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September 2024 / MARKETS & ECONOMY

Three key themes to watch out for in emerging markets

Three key themes to watch out for in emerging markets

Three key themes to watch out for in emerging...

Economic growth resiliency to be tested, while new countries could start cutting...

September 2024 / FIXED INCOME

How AI’s impact is reaching into areas that might surprise you

How AI’s impact is reaching into areas that might surprise you

How AI’s impact is reaching into areas that...

Discover how rising AI energy demands are reshaping independent power producer credit...

By David Yatzeck

David Yatzeck Associate Portfolio Manager, High Yield

September 2024 / From the Field

Are we partying like it’s 1999 again?

Are we partying like it's 1999 again?

Are we partying like it's 1999 again?

AI versus Dotcom: There are some similarities, yet also key differences.

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equities

September 2024 / MARKETS & ECONOMY

How the U.S. election could impact the financials sector

How the U.S. election could impact the financials sector

How the U.S. election could impact the financials...

Next president will determine whether financial regulators will mount up or stand...

By Gilad Fortgang

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

September 2024 / MARKETS & ECONOMY

How healthy is the U.S. labour market?

How healthy is the U.S. labour market?

How healthy is the U.S. labour market?

The Federal Reserve appears ready to cut rates. Job growth will be key for how stocks...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

August 2024 / FIXED INCOME

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault...

Monetary tightening in Japan is rearranging global capital flows.

By Arif Husain

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

August 2024 / MULTI-ASSET

Will government debt boil the frog?

Will government debt boil the frog?

Will government debt boil the frog?

How much should investors worry about the ballooning U.S. government debt?

By Sébastien Page

Sébastien Page CIO and Head of Global Multi-Asset

August 2024 / EQUITY

Are U.S. stocks too expensive?

Are U.S. stocks too expensive?

Are U.S. stocks too expensive?

Can levels of profitability and efficiency of U.S. tech companies be sustained?

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi‑Asset Division

August 2024 / MARKETS & ECONOMY

U.S. election and trade policy: What investors need to know

U.S. election and trade policy: What investors need to know

U.S. election and trade policy: What investors...

Presidential election will shape the pace of deglobalization.

By Gilad Fortgang

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

August 2024 / MARKETS & ECONOMY

Why U.S. fiscal policy will matter even more after the election

Why U.S. fiscal policy will matter even more after the election

Why U.S. fiscal policy will matter even more...

The next U.S. president faces a significant fiscal cliff in his or her first 12 months...

By Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, U.S. Equity Division

August 2024 / MARKETS & ECONOMY

Policy matters: U.S. election could impact renewables and electric vehi...

Policy matters: U.S. election could impact renewables and electric vehicles

Policy matters: U.S. election could impact...

The outcome of the presidential election could have important implications for U.S....

By Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, U.S. Equity Division

August 2024 / EQUITY

Assessing the potential impacts on U.S. health care in an election year

Assessing the potential impacts on U.S. health care in an election year

Assessing the potential impacts on U.S. health...

The potential impact and implications for U.S. health care could differ greatly depending...

By Jill Jortner

Jill Jortner Health Care Sector Investment Analyst, T. Rowe Price

August 2024 / MULTI-ASSET

Manic market not a reason for investors to panic

Manic market not a reason for investors to panic

Manic market not a reason for investors to...

Recent market volatility appears to reflect extreme risk-on sentiment and positioning

By Sébastien Page

Sébastien Page CIO and Head of Global Multi‑Asset

July 2024 / EQUITY

Can GLP-1s and the medtech industry find a peaceful coexistence?

Can GLP-1s and the medtech industry find a peaceful coexistence?

Can GLP-1s and the medtech industry find...

The success of GLP-1s in reducing weight has led some to predict industry-disruptive...

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, US Large Cap Growth Equity Strategy

July 2024 / EQUITY

Q2 Global Equity Market Wrap and Portfolio Positioning

Q2 Global Equity Market Wrap and Portfolio Positioning

Q2 Global Equity Market Wrap and Portfolio...

