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Global Fixed Income

Global Fixed Income markets are at a crossroads. Read our latest insights on the asset class here.

2025 Global Market Outlook

Making the most of the 2025 transition

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Our commitment to Responsible Investing

Global Equities

Looking ahead to keep our clients on the right side of change

This Quarter (Q2 2025) Hide

The AI revolution: Reshaping industries and investment landscapes

The AI revolution: Reshaping industries and...

By Eric L. Veiel

Eric L. Veiel Head of Global Equity

May 2025 / Monthly Market Playbook

Are U.S. Treasuries still a shelter from recession?

Are U.S. Treasuries still a shelter from...

Tariffs and Fed policy uncertainty have undermined the traditional role of U.S.Treasuries.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi‑Asset Division

May 2025 / Ahead of the Curve

Ahead of the curve: Tariffs add to a toxic combination for U.S. Treasur...

Tariffs add to a toxic combination for U.S. Treasuries

Tariffs add to a toxic combination for U.S....

Explore the impact of tariffs on inflation and U.S. Treasury yields.

By Arif Husain

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income

Ausbiz: What's the end game for Trump's tariffs?

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

April 2025 / From the Field

The "Magnificent Seven," equity market concentration, and portfolio str...

The “Magnificent Seven,” equity market concentration, and portfolio strategy

The “Magnificent Seven,” equity market concentrati...

The outook for equity market concentration and how to address it in active portfolios.

By Peter Stournaras

Peter Stournaras T. Rowe Price Cohead of Global Equity Portfolio Management

April 2025 / From the Field

New Integrated Equity Insights Q1 2025: Adapting to structural market...

Adapting to structural market changes

Structural market changes require an understanding of risks and adapting old strategies

By Tedd Alexander, David Corris & Brian Dausch

April 2025 / In the Loop

Tariffs create uneven outcomes, but they can also present opportunities

Tariffs create uneven outcomes, but they...

Tariffs create uneven outcomes, but policy changes present opportunities for active...

April 2025 / From the Field

Charting progress: As bond issuance climbs, what's next for the blue...

Charting progress: As bond issuance climbs, what’s next for the blue economy?

Charting progress: As bond issuance climbs,...

While blue bonds are still a relatively nascent type of sustainable debt, the market...

By Willem Visser

Willem Visser Sector Portfolio Manager, Impact and Emerging Markets

April 2025 / From the Field

Five rules for investing in volatile times

What past crises can teach us about investing during market stress

By Justin Thomson

Justin Thomson Head of the T. Rowe Price Investment Institute

April 2025 / From the Field

A closer look at the diversification potential of private assets

A closer look at the diversification potential...

Private assets can enhance multi-asset portfolios. However, careful risk analysis...

By Robert Panariello & Som Priestley

April 2025 / From the Field

The losers and (relative) winners of Trump’s shapeshifting tariff war

The losers and (relative) winners of Trump’s...

The proposed levies will hit hard if imposed after the 90-day pause

By Christopher J. Kushlis

Christopher J. Kushlis Sovereign Analyst

April 2025 / In the Loop

What’s behind the U.S. Treasury market’s roller coaster ride?

What’s behind the U.S. Treasury market’s...

Abrupt moves in the wake of the tariff announcement garner significant attention.

By Adam Marden & Pranay Subedi

April 2025 / From the Field

Will we escape the non-U.S. stocks value trap?

Will we escape the non‑U.S. stocks value trap?

Will we escape the non‑U.S. stocks value...

European stimulus could be a game changer for undervalued non-U.S. stocks.

By Sébastien Page

Sébastien Page Head of Global Multi Asset and Chief Investment Officer

Event Summary: Navigating Through Global Market Turbulence

Event Summary: Navigating Through Global...

By Multiple Authors

April 2025 / From the Field

What tariffs could mean for your wealth

The “Liberation Day” announcements have unleashed a maelstrom.

By Justin Thomson

Justin Thomson Head of the T. Rowe Price Investment Institute

April 2025 / In the Loop

Trump’s tariffs: More detail, less certainty

Economic pain eventually could lead to tariff relief, but a return to normal seems...

By Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, U.S. Equity Division of T. Rowe Price Investment Management, Inc.

April 2025 / Monthly Market Playbook

Tariffs: What investors need to know

Explore the potential effects of expanded tariffs on U.S. and global markets.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi‑Asset Division

April 2025 / From the Field

The power of a global multi-sector bond solution in today's markets

The power of a global multi-sector bond solution in today’s markets

The power of a global multi-sector bond solution...

