An economic “soft landing” is undoubtedly positive, but there are reasons to be cautious
Tailwinds are gathering to support another major leap
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.
Central bank rate-cut pricing is eye-catching but deceiving
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.
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. But credit spreads are relatively narrow and the distinct risk of an economic or financial market recession looms eventually, so managers might opt to underweight credit sectors.
Where we see opportunities in Asia ex-Japan equities
Europe must tread a fine line to avoid stagnation
Reasons for caution and optimism as we enter a new economic regime
And without a significant increase in risk?
An uptick in some prices could mean higher rates for longer
A flood of new global sovereign debt will affect market dynamics
Turnaround factors are forming to support emerging markets
The consensus view shift toward a mild downturn looks misplaced
Competition with China and consumer safety are key themes
Time to rethink fixed income portfolio
Now is not the time to wait on the sidelines
Hawkish stances risk overtightening and causing recession
The sector is in better health than prior to previous slowdowns.
Our investment framework is constantly adapting to the challenges of change