Yellow flags on the horizon, whether it be politically, geopolitically or economically

By Samuel Ruiz

Samuel Ruiz Equity Portfolio Specialist

July 2024 / MULTI-ASSET

Could the Volatility Index (VIX) be broken?

Could the Volatility Index (VIX) be broken?

Could the Volatility Index (VIX) be broken?

The VIX has recently displayed a more subdued reaction to market sell-offs than expected....

By Rory Boath

Rory Boath Associate Execution Strategist

July 2024 / MULTI-ASSET

The inflation roller coaster

The inflation roller coaster

The inflation roller coaster

Diverging trends in goods and services prices complicate the inflation outlook

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi-Asset Division

Previous Quarter (Q2 2024) Hide

June 2024 / EQUITY

Market concentration: Facts versus opinions

Market concentration: Facts versus opinions

Market concentration: Facts versus opinions

Market concentration in U.S. and technology stocks a concern for clients

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equities

June 2024 / MULTI-ASSET

A new era for commodities?

A new era for commodities?

A new era for commodities?

We may be on the cusp of another period of strong commodity returns

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi-Asset Division

June 2024 / EQUITY

Growing pains and opportunity: Analyzing what's next in the AI boom

Growing pains and opportunity: Analyzing what's next in the AI boom

Growing pains and opportunity: Analyzing...

David Giroux explains why AI is likely to be deflationary over time and why he likes...

By David R. Giroux

David R. Giroux Portfolio Manager and Chief Investment Officer

May 2024 / FIXED INCOME

The benefits of hedged diversification

The benefits of hedged diversification

The benefits of hedged diversification

Non-U.S. bonds currently offer higher yields on a currency-hedged basis

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi-Asset Division

May 2024 / ASSET ALLOCATION

Let’s get real (about interest rates)

Let’s get real (about interest rates)

Let’s get real (about interest rates)

Higher real rates in the coming years might favor value stocks

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

April 2024 / EQUITY

Where are we in the AI cycle?

Where are we in the AI cycle?

Where are we in the AI cycle?

Navigating the AI cycle and the reasons why Dom Rizzo thinks we remain relatively...

By Dominic Rizzo

Dominic Rizzo Portfolio Manager

April 2024 / EQUITY

Navigating the AI cycle

Navigating the AI cycle

Navigating the AI cycle

After meeting with more than 50 technology companies across the US, Asia and Europe,...

By Dominic Rizzo

Dominic Rizzo Portfolio Manager

April 2024 / ASSET ALLOCATION

Momentum: Don’t fear the reapers (of high profit)

Momentum: Don’t fear the reapers (of high profit)

Momentum: Don’t fear the reapers (of high...

History shows that momentum-driven markets don’t necessarily lead to market downturns

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

April 2024 / FIXED INCOME

Adding emerging market debt exposure? Look to local bonds.

Adding emerging market debt exposure? Look to local bonds.

Adding emerging market debt exposure? Look...

Five reasons to add emerging market debt to a bond portfolio

By Arif Husain

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

April 2024 / GLOBAL EQUITIES

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG...

Using measurement and engagement to tackle ESG fractures head-on

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager, Global Impact Equity Strategy

April 2024 / INVESTMENT INSIGHTS

Hedging inflation risk

Hedging inflation risk

Hedging inflation risk

Recession fears are fading, but inflation concerns are on the rise.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi-Asset Division

Q1 2024  Show

March 2024 / VIDEO

Blue Bonds: The Key to Unlocking the Blue Economy’s Potential

Blue Bonds: The Key to Unlocking the Blue Economy’s Potential

Blue Bonds: The Key to Unlocking the Blue...

Blue bonds provide financing for ocean-friendly or clean water projects in support...

By Matthew Lawton

Matthew Lawton Portfolio Manager, Credit Impact Investing

March 2024 / VIDEO

Why is it important to measure the impact of a blue bond?

Why is it important to measure the impact of a blue bond?

Why is it important to measure the impact...

Blue bonds need to be evaluated with additional rigor to mitigate against bluewashing...