The ability to invest in multiple sectors offers potential income and diversification...

By Kenneth A. Orchard & Vincent Chung

Previous Quarter (Q1 2025) Hide

Global Multi‑Sector Bond Strategy

Strategy Focus

By Kenneth A. Orchard

Kenneth A. Orchard Lead Portfolio Manager, Head of International Fixed Income

March 2025 / From the Field

Will President Trump's reshoring policies fuel an industrial accelerati...

Will President Trump’s reshoring policies fuel an industrial acceleration?

Will President Trump’s reshoring policies...

New policy measures could provide the catalyst to address long-term trends.

By Peter J. Bates

Peter J. Bates Portfolio Manager, Concentrated Global Equity Strategy

March 2025 / Ahead of the Curve

Ahead of the Curve: A contrarian scenario comes true on remarkable Germ...

A contrarian scenario comes true on remarkable German fiscal push

A contrarian scenario comes true on remarkable...

Germany’s fiscal expansion reshapes global bond markets.

By Arif Husain

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income

Meet the Manager: Iona Dent, Associate Portfolio Manager, Global Growth...

Meet the Manager: Iona Dent, Associate Portfolio...

By Iona Dent

Iona Dent Associate Portfolio Manager, Global Growth Equity Strategy

March 2025 / From the Field

CryptoFOMO: Are digital assets becoming a risk‑off trade?

CryptoFOMO: Are digital assets becoming a...

A neophyte’s guide to cryptocurrencies.

March 2025 / From the Field

Uncertainty heightens the need for active fixed income management

Uncertainty heightens the need for active...

Explore how active bond management can thrive in the new investing paradigm of higher...

By Christopher Dillon & Brian Weaver

March 2025 / From the Field

In a world of flux, fundamentals (and active stock-picking) matter

In a world of flux, fundamentals (and active stock picking) matter

In a world of flux, fundamentals (and active...

Durable, compound growth companies look best placed to navigate the near-term landscape.

By Justin P. White

Justin P. White Portfolio Manager, US All‑Cap Opportunities Equity

March 2025 / From the Field

How will a rising 10-year Treasury yield impact other assets?

How will a rising 10‑year Treasury yield impact other assets?

How will a rising 10‑year Treasury yield...

Floating rate loans appear well-positioned to benefit from rate rises

By Sébastien Page

Sébastien Page Head of Global Multi‑Asset and Chief Investment Officer

March 2025 / From the Field

AI²: How radical innovations are revolutionizing tech and health care

AI²: How radical innovations are revolutionizing...

Twin developments are transforming the investment landscape.

By Nabil Hanano & Dominic Rizzo

March 2025 / From the Field

Why fixed income is attractive for investors moving out of cash

Why fixed income is attractive for investors...

Elevated bond yields offer an appealing opportunity to lock in income.

By Kenneth A. Orchard & Vincent Chung

March 2025 / From the Field

Where can investors find defensive assets in today’s evolving markets?

Where can investors find defensive assets...

Explore top defensive assets for today's changing market landscape.

By Arif Husain, Sébastien Page & Adam Marden

March 2025 / In the Spotlight

How wildfires highlight the links between marine and terrestrial ecosys...

How wildfires highlight the links between marine and terrestrial ecosystems

How wildfires highlight the links between...

Wildfires’ impacts stretch beyond land to the oceans—posing a threat to the blue...

By Willem Visser & Duncan Scott

March 2025 / Monthly Market Playbook

Have we reached peak U.S. exceptionalism?

Future earnings growth may not support a valuation premium for U.S. over non-U.S....

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi‑Asset Division

March 2025 / From the Field

"Uneasy equilibrium" creates an opportunity in global fixed income

"Uneasy equilibrium” creates an opportunity in global fixed income

"Uneasy equilibrium” creates an opportunity...

With the U.S. economy in an uneasy equilibrium, global fixed income offers appealing...

By Kenneth A. Orchard & Vincent Chung

March 2025 / From the Field

Perspectives on securitized credit

2024 Q4: Securitized credit market performance remained solid in the fourth quarter...

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

March 2025 / From the Field

Growth or value? Why choose when you can have core?

Growth or value? Why choose when you can...

Making stock selection the main driver of excess returns.

By Peter J. Bates

Peter J. Bates Portfolio Manager, Concentrated Global Equity Strategy

April 2025 / From the Field

U.S. policy under Trump: What investors need to know