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This Quarter (Q4 2023) Hide

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

November 2023 / VIDEO

Are U.S. Stocks Worth the Price?

Are U.S. Stocks Worth the Price?

Are U.S. Stocks Worth the Price?

The Magnificent 7 have distorted U.S. equity valuations.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

November 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

November 2023 / INTEGRATED EQUITY

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Understanding Market Dynamics Better With Thematic Baskets

October 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

October 2023 / ASSET ALLOCATION

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

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 CIO

October 2023 / ESG

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 Head of ESG, Fixed Income

Previous Quarter (Q3 2023) Hide

October 2023 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

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

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 International Fixed Income and CIO

September 2023 / ESG

2023 Proxy Voting Summary

2023 Proxy Voting Summary

2023 Proxy Voting Summary

Key trends in T. Rowe Price’s proxy voting activity over the past year.

By Donna Anderson & Jocelyn Brown

By Donna Anderson & Jocelyn Brown

September 2023 / STRATEGIC INVESTING

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 AI tools to boost human decision‑making

By Robert W. Sharps

Robert W. Sharps Chief Executive Officer and President

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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

September 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

September 2023 / RETIREMENT

Planning for Spending Volatility in Retirement

Planning for Spending Volatility in Retirement

Planning for Spending Volatility in Retirement

Access to liquidity and a focus on growth could mitigate spending increases.

By Sudipto Banerjee

Sudipto Banerjee Director of Retirement Thought Leadership

September 2023 / U.S. EQUITIES

A Growing Dividend Can Add Up

A Growing Dividend Can Add Up

A Growing Dividend Can Add Up

Don’t overlook the long-term appeal of a rising dividend.

By Thomas J. Huber

Thomas J. Huber Portfolio Manager

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 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

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 Credit Analyst

August 2023 / VIDEO

Leaning Into Real Assets

Leaning Into Real Assets

Leaning Into Real Assets

Our Asset Allocation Committee recently added to real assets equities, given attractive...

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

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 International Fixed Income and CIO

July 2023 / VIDEO

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

July 2023 / GLOBAL EQUITIES

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 / RETIREMENT

Stretching a Match

Stretching a Match

Stretching a Match

Revising matching contributions could encourage higher deferral rates.

July 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

Q2 2023  Show

June 2023 / U.S. EQUITIES

Growth Matters Even More Amid Uncertainty

Growth Matters Even More Amid Uncertainty

Growth Matters Even More Amid Uncertainty

Where we look for growth and how much we pay for it are also key.

By Joseph Fath

Joseph Fath Portfolio Manager

June 2023 / ESG

Meet Matthew Lawton

Meet Matthew Lawton

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager

June 2023 / GLOBAL FIXED INCOME

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds

Four Themes Shaping Global High Yield Bonds

Opportunities to generate value amid volatility

By Michael Della Vedova

Michael Della Vedova Portfolio Manager, Global High Income Bond Strategy

June 2023 / GLOBAL EQUITIES

Generative AI Holds Promise and Peril for Investors

Generative AI Holds Promise and Peril for Investors

Generative AI Holds Promise and Peril for...

Looking beyond the hype to see opportunities in builders and toolmakers

By Multiple Authors

By Multiple Authors

June 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

June 2023 / U.S. GOVERNMENT POLICY

U.S. Debt Deal May Mark New Era in Federal Spending

U.S. Debt Deal May Mark New Era in Federal Spending

U.S. Debt Deal May Mark New Era in Federal...

Here's what it could mean for the economy, industry, and policy.

By Michael Pinkerton

Michael Pinkerton Washington Associate Analyst, U.S. Equity Division

June 2023 / CHINA EQUITIES

China Investing: What Comes Next?

China Investing: What Comes Next?

China Investing: What Comes Next?

A three-stage recovery is underway.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2023 / CHINA EQUITIES

China Midyear Market Outlook

China Midyear Market Outlook

China Midyear Market Outlook

A more broad-based recovery after initial reopening, though some bumpiness is expected.

