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Investing in a post-globalisation world
2025 Midyear Market Outlook
Trade policy upheaval has put deglobalization and market shifts into overdrive. Our investment experts delve into understanding theemerging risks—and opportunities—for investors in the second half of 2025.
Markets and Economy
Weekly Market Recap
Our Multi-Asset Solutions team produce a weekly market recap which aims to summarise the previous week’s major events and developments that may impact markets.
Ahead of the Curve
A view from global fixed income
Read the latest monthly insights from our Fixed Income CIO, Arif Husain
In the Spotlight
The Angle Podcast
The Angle podcast brings you sharp insights on the forces shaping financial markets. With dynamic perspectives from the T. Rowe Price global investing team and special guests, curious investors can gain an information edge on today’s evolving market themes. Better questions, better insights. The Angle - only from T. Rowe Price.
From the Field
Analysts's Notebook
The Analyst’s Notebook platform is here to provide investors with unparalleled access to our analysts’ research process and share their powerful insights on key industries, emerging technologies, and capital markets.
Latest Insights
143 insights
Jun 2025 · From the Field
An anatomy of tariffs: History, theory, and prognosis
Lessons for navigating an era with higher trade barriers
Jun 2025 · On the Horizon
Summary with Investment Specialist Ritu Vohora
Jun 2025 · From the Field
Policy risk in U.S. health care: Impacts less than feared despite the noise
With any new administration comes policy risk. For the U.S. health care sector, this risk tends to be magnified.
Jun 2025 · Monthly Market Playbook
Caution: Stocks could face speed bumps ahead
U.S. equities have rallied due to decreased tariff fears. But we remain cautious.
Jun 2025 · On the Horizon
Inflation protection and equity diversification to drive asset allocation
Previously unfavored assets are becoming more attractive
Jun 2025 · On the Horizon
Bonds with credit risk may outperform government debt
Tariffs and German fiscal reform have shifted bond landscape
Jun 2025 · On the Horizon
Equity markets to broaden further
An expanding opportunity set is expected to occur within the U.S. and overseas
Jun 2025 · On the Horizon
Trump's tariffs will hit the U.S. economy hardest in the near term
No region will be unaffected in battle of heavyweights
Jun 2025 · Ahead of the Curve
U.S. dollar negatives to take precedence in longer run
Explore the evolving dynamics impacting the U.S. dollar's future.
Jun 2025 ·
US Value with Caleb Fritz
May 2025 · From the Field
Beyond sequencing risk: Dynamic withdrawals for retirement
We believe dynamic withdrawal strategies can help improve retirement outcomes.
May 2025 · From the Field
Safe havens in 2025? It's a complicated relationship
Explore risk-hedging opportunities in an increasingly complicated market environment.
May 2025 · From the Field
Dynamic markets may favor a hybrid of active and passive investing
An active-enhanced index strategy has the potential to add value in a variety of environments.
May 2025 · In the Spotlight
A five-dimensional framework for retirement income needs and solutions
A new tool to help DC plan sponsors evaluate retirement income solutions for their participants.
May 2025 · From the Field
Partnering for impact and innovation: A closer look at impact outcome bonds
Partnering with supranational organizations can play a key role in accessing innovative deals.
May 2025 · From the Field
Perspectives on securitized credit
Securitized credit markets posted relatively resilient performance in the first quarter of 2025.
May 2025 · In the Loop
U.S. economy at a crossroads: Inflation, trade realignment, and the road ahead
Fiscal stimulus should be supportive, but inflation and trade uncertainties remain key risks.
May 2025 · From the Field
How to effectively manage interest rate risk in today’s world
With volatility likely to persist, an active approach remains critical.
US Equities
Expert analysis. Better decisions.
Our success in US Equities is driven by 87 years of expert analysis. We’re constantly asking the right questions to the right people, to make better investment decisions.
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