Investment insights: Today’s equity, fixed income, and multi-asset opportunities

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View all insights or filter by category

View all insights or filter by category

Equity

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From the Field

Disciplined investing amid a dynamic U.S. market environment

Moving forward, U.S. equity returns are likely to be harder earned. But for disciplined, process-driven investors who stay anchored to fundamentals, this environment provides opportunity. Read More

From the Field

Unlocking opportunities: Market broadening and a new chapter for emerging markets

Although still in its infancy, the broadening of equity returns beyond the “Magnificent Seven” looks set to continue into 2025. Read More

From the Field

Discover the possibilities of an active technology ETF

An overview of opportunity areas within global technology and the importance of active management for investors seeking exchange-traded fund exposure. Read More

From the Field

International small-caps: Unlocking the value in this unloved asset class

International small-cap stocks have lagged their large-cap peers for several years, but they seem well positioned to return to historical outperformance. Read More

From the Field

Looking for durable, needle-moving growth in the AI tech stack

Portfolio Manager Paul Greene explains how he looks for special companies that he thinks can retain a significant share of the economic value created by artificial intelligence. Read More

On the Horizon

Value and small-caps could power international equities

Discover why we believe 2025 will bring a broadening opportunity set in international equity markets, particularly in value and small-cap stocks. Read More

On the Horizon

Rate cuts provide opportunities for U.S. small-caps and financials

We expect the opportunity set in U.S. equities to expand in 2025, favoring small-caps and value stocks and sectors including financials and energy. Learn why. Read More

On the Horizon

Weaker growth and lower rates set to open up private markets

A more challenging rate environment and the Fed's rate-cutting cycle should open up opportunities for private market investors in 2025. We explain why here. Read More

On the Horizon

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

Investors seeking to navigate the next phase of the artificial intelligence investment cycle should look for key tech firms that are innovating within growth markets. Discover why here. Read More

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Fixed Income

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On the Horizon

Webinar replay: 2025 Global Market Outlook

On the Horizon

Finding income in high yield bonds, bank loans, and emerging markets

Find out why we believe non-investment-grade bonds and emerging market corporate bonds offer attractive yield opportunities in 2025 even if government bonds decrease. Read More

From the Field

Active fixed income ETFs have the potential to outperform

T. Rowe Price uses its proprietary research to offer a suite of actively managed fixed income ETFs that have the potential to deliver alpha for investors. Read More

From the Field

Why it’s time to consider moving out of cash and into fixed income

Fixed income is an attractive place to redeploy cash, particularly for investors seeking to lock in income as bond yields remain elevated. Read More

From the Field

Fed’s focus on jobs is leading to bond market normalization

The Fed’s focus has shifted from fighting inflation to maintaining full employment, marking a normalization that we believe bodes well for fixed income assets. Read More

From the Field

Cash conundrum: Why the Fed’s cut is a game changer

Learn how the Fed’s rate cut impacts yields and explore opportunities in low duration bonds. Read More

From the Field

Could a 5% 10-year Treasury yield be around the corner?

Explore why the 10-year U.S. Treasury yield might jump to 5% amid rising fiscal spending and Fed quantitative tightening. Read More

From the Field

Free Talk: From market risks to fixed income alpha

From the Field

The Fed’s big cut may favor high yield bonds

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Multi-Asset

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Featured | Asset Allocation

Asset Allocation Viewpoints

In the current investing environment, discover how our Asset Allocation Committee is positioning its portfolios. Read More

On the Horizon

Webinar replay: 2025 Global Market Outlook

Asset Allocation

Asset Allocation Viewpoints

In the current investing environment, discover how our Asset Allocation Committee is positioning its portfolios. Read More

From the Field

Can you trust recession forecasts?