By Tongai Kunorubwe

Tongai Kunorubwe Head of ESG, Fixed Income, T. Rowe Price Associates, Inc.

March 2024 / IMPACT INVESTING

Meet Hari Balkrishna

Meet Hari Balkrishna

Meet Hari Balkrishna

Hari believes investors are ready to make a more active choice to favor companies...

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2024 / GLOBAL FIXED INCOME

Current market inflation expectations are ridiculous

Current market inflation expectations are ridiculous

Current market inflation expectations are...

I think core inflation will reaccelerate after falling to around 2%

By Arif Husain

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

March 2024 / INVESTMENT INSIGHTS

Dynamic credit investing: A Q&A With Saurabh Sud

Dynamic credit investing: A Q&A With Saurabh Sud

Dynamic credit investing: A Q&A With Saurabh...

Dynamic Credit’s flexible approach has been pivotal over different market conditions.

By Saurabh Sud

Saurabh Sud Portfolio Manager, Dynamic Credit Strategy

March 2024 / INVESTMENT INSIGHTS

Investment implications of generative artificial intelligence

Investment implications of generative artificial intelligence

Investment implications of generative artificial...

Reasons why investors should embrace AI as a long-term investment theme.

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist Global Equity

March 2024 / GLOBAL EQUITIES

Global Earnings: Q4 Results Overview

Global Earnings: Q4 Results Overview

Global Earnings: Q4 Results Overview

What next for global equities

By Rahul Ghosh

Rahul Ghosh Portfolio Specialist, Global Equity Strategies

February 2024 / INVESTMENT INSIGHTS

Conditions are ripe for a Goldilocks economy, but dangers lurk

Conditions are ripe for a Goldilocks economy, but dangers lurk

Conditions are ripe for a Goldilocks economy,...

Conditions are ripe for a moderate growth recovery, but political risks pose a threat

By Nikolaj Schmidt

Nikolaj Schmidt Chief Global Economist

February 2024 / INVESTMENT INSIGHTS

Central bank rate-cut pricing is eye-catching but deceiving

Central bank rate-cut pricing is eye-catching but deceiving

Central bank rate-cut pricing is eye-catching...

The large number of priced-in 2024 rate cuts is an average of expectations across...

By Arif Husain

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

February 2024 / INVESTMENT INSIGHTS

After the Fed pivot, what’s next?

After the Fed pivot, what’s next?

After the Fed pivot, what’s next?

With cooling expectations, investors wonder when and how far U.S. rates will fall...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi-Asset Division

February 2024 / VIDEO

Three key themes in emerging markets for 2024

Three key themes in emerging markets for 2024

Three key themes in emerging markets for...

Emerging markets are poised for a year of interest rate cuts in 2024.

By Christopher J. Kushlis

Christopher J. Kushlis Chief Emerging Markets Macro Strategy

February 2024 / INVESTMENT INSIGHTS

Emerging markets poised for a year of interest rate cuts

Emerging markets poised for a year of interest rate cuts

Emerging markets poised for a year of interest...

Inflation continues to fall, paving the way for more interest rate cuts from emerging...

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

January 2024 / VIDEO

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

Global Equity Markets Update with Sam Ruiz

The Magnificent 7 significantly outpaced other stocks in 2023, Sam Ruiz, Equity Portfolio...

By Samuel Ruiz

Samuel Ruiz Portfolio Specialist

January 2024 / INVESTMENT INSIGHTS

Investing in China means embracing discomfort

Investing in China means embracing discomfort

Investing in China means embracing discomfort...

Sentiment toward China is weak, but opportunities exist for investors who seek them

By Justin Thomson

Justin Thomson Chief Investment Officer International Equity

January 2024 / INVESTMENT INSIGHTS

Is Now the Time to Redeploy Cash?

Is Now the Time to Redeploy Cash?

Is Now the Time to Redeploy Cash?

Historical performance of federal funds interest rate cycle peaks could help investors...

By Terry Davis & Andrew Wick

By Terry Davis & Andrew Wick

January 2024 / INVESTMENT INSIGHTS

Is the market broadening?