By Jacqueline Liu

Jacqueline Liu Equity Research Analyst

June 2023 / GLOBAL EQUITIES

The Japan Story Is Gathering Momentum

The Japan Story Is Gathering Momentum

The Japan Story Is Gathering Momentum

Macro risks have risen, but the outlook for Japan appears bright.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

May 2023 / GLOBAL FIXED INCOME

The Art of Actively Managing Interest Rate Risk

The Art of Actively Managing Interest Rate Risk

The Art of Actively Managing Interest Rate...

With volatility likely to persist, an active approach remains critical.

By Amanda Stitt

Amanda Stitt Portfolio Specialist

May 2023 / INTERNATIONAL EQUITIES

International Equities Are Positioned for a Comeback

International Equities Are Positioned for a Comeback

International Equities Are Positioned for...

Regime change in markets may signal the end of U.S. dominance.

By Justin Thomson

Justin Thomson Head of International Equity and CIO

May 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

May 2023 / GLOBAL EQUITIES

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Integrated Equity Quarterly Newsletter

Evaluating the Reasonableness of Stock Price-Implied Expectations

May 2023 / VIDEO

US Equities: Outlook amidst the volatility

US Equities: Outlook amidst the volatility

US Equities: Outlook amidst the volatility

Eric Veiel, Head of Global Equity & CIO, discusses the mid-to-long term outlook for...

By Eric L. Veiel

Eric L. Veiel Head of Global Equity and CIO

April 2023 / U.S. EQUITIES

Why an All-Cap Approach Makes Sense in Today’s U.S. Equity Market

Why an All-Cap Approach Makes Sense in Today’s U.S. Equity Market

Why an All-Cap Approach Makes Sense in Today’s...

In a tight risk/reward environment, stock selection will likely be the key driver...

By Justin P. White

Justin P. White Portfolio Manager, T. Rowe Price All‑Cap Opportunities Strategy

April 2023 / VIDEO

A More Turbulent Path for the Fed

A More Turbulent Path for the Fed

A More Turbulent Path for the Fed

Calming banking jitters amid high inflation and slowing growth.

By Christina Noonan

Christina Noonan Associate Portfolio Manager, Multi-Asset Division

April 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

April 2023 / GLOBAL EQUITIES

Building Core Strength to Meet Demands of Markets

Building Core Strength to Meet Demands of Markets

Building Core Strength to Meet Demands of...

Positioning across the style spectrum with a focus on individual stock picking.

By Peter J. Bates

Peter J. Bates Portfolio Manager

Q1 2023  Show

March 2023 / GLOBAL EQUITIES

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

What Makes an “Impact” Investment Manager?

Understanding the required foundation to build, manage, and measure an impact portfolio.

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2023 / MARKET EVENTS

One Foot on the Brake and One on the Gas

One Foot on the Brake and One on the Gas

One Foot on the Brake and One on the Gas

My views on the economic and market implications of the banking turmoil.

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

March 2023 / FIXED INCOME

Cutting a Path

Cutting a Path

Cutting a Path

T. Rowe Price’s Saurabh Sud goes where the credit opportunities take him.

By Saurabh Sud

Saurabh Sud Portfolio Manager

March 2023 / GLOBAL EQUITIES

Tapping the Power of Global Equity Dividends

Tapping the Power of Global Equity Dividends

Tapping the Power of Global Equity Dividends

What we seek—and avoid—in pursuit of consistent returns.

By Yoichiro Kai

Yoichiro Kai Equity Research Analyst Commercial Banks (Japan, Greater China and India), Singapore

March 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

February 2023 / GLOBAL EQUITIES

How Value Can Flex to Shifting Market Dynamics

How Value Can Flex to Shifting Market Dynamics

How Value Can Flex to Shifting Market Dynamics

Agility to offer cyclical and defensive opportunities.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

February 2023 / FIXED INCOME

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Russia-Ukraine War One Year On

Ongoing war continues to reverberate through the economy and energy markets.

By Razan Nasser & Peter Botoucharov

By Razan Nasser & Peter Botoucharov

February 2023 / INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Global Asset Allocation Viewpoints

Our experts share perspective on market themes and regional trends, plus insights...

