Thinking | T. Rowe Price

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This Quarter (Q1 2026) Hide

January 2026 / From the Field

Why The AI Capex Cycle Is Built To Persist

Why the AI capex cycle is built to persist

The scale of the artificial intelligence (AI) capex cycle can continue for the next...

By David J. Eiswert

David J. Eiswert Portfolio Manager

January 2026 / From the Field

Three imperatives in a new era for global retirement

Three imperatives in a new era for global...

Discover what we’re doing to build a more confident retirement future.

By Robert W. Sharps

Robert W. Sharps Chair of the Board, Chief Executive Officer and President

January 2026 / In the Loop

Greenland tensions: New tariff and trade worries for global markets

Greenland tensions: New tariff and trade...

Geopolitical tensions over Greenland, alongside tariff and trade concerns, has reignited...

Global Asset Allocation: The View from Europe

Global Asset Allocation: The View From Europe

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head, Global Investment Solutions, EMEA

January 2026 / From the Field

Why the stock market could broaden sustainably beyond U.S. large-cap...

Why the stock market could broaden sustainably beyond U.S. large-cap growth

Why the stock market could broaden sustainably...

The AI arms race could contribute to a sustainable broadening in the equity markets.

By Tedd Alexander, David Corris & Brian Dausch

January 2026 / Ahead of the Curve

Yields poised to increase as global competition for capital endures

Yields poised to increase as global competition...

Explore why rising yields, robust U.S. growth, and volatility could shape fixed income...

By Arif Husain

Arif Husain Head, Global Fixed Income and CIO

Monthly Asset Allocation Update – January 2026

Monthly Asset Allocation Update – January...

Our latest market perspectives and portfolio positioning insights

By Yoram Lustig

Yoram Lustig Head, Global Investment Solutions, EMEA

5 January 2026 / In the Spotlight

Venezuela: Implications for Markets

Initial impacts on markets from U.S. military intervention in Venezuela

Previous Quarter ( ) Hide

December 2024 / From the Field

A deeper look at flexible credit strategies and the critical role of...

A deeper look at flexible credit strategies and the critical role of manager...

A deeper look at flexible credit strategies...

Multi-asset credit strategies leverage flexibility to different degrees. Learn how...

By Camila Henao Arbelaez, Som Priestley & Christopher Tarui

6 December 2024 / From the Field

Growth or value - Why choose when you can have core

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

November 2024 / From the Field

Disciplined investing amid a dynamic US market environment

Disciplined investing amid a dynamic U.S. market environment

Disciplined investing amid a dynamic U.S....

Looking toward 2025, U.S. equity market returns are likely to be harder earned.

By Justin P. White

Justin P. White Portfolio Manager

November 2024 / On the Horizon

AI’s “easy money” era is over, but rich opportunities remain

AI’s “easy money” era is over, but an abundance of opportunities remain

AI’s “easy money” era is over, but an abundance...

Artificial intelligence is set to be one of the biggest productivity enhancers for...

November 2024 / On the Horizon

Mapping the path from slowdown to recovery

The world is transitioning to manufacturing-led growth.

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

27 August 2024 / From the Field

Could GLP-1s help rebalance the food trilemma?

Anti-obesity medications could play a key role in balancing the food trilemma.

By Maria Elena Drew & Daniel Ryan