Personal Finance

Summer 2017 Issue: T. Rowe Price Report

The latest edition of the T. Rowe Price Report is now available.

Key Points

  • Global monetary policies, while diverging, remain generally supportive of markets.
  • The pace of emerging markets growth has slowed, but these markets remain a growth story.
  • Active management is central to T. Rowe Price’s target date funds, and the outperformance demonstrated in our study was primarily driven by positive contributions from active security selection and tactical asset allocation.
  • New study of bear markets affirms guidance of 4% initial withdrawal.
  • Read the Summer 2017 issue of the T. Rowe Price Report.

Inside This Issue:

  • The Outlook at Midyear: Moderating Portfolio Risk
  • Expansion Continues, but New Caution Signs Crop Up Across the World
  • Mid-Cap Value Stocks: A Fund Manager Looks for “Jewels in the Rubble”
  • Muni Bonds Face Tax Reform Risks, but Opportunities Are Still Available
  • Active Approach to Managing Target Date Funds Has Outperformed
  • And More...

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