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  • Investing strategies, ideas, and trends from our fund managers.

      Dan Shackelford  

    on October 28, 2014

    With the Federal Reserve poised to end asset purchases soon and begin raising short-term rates by mid-2015, the environment for fixed income investors could become more challenging, but the era of historically low yields may persist longer than expected.

    Finding Firms With Staying Power Worldwide

    September 19, 2014

    With a doctorate in aerospace engineering from Stanford University, Ray Mills is no stranger to complex problems. As a portfolio manager, he puts his analytical skills to good use by identifying and investing in foreign companies for the T. Rowe Price Overseas Stock Fund, which he has managed since its inception in 2006.

    MuniBonds Make A Comeback

    September 19, 2014

    The municipal bond market has strongly rebounded this year after suffering a modest loss in 2013 amid concerns about credit crises in Detroit and Puerto Rico and questions revolving around prospective Federal Reserve monetary policy.

    Encouraging Signs in Health Care Industry

    August 28, 2014

    Usually a defensive sector, health care has been a leading performer in recent years. Nevertheless, highflying biotechnology stocks suffered a steep decline earlier this year. Taymour Tamaddon, manager of the Health Sciences Fund, discusses recent trends and the current outlook.

    A New Way to Capitalize on Asian Equities

    August 28, 2014

    T. Rowe Price has opened a second fund focusing on stocks in Asian markets outside of Japan. The new Asia Opportunities Fund has a strong emphasis on lower-risk, higher-quality equities that can deliver long-term growth.

    Digging Deeper Into Global Investing

    July 25, 2014

    Having recovered from the financial crisis, global stock and bond markets are no longer the bargain they once were, but the general economic backdrop and expectations for a pickup in earnings growth remain supportive for further possible gains, says Charles Shriver, manager of the T. Rowe Price Global Allocation Fund, a globally diversified.

    European Central Bank Encourages Lending

    July 22, 2014

    The European Central Bank's (ECB) latest easing measures are bold, but are they enough to alleviate tight financial conditions and achieve the desired level of inflation in the eurozone? Below, Ken Orchard, T. Rowe Price's portfolio manager of European Fixed Income, discusses the new funding facility, targeted longer-term refinancing operations.

    Opportunities Emerge Despite Ukraine Woes

    June 20, 2014

    With the election of a new president in Ukraine and the recent de-escalation of the crisis there, the Russian stock market has soared over the past month. Ulle Adamson, interim manager of the T. Rowe Price Emerging Europe Fund, expects tensions to continue subsiding and says attractive investment opportunities are emerging.

    Emerging Market Debt Offers Good Value

    June 20, 2014

    After significantly underperforming last year, emerging market bonds have rebounded and become a leading fixed income sector this year. Mike Conelius, manager of the Emerging Markets Bond Fund, says fundamentals and the geopolitical environment are improving in emerging markets and that valuations remain relatively attractive.

    Is the U.S. Manufacturing Sector Rebooting?

    May 23, 2014

    In recent years, companies in a range of industries have decided to move production back to North America, reversing a decades-old pattern of outsourcing to China and elsewhere. Many analysts are hopeful that such "in-sourcing" will help drive U.S. economic growth in the coming years, primarily by boosting manufacturing employment.

    Interpreting Signals From Markets Overseas

    May 23, 2014

    The international investment landscape paints a mixed picture, but there are reasons for optimism. A modest economic recovery continues in Europe as concerns about the sovereign debt crisis have abated. However, European markets have performed well, so valuations are not as compelling but remain reasonable.

    The Staying Power of High-Quality Stocks

    May 20, 2014

    A new T. Rowe Price study found: Over the long run, the highest-quality stocks tended to deliver bigger gains relative to the overall market and to the lowest-quality stocks. The highest-quality stocks built up this advantage particularly by doing better than the broad market and the lowest-quality stocks in down markets.

    Expanding Your Fixed Income Universe

    April 23, 2014

    Bonds had their worst year in recent memory last year, with most sectors recording losses. Performance has rebounded in early 2014, but investors remain on guard as the Federal Reserve pulls back on the stimulus that has helped suppress bond yields.

    The New Face of Corporate Japan

    April 17, 2014

    The weaker yen and the recovery in economic activity have provided the ingredients for Japan's recent stock market success. Evidence of a cultural shift within Japanese corporations is inspiring the next wave of confidence in Japan.

    Retirement Investing Based On Your Needs

    March 19, 2014

    It's a simple but unsettling reality: "Too many individuals are unprepared for retirement," says Jerome Clark, portfolio manager of the Retirement Funds and co-portfolio manager of the Target Retirement Funds. "So it's critical that they understand the risks and choose investments that maximize their opportunity for financial success in retirement."

    A Bright Spot in Global Frontier Markets

    February 24, 2014

    Structural reforms and strong economic growth are fueling equity outperformance and attracting increasing investor interest in the Africa and Middle East region.

    Stronger Earnings Key to European Economy

    February 20, 2014

    Despite market weakness early in the year, the European macroeconomic picture is beginning to improve, as seen by data in manufacturing and other economic indicators. However, European corporate earnings have yet to materially recover.

    Searching Globally for Next Technology Leaders

    December 19, 2013

    The pace of change in the technology sector and the rapid diffusion of innovation necessitate a global search for tomorrow's technology leaders. While U.S. firms are dominant in some areas, leaders in other segments can be found in burgeoning technology centers around the globe that may become the Silicon Valleys of tomorrow.

    Investing in the New Europe

    December 16, 2013

    The T. Rowe Price European Stock Fund (PRESX) is investing in the region's burgeoning recovery. The fund aims to create long-term growth by investing in the common stocks of European companies.

    A Strategy to Maximize After-Tax Returns

    November 13, 2013

    Don Peters, portfolio manager of the T. Rowe Price Tax-Efficient Equity Fund, discusses strategies to minimize capital gains and maximize after-tax returns.

    Small-Caps: Digging Deeper for Opportunities

    November 7, 2013

    When the financial crisis erupted in 2008, small-cap stocks plummeted 35%, marking their worst year since the 1930s. In the market recovery since then, however, they have significantly outperformed large-cap stocks, particularly over the last 12 months.

    Short-Term Options for Bond Investors

    November 1, 2013

    The Federal Reserve's plan to begin "tapering" its asset purchases has heightened concerns among fixed income investors about rising interest rates and consequent bond portfolio losses. Rising interest rates typically lead to higher bond yields and falling bond prices—which lower bond values.

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