Pandemic normalization, aggressive fiscal spending, and preemptive Fed cuts may help the U.S. economy avoid a recession. Read More

From the Field

A new rate regime calls for a closer look at your investment game plan

From the Field

Contrarian Views Highlight Overlooked Investment Opportunities in Utilities

Utilities have traditionally been seen as a low-growth, defensive play but may now offer underappreciated long-term, risk-adjusted returns. Read More

Asset Allocation

Webinar Replay: Q4 '24 Asset Allocation Viewpoints

From the Field

Cutting cycles and learning to love bonds again

With the Fed widely expected to cut rates in September, we looked at how different asset classes performed during past cutting cycles. Read More

From the Field

Our fixed income design added value for retirement investors

A review of fixed income enhancements in our target date designs shows that they yielded tangible benefits in portfolios at or beyond their target dates. Read More

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Investment Research Tool

Go from intention to action

Find a specific investment or research our range of equity, fixed income, and multi-asset solutions.

Target Date

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From the Field

Can you trust recession forecasts?

Pandemic normalization, aggressive fiscal spending, and preemptive Fed cuts may help the U.S. economy avoid a recession. Read More

From the Field

A new rate regime calls for a closer look at your investment game plan

From the Field

Contrarian Views Highlight Overlooked Investment Opportunities in Utilities

Utilities have traditionally been seen as a low-growth, defensive play but may now offer underappreciated long-term, risk-adjusted returns. Read More

Asset Allocation

Webinar Replay: Q4 '24 Asset Allocation Viewpoints

From the Field

How we design a blend solution for target date investors

We've built a target date solution that blends passive and active investments while maintaining the benefits of active management. Read More

From the Field

Cutting cycles and learning to love bonds again

With the Fed widely expected to cut rates in September, we looked at how different asset classes performed during past cutting cycles. Read More

From the Field

Our fixed income design added value for retirement investors

A review of fixed income enhancements in our target date designs shows that they yielded tangible benefits in portfolios at or beyond their target dates. Read More

In the Spotlight

Make it personal: The next chapter for target date solutions

Personalized target date solutions that incorporate an individual’s financial realities as participants near retirement could help improve participant outcomes. Read More

From the Field

How healthy is the U.S. labor market?

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ESG

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From the Field

Increased climate oversight in Europe: A competitive challenge for banks

European banks may face higher climate-related capital requirements due to increased regulatory oversight. Read More

From the Field

Linking corporate profits with natural capital in the Amazon rainforest

Deforestation in the Amazon is an extremely complex issue. A combination of quantitative data, fundamental research, and stewardship activities has helped us assess the potential financial risks to companies with exposure to beef production in the Amazon. Read More

From the Field

Could GLP-1s help rebalance the food trilemma?

Anti-obesity medications could play a key role in balancing the food trilemma but may also have broad implications that alter public attitudes toward food and obesity. Read More

From the Field

Artificial intelligence, health care, and energy transition: Three areas of focus for impact

Artificial intelligence (AI), health care, and the energy transition are key areas of focus for financial markets and impact investors. Read More

From the Field

How say-on-pay voting is shaping trends in executive compensation

We assess the compensation environment in two major markets, the U.S. and the UK, some 15+ years after the introduction of say-on-pay voting. Read More

In the Spotlight

The power of additionality: Blue bonds could boost sustainability

Learn how blue bonds can bridge the funding gap for underfunded Sustainable Development Goals in emerging markets, fostering economic growth and sustainability. Read More

In the Spotlight

As climate risks intensify, investment analysis must rise to the challenge

Integrating climate change dynamics into investment decision-making requires quality data and insights alongside robust systems and processes. Read More

Environmental, Social, and Governance

Keeping Pace With the Energy Transition

The energy crisis, coupled with growing geopolitical tensions, may have ultimately sown the seeds for a faster energy transition. Read More

Environmental, Social, and Governance

How to Have Better ESG Conversations With Your Clients

Help educate your clients about ESG investing and how it can enhance their portfolios. Read More

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Asset Allocation Viewpoints

In the current investing environment, discover how our Asset Allocation Committee is positioning its portfolios.
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Important Information

Past performance cannot guarantee future results. All investments are subject to market risk, including the possible loss of principal.

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