Content (41)
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White papersInflation Likely to Accelerate: A Non-consensus View
Inflation is usually suppressed after recessions, particularly a deep one like the one caused by the coronavirus. Forward inflation swaps are pricing a muted inflation recovery.
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Three Reasons Why Pent-Up Demand Is Not a Growth Panacea
Investors hoping that pent-up demand will fuel a sustained post-coronavirus economic recovery in Europe may end up disappointed.
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Leveraging a Diversity of Perspectives on Rising Rates
T. Rowe Price investment professionals have varying views on the recent increase in Treasury yields but expect an atypical economic rebound later in 2021.
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Seeking Alpha in Emerging Markets Corporate Debt
Emerging markets corporate debt presents attractive alpha opportunities across cycles.
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Investing in a Pandemic: Lessons Learned and What’s Next
The crash a year ago created tremendous opportunities as price levels became disconnected from longer-term prospects.
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Vaccine Progress Hands UK Economic Boost Over EU
The UK’s rapid progress in vaccinating its citizens against the coronavirus may help its economy to outperform the European Union’s for at least the first half of this year.
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Why the Time Is Right to Consider Investing in Emerging Market Local Debt
Emerging market local debt is often overlooked in fixed income and multi-asset portfolios as investors regard it as too risky. However, as the global economy begins to recover from damage inflicted by the coronavirus, we believe that EM local bonds can play an important role in portfolios as an income-generating growth asset.
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Pleasant Recession, Unpleasant Recovery
During normal recessions, pent-up demand for capital expenditure and durables build as the economy goes through a downturn. However, given the amount of income smoothing that the government has undertaken today, I believe there is less pent up demand, so in my view, the fiscal consolidation in 2022 and beyond is going to feel rough.
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U.S. High Yield Bonds Should Benefit From Improving Fundamentals
The U.S. high yield bond market offers an attractive combination of higher income and lower interest rate sensitivity relative to investment-grade bonds. We expect defaults in the asset class to decrease to below longer-term averages in 2021 amid the expected economic reopening and improving fundamentals.
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Investing in the Infrastructure Behind the Digital Economy
We like firms supplying “picks and shovels” for the rush online
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Melting Permafrost Poses Challenge For Arctic Companies
Climate change risks are rising for Russian industrial companies.
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Five Diversification Ideas For UK Investors in 2021
Diversifying differently will be a key theme this year
