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This Quarter (Q4 2018) Hide
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Our recent visit was centred around a major conference, allowing the team to meet a number of key public companies. Read More...
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Themes, trends and adoption do not happen in a vacuum, and our research platform can help identify which companies can benefit. Read More...
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Recent headlines have linked the inverting US yield curve to an impending recession, but what can we actually take away from it? Read More...
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Conventional wisdom believes that current Fed policy is “loose to neutral,” but data suggest that it is tighter than that. Read More...
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Recent weakness within equity markets has focused investors on whether the aging bull can keep staring down an “end of cycle” bear case. Read More...
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE POINT - IN BRIEF
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As we head toward 2019, we highlight some investment ideas to help navigate the key market forces. Read More...
INVESTMENT APPROACH
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The macro outlook in China continues to dominate investor thinking, with concerns focused on slowing economic growth. Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
POLICY INSIGHTS
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Two fundamentals of equity markets are key to understanding why this equity bull market may have further to run. Read More...
PRICE POINT - IN BRIEF
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Our Emerging Markets Value Equity Strategy passed its three-year anniversary and I am seeing more opportunities now than at any other time. Read More...
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What can the WWII process for assessing fighter plane damage teach us about fund selection today? Read More...
PRICE POINT - IN BRIEF
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There is a trend towards passives when investing in Japanese equities, which - ironically -makes Japan an even more compelling proposition for active managers. Read More...
PRICE POINT - IN BRIEF
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How should bond investors approach markets such as Turkey and Argentina? Read More...
PRICE POINT - IN BRIEF
POLICY INSIGHTS
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Mike Della Vedova addresses four frequently asked questions about the prospects for European high yield over the rest of the year. Read More...
PRICE POINT - IN BRIEF
Previous Quarter (Q3 2018) Hide
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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The US Treasury yield curve has recently flattened and may soon invert. What does this mean for the economy and how should investors prepare? Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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What does the recent shift in policy mean for bond investors? Read More...
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Following MSCI’s announcement that Argentina and Saudi Arabia will be included in its Emerging Markets Index, investors have expressed concern about the impact on frontier markets. Read More...
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With the U.S. economic expansion now in its 10th year, many are asking: Just how long can the good times roll? Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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The 'size premium' is still expected by some investors, but can it still be considered a rule of thumb given small caps have not outperformed for over a decade? Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE POINT - IN BRIEF
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The global economy is weakening on the back of the rising oil price, trade fears, reduced capex and Chinese deleveraging. Read More...
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U.S. high yield has performed well this year, delivering positive returns at a time when other fixed income sectors have declined. However, we are cautious about the asset class. Read More...
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The question of whether or not to hedge foreign currency exposure has grown more complicated. Is there a new rule of thumb? Read More...
PRICE POINT - IN BRIEF
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Demand for 'new economy' sectors has driven valuations of high-growth EM companies to historical highs. What might prompt a reversal of fortune? Read More...
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Six months ago, valuations of US small caps were well ahead of their historical average. But the picture has improved, with new opportunities yielded by market volatility. Read More...
Q2 2018 Show
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In light of Saudi Arabia’s MSCI upgrade, Oliver Bell takes a closer look at some of the country’s untapped investment opportunities. Read More...
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The rally in US growth stocks is more than just a FAANG story. Taymour points to four diversified sources of alpha flying below the radar. Read More...
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Growth stocks have been fuelled by a number of factors unique to this economic cycle, but a shift in conditions may see a value comeback. Read More...
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While the outlook for Asia is positive, near-term headwinds are growing. Against this backdrop, fundamental investment research is key. Read More...
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Patience is the perennial friend of the value investor. Read More...
PRICE POINT - IN BRIEF
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On a price-to-earnings basis, global equity valuations haven’t actually risen over the past two years. Read More...
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We remain confident in the long term outlook for companies that are on the right side of change. Read More...
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The prospect of a populist coalition in the third-largest euro-area economy has rattled the markets. But Italy is financially stronger than it was in 2011. Read More...
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In recent years the Japanese economy has gone from strength to strength. What is behind the economic expansion, and what lies ahead? Read More...
PRICE POINT - IN BRIEF
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With several indicators pointing to the end of the global economic expansion, what should investors expect next? Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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The dollar changed direction in April. The big question now is whether this is the beginning of a new trend. Read More...