February 2023 / VIDEO

A Long-Awaited Reversal

A Long-Awaited Reversal

A Long-Awaited Reversal

Near-term tailwinds could favor international markets.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2023 / GLOBAL EQUITIES

Headwinds for Equity Markets Starting to Diminish

Headwinds for Equity Markets Starting to Diminish

Headwinds for Equity Markets Starting to...

Disinflationary forces point to a more benign environment.

By Laurence Taylor

Laurence Taylor Portfolio Specialist in the Equity Division

January 2023 / GLOBAL FIXED INCOME

Global Impact Credit—One Year On

Global Impact Credit—One Year On

Global Impact Credit—One Year On

Reflecting on a year of impact investing and what’s next.

By Matthew Lawton

Matthew Lawton Portfolio Manager

January 2023 / VIDEO

Active Investing and Agility Matter in Today’s Connected World

Active Investing and Agility Matter in Today’s Connected World

Active Investing and Agility Matter in Today’s...

Tech Tour Insights: Discover what our experts learned during their annual trip to...

By Multiple Authors

By Multiple Authors

January 2023 / VIDEO

Five Key Insights From 2022

Five Key Insights From 2022

Five Key Insights From 2022

Uncertainty persists, but yield is back and fundamentals matter.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

January 2023 / MULTI-ASSET SOLUTIONS

A New Dollar Smile: Where Next for the U.S. Dollar?

A New Dollar Smile: Where Next for the U.S. Dollar?

A New Dollar Smile: Where Next for the U.S....

Our analysis shows the U.S. dollar is at risk of weakening.

By Multiple Authors

By Multiple Authors

January 2023 / MONTHLY MARKET REVIEW

The Eurozone's Recession Will Likely Be Deeper Than Expected

The Eurozone's Recession Will Likely Be Deeper Than Expected

The Eurozone's Recession Will Likely Be Deeper...

The European Central Bank may have to cease hiking earlier than planned.

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price Chief European Economist

Q4 2022  Show

December 2022 / GLOBAL EQUITIES

Growth Investing: A Q&A With David Eiswert

Growth Investing: A Q&A With David Eiswert

Growth Investing: A Q&A With David Eiswert

A decade of insights and excitement for the return of price discovery.

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2022 / VIDEO

The 2023 Inflation Outlook

The 2023 Inflation Outlook

The 2023 Inflation Outlook

Interest rate cut is unlikely if inflation settles above Fed’s target.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

December 2022 / INTERNATIONAL EQUITIES

The Outlook for Japan Remains Finely Poised

The Outlook for Japan Remains Finely Poised

The Outlook for Japan Remains Finely Poised

Divergent policy, relative to other major markets, has broad implications.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

December 2022 / INTERNATIONAL EQUITIES

Asian ex-Japan 2023 Market Outlook

Asian ex-Japan 2023 Market Outlook

Asian ex-Japan 2023 Market Outlook

Patiently Building Long-Term Positions

By Anh Lu

Anh Lu Portfolio Manager

December 2022 / INTERNATIONAL EQUITIES

China Market Outlook 2023

China Market Outlook 2023

China Market Outlook 2023

"What should be" versus "What is likely to happen"

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2022 / ESG

What Next for Diversity in the Boardroom?

What Next for Diversity in the Boardroom?

What Next for Diversity in the Boardroom?

Beyond gender: Diversity through a multidimensional lens.

By Jocelyn Brown

Jocelyn Brown Head of Governance, EMEA & APAC

December 2022 / U.S. EQUITIES

After Goldilocks, Which Bear (Market) Will Prevail?

After Goldilocks, Which Bear (Market) Will Prevail?

After Goldilocks, Which Bear (Market) Will...

A clearer picture of the U.S. market outlook should emerge over the coming weeks.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager, US Large‑Cap Growth Equity Strategy

Q3 2022  Show

September 2022 / INTERNATIONAL EQUITIES

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment Cycle

How Value Can Benefit From a New Investment...

Four factors set to drive a boom in capital expenditure.

By Ernest C. Yeung

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

September 2022 / INTERNATIONAL EQUITIES

Playing Field is Now More Even for Value

Playing Field is Now More Even for Value

Playing Field is Now More Even for Value

Headwinds dissipating and valuations at trough levels.