Is the market broadening?

Is the market broadening?

Will small-caps eventually “show up” for investors?

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

January 2024 / INVESTMENT INSIGHTS

Three important insights from 2023

Three important insights from 2023

Three important insights from 2023

A focus on bond yields, the Magnificent 7, and the Fed pivot

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi-Asset Division

Q4   Show

December 2023 / VIDEO

Artificial Intelligence: The New Electricity?

Artificial Intelligence: The New Electricity?

Artificial Intelligence: The New Electricity?

AI has the potential to be the biggest productivity enhancer to the global economy...

By Dominic Rizzo

Dominic Rizzo Portfolio Manager, Global Technology Equity

November 2023 / INVESTMENT INSIGHTS

As climate risks intensify, investment analysis must rise to the challe...

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

As climate risks intensify, investment analysis...

Addressing the challenge of integrating climate change dynamics into investment decision-m...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing, TRPA

November 2023 / GLOBAL FIXED INCOME

Avoiding false signals in wait for peak U.S. Treasury yields

Avoiding false signals in wait for peak U.S. Treasury yields

Avoiding false signals in wait for peak U.S....

A framework can be useful for evaluating whether U.S. Treasury yields have peaked.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

October 2023 / INTEGRATED EQUITY

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Understanding Market Dynamics Better With Thematic Baskets

By T. Rowe Price

T. Rowe Price Integrated Equity Team

October 2023 / MULTI-ASSET INSIGHTS

The View from the Knife's Edge: A New Market Regime

The View from the Knife's Edge: A New Market Regime

The View from the Knife's Edge: A New Market...

A new market regime isn’t necessarily a reason to be bearish.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

October 2023 / MULTI-ASSET

The Inflation Battle May Not Be Over

The Inflation Battle May Not Be Over

The Inflation Battle May Not Be Over

An uptick in some prices could mean higher rates for longer

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi-Asset Division

October 2023 / GLOBAL FIXED INCOME

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure...

A flood of new global sovereign debt will affect market dynamics.

By Arif Husain

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

October 2023 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

Counting the Cost of Biodiversity Loss

Counting the Cost of Biodiversity Loss

Counting the Cost of Biodiversity Loss

Addressing the challenge of integrating biodiversity into investment analysis

By Tongai Kunorubwe

Tongai Kunorubwe TRPA Head of ESG, Fixed Income

October 2023 / INVESTMENT INSIGHTS

Keeping Pace With the Energy Transition

Keeping Pace With the Energy Transition

Keeping Pace With the Energy Transition

Energy transition has broad economic, political, and investment implications

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing, T. Rowe Price Associates, Inc.

Q3   Show

September 2023 / ECONOMICS

A Government Shutdown Would Pose a Small Threat to Markets

A Government Shutdown Would Pose a Small Threat to Markets

A Government Shutdown Would Pose a Small...

Theatrics aside, a budget agreement seems likely in the near term.

By Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, US Equity Division

September 2023 / GLOBAL FIXED INCOME

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The Fairy Tale of a Soft Landing

The consensus view shift toward a mild downturn looks misplaced.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

September 2023 / INVESTMENT INSIGHTS

A Surprising Rise in US Treasury Yields

A Surprising Rise in US Treasury Yields

A Surprising Rise in US Treasury Yields

Rate volatility is likely to persist as Fed pursues 2% inflation target

By Christina Noonan

Christina Noonan Associate Portfolio Manager, Multi‑Asset Division

September 2023 / INVESTMENT INSIGHTS

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance Our Investment Processes

Using Artificial Intelligence to Enhance...

Driving deliberate innovation with artificial intelligence tools to boost human decision-m...

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

September 2023 / INVESTMENT INSIGHTS

Emerging Markets—Dancing to Their Own Beat

Emerging Markets—Dancing to Their Own Beat

Emerging Markets—Dancing to Their Own Beat

Central banks set to kick off easing cycles as inflation cools.

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

September 2023 / EMERGING MARKETS

Why You Should Consider a Better Future for EM Equities

Why You Should Consider a Better Future for EM Equities

Why You Should Consider a Better Future for...