PRICE POINT - IN BRIEF
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On-the-ground fixed income research in central and Eastern Europe Read More...
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A confluence of factors looks set to make the European high yield sector ripe for investment Read More...
PRICE POINT - IN BRIEF
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Emerging Markets Diary - March 2018 Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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Valuations, inflation, recession. Where next for the U.S. equity market? Read More...
PRICE POINT - IN BRIEF
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US President Donald Trump’s experiments in trade warfare could influence correlations between equities and fixed income. Read More...
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US high yield corporate bonds can be a useful complement to other high yield strategies. Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
Q1 2018 Show
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Having an informed view on where Treasury yields “should” be is an important guide to decision making — especially if fair value is out of line with market pricing. Read More...
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U.S. equity markets in general appear fully valued, but we don't think that necessarily precludes stocks from further gains. Read More...
POLICY INSIGHTS
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Investors should consider having some protection in their portfolios Read More...
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With volatility subsiding, will issuers seize the opportunity to come to market? Read More...
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A rise in inflation and tighter monetary policy certainly could be a risk to “goldilocks” but some injection of uncertainty feels normal as well as healthy. Read More...
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Is the environment evolving into a state that could potentially be more constructive for value investors? Read More...
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For bond investors, caution could pay off in 2018. Read More...
PRICE PERSPECTIVE - IN DEPTH
PRICE PERSPECTIVE - IN DEPTH
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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We brought forward our trip to South Africa where political developments could have positive effects for neighbouring countries Read More...
POLICY INSIGHTS
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The growth of the information technology sector within emerging markets has been quite remarkable in recent years. Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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Our biggest wish of all this year is for the positive recent political developments in Africa to lead to a real reversal of economic fortunes. Read More...
PRICE POINT - IN BRIEF
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The T. Rowe Price Emerging Markets Equity team reports back from their reserarch trip to Turkey, while our Frontiers team update on Saudi Arabia. Read More...
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Key risks, trends and growth drivers in 2018. Read More...
INVESTMENT VIEWPOINT
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With a new year underway, here's a five-point guide for what's in store for European high yield markets Read More...
PRICE POINT - IN BRIEF
Q4 2017 Show
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We highlight our favoured areas and the key events to watch across frontier markets in 2018 Read More...
GLOBAL ECONOMY
US EQUITIES
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
GLOBAL EQUITIES
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The markets give, and the markets take away, and this has been a year when markets have given little joy to value investors. Read More...
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Despite the likely evolution of the equity cycle and the injection of some complexity, we have been cautiously optimistic, and remain so. Read More...
GLOBAL FIXED INCOME
GLOBAL ECONOMY
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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Valuations may look expensive, but there are a number of factors supporting the sector. Read More...
PRICE POINT - IN BRIEF
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The upcoming ANC leadership election in South Africa offer potential for a positive market trigger where equities are pricing in little chance of a reformist outcome Read More...
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
ASSET ALLOCATION VIEWPOINT
PRICE POINT - IN BRIEF
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The global economy appears to be on a steady course at present, but dangers loom on the horizon Read More...
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Is the collapse of the “wall of worry” in 2017 the beginning of the end for a monumentally old bull market? Read More...
Q3 2017 Show
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Finding Value in Emerging Markets Read More...
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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Assessing the technicals, fundamentals and valuations of the market Read More...
PRICE POINT - IN BRIEF
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Botswana’s economy faces challenges, but we see definite improvement Read More...
PRICE POINT - IN BRIEF
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The untapped potential of Sri Lanka Read More...
PRICE POINT - IN BRIEF
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Could the prospect of rising inflation change the economic regime and, at worst, end the equity cycle? Read More...
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Low headline volatility disguises some big return spreads and a meaningful shift in the market fabric. Read More...
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE PERSPECTIVE - IN DEPTH
MARKET COMMENTARY - FIXED INCOME
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
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One interesting characteristic of the China A-share market is that there is currently very little correlation between valuation and quality. Read More...
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As more countries move along the path to prosperity, who will be next and how will the frontier universe evolve going forward? Read More...
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In some ways, today's risk environment feels like the runup to the Global Financial Crisis Read More...
ASSET ALLOCATION VIEWPOINT
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After a great run for risky assets, especially in emerging markets, the mood music has started to change Read More...
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We believe a cautious approach is justified by the current risk environment. Read More...
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Despite the proximity of the three countries, the drivers of each economy are different. Read More...