Featured White Papers from T. Rowe Price
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February 07, 2020
We believe that bonds will continue to provide benefits in terms of both portfolio diversification and return. However, with absolute yields at low or even negative levels in some markets, these benefits may be muted relative to historical patterns. These dynamics heighten the need to take an active, global approach to a fixed income allocation.
January 21, 2020
Central bank accommodation appears to have put the global economy on a reflationary course. Low or negative yields pose duration risks, but potential opportunities can still be found in credit sectors. We expect technology to continue to disrupt global sectors and industries. Geopolitical events could be triggers for market volatility in 2020.
October 21, 2019
Internet retailers are fundamentally disrupting the traditional retail industry. This trend toward e-commerce is having a profound impact on some segments of the fixed income markets, with commercial mortgage-backed securities (CMBS) and corporate debt issued by retailers and real estate investment trusts (REITs) feeling the most meaningful effects.
October 01, 2019
A growing number of companies are facing secular risks that could impair their long-term growth prospects. While this trend poses challenges for many traditional issuers of high yield bonds, it is also creating a new generation of companies in the high yield market that offer attractive opportunities.
December 04, 2018
Volatility in emerging markets (EM) is to be expected when global conditions shift. Sell-offs in EM can be a good time to be contrarian by differentiating between the casualties and the survivors. We believe that identifying the different stages to a crisis and looking closely at troubled countries such as Turkey and Argentina can reveal opportunities to take advantage of potential recoveries.
November 06, 2018
The next few years are likely to see a flow of money away from financial assets, hitting returns and leading to a spike in volatility. Emerging markets offer some attractive valuations at present, and the U.S. economy looks to be in good shape but may face headwinds further down the road.
October 01, 2018
U.S. Treasuries have traditionally been regarded as the ultimate “flight to quality” asset, but it is unclear whether they will be so in future. One reason for this is that issuance is threatening to outstrip demand; another is that the traditional negative correlation between Treasuries and equities appears to be breaking down.
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