T Rowe Price

Easing trade tensions between the U.S. and China should benefit Japan’s open economy amid a recovery in foreign demand...

Different markets are sending varying signals about the health of the global economy. Investors should not take unnecessary risks, but we still see select opportunities.

We are a long way into the longest economic cycle on record. Although there appears to be a low risk of recession in the short term, the risk has been increasing and central banks are talking about interest rate cuts to support the economy

Central banks are moving to support economies, but where to now for the markets – and what does this mean for investors?

Some asset classes have heightened valuations after a decade of strong market returns, making active security selection crucial over the coming decade.

Trade fears could point to a volatile period ahead with U.S.-China relations likely to be a significant influence on the performance of the global economy over the next few years

Many investors associate Asia ex-Japan with high-growth, higher-risk investing, which can mean some good-quality, growth-compounding companies are overlooked.

A dovish Fed, record negative-yielding debt, and Facebook’s Libra proposal have helped revive interest in cryptocurrencies.

Fueled by credit and reenforced by new technologies, an accelerated range of disruptive trends have continued to transform industries and economies.

The new Reiwa imperial era in Japan has been warmly welcomed, representing a symbolic reset for the country following the beleaguered 30‑year Heisei era. Structural market reform in Japan over the past decade is translating into higher company profitability and greater returns for investors. However, Japanese equity market valuations remain cheap. In our view, this presents an attractive entry point to access Japan’s long‑term potential.

New UK Prime Minister Boris Johnson has vowed to deliver Brexit by the October 31 deadline, “do or die.” This will not be easy given that Johnson faces the exact same impasse that led to the downfall of Theresa May: The UK Parliament has rejected the withdrawal agreement that May struck with the European Union (EU), the EU has stated firmly that it will not renegotiate that agreement, and the majority of members of Parliament (MPs) remain opposed to the UK leaving the EU without a deal being agreed upon.

One of the biggest misconceptions about emerging market (EM) equities is that value opportunities are few and far between. This is not surprising, given EMs tend to be associated with high growth investing. Indeed, analysis of the EM equity investment universe (Figure 1) confirms this heavy bias, with 87% of all active money invested in either core or growth EM portfolios. Meanwhile, just 13% of all active money is invested in EM value strategies.

David Eiswert, who has managed the Global Focused Growth Equity Strategy since October 2012, recently discussed his investment career at T. Rowe Price, his approach to researching investment opportunities, and the importance the firm places on research and collaboration to serve clients well.

Investors would do well to invest in a way that is aligned with the monetary policy trajectory of the Fed.

Authorities have made progress in addressing the structural challenges facing the Japanese economy. Companies are transforming business practices and improving governance standards, which is likely to lend valuation support to Japanese equities. An environment of robust global growth should help the best of corporate Japan perform reasonably well

After equity markets enjoy a strong start to the year, Nick Samouilhan draws on some wisdom from Ancient Rome

PM David Eiswert says it’s becoming increasingly valuable to own disruptive companies gaining market share, even if they trade at a premium.

Nick takes apart a famous literary quote – “If we want things to stay as they are, things will have to change” – to explain why investors need to re-examine their investment approach.