Turnaround factors are forming to support emerging markets.

By Ernest C. Yeung

Ernest C. Yeung Portfolio Manager, Emerging Markets Discovery Equity Strategy

September 2023 / U.S. GOVERNMENT POLICY

Regulating the AI Revolution: What Investors Need to Know

Regulating the AI Revolution: What Investors Need to Know

Regulating the AI Revolution: What Investors...

Competition with China and consumer safety are key themes.

By Gilad Fortgang

Gilad Fortgang Washington Associate Analyst, U.S. Equity Division

September 2023 / VIDEO

Big Data and AI: Risk and Opportunity in Infrastructure Software

Big Data and AI: Risk and Opportunity in Infrastructure Software

Big Data and AI: Risk and Opportunity in...

As AI automates more processes, the volume, variety, and speed of data should increase....

By Sam Johnson

Sam Johnson Infrastructure Software Analyst, U.S. Equity Division

August 2023 / ESG

2023 TRPIM Proxy Voting Summary

2023 TRPIM Proxy Voting Summary

2023 TRPIM Proxy Voting Summary

Key trends in T. Rowe Price Investment Management’s proxy voting activity over the...

By Christopher Whitehouse

Christopher Whitehouse Regional Head of Corporate Governance

August 2023 / MULTI-ASSET

Inflation Globalization

Inflation Globalization

Inflation Globalization

Understanding the drivers of domestic and global inflation.

By Multiple Authors

By Multiple Authors

August 2023 / VIDEO

Leaning Into Real Assets

Leaning Into Real Assets

Leaning Into Real Assets

Attractive valuations and improving fundamentals may boost commodities.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

August 2023 / MULTI-ASSET

Keep Long and Carry On

Keep Long and Carry On

Keep Long and Carry On

High yield bonds paired with long-term Treasuries offer attractive carry.

By Sébastien Page

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

August 2023 / VIDEO

A new era of Gulf aid: potential winners and losers

A new era of Gulf aid: potential winners and losers

A new era of Gulf aid: potential winners...

A new era of Gulf aid could emerge—which countries could potentially benefit, and...

By Razan Nasser

Razan Nasser Sovereign Research Analyst, Fixed Income

August 2023 / ASSET ALLOCATION

Leaning Into Real Assets

Leaning Into Real Assets

Leaning Into Real Assets

Attractive valuations and improving fundamentals may boost commodities.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist Multi‑Asset Division

August 2023 / GLOBAL EQUITIES

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Managing Investment Risks in a Historically Concentrated Market

By T. Rowe Price

T. Rowe Price Integrated Equity Team

August 2023 / GLOBAL FIXED INCOME

The Four U.S. Treasury Yield Phases of a Fed Tightening Cycle

The Four U.S. Treasury Yield Phases of a Fed Tightening Cycle

The Four U.S. Treasury Yield Phases of a...

Portfolio managers collaborate to help shape duration positioning.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

July 2023 / IMPACT INVESTING

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG Skepticism

How Impact Investing Can Help Address ESG...

Using measurement and engagement to tackle ESG fractures head-on

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager, Global Impact Equity Strategy

July 2023 / INVESTMENT INSIGHTS

From Crisis to Confidence: Spanish Banks Ready to Shine

From Crisis to Confidence: Spanish Banks Ready to Shine

From Crisis to Confidence: Spanish Banks...

Lessons from the Global Financial Crisis have left a stronger banking sector in Europe,...

By Rob Thomas

Rob Thomas Global Credit Analyst

July 2023 / INVESTMENT INSIGHTS

Where Now for Global Equity Markets?

Where Now for Global Equity Markets?

Where Now for Global Equity Markets?

Five forces defining the equity cycle.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2023 / ASSET ALLOCATION VIEWPOINT

U.S. Equities Are Back in Favor

U.S. Equities Are Back in Favor

U.S. Equities Are Back in Favor

Earnings outlook for U.S. companies is trending positive.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the 27-year period ended June 30, 2023, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request

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