
T. Rowe Price: Global Equities: Our View on Industrials
What we learned from recent meetings with global multi-industrial companies.
T. Rowe Price: Central bank rate-cut pricing is eye-catching but deceiving
Traveling to meet with clients around the globe in early 2024, many have asked me about my outlook for interest rate cuts from developed market central banks. The financial media has devoted much attention to the surprisingly large number of 2024 rate cuts reflected in interest rate derivative markets. Market sentiment shifted dramatically with the dovish pivot from developed market central banks that started with the Federal Reserve in late November 2023 and gained steam in the eurozone and the UK in December and January.
The Angle from T. Rowe Price
The Angle brings you sharp insights on the forces shaping financial markets. With dynamic perspectives from the T. Rowe Price global investing team and special guests, savvy investors can gain an information edge on today’s market themes. It’s The Angle. Only from T. Rowe Price.
Attractive yields but narrow spreads: The credit dilemma
Even after the late-year "Santa" rally, all-in yields in many credit sectors are near multi-decade highs, making it tempting to portfolio managers to have overweight credit allocations to maximize the yield opportunity.
T. Rowe Price: What’s next for AI investing?
Each year for nearly two decades, a large group of T. Rowe Price portfolio managers and analysts have traveled to Silicon Valley to meet with top executives of leading and emerging technology companies. Despite many supplemental trips, the annual tour to what remains the global center for high technology and innovation continues to be one of our most energizing and collaborative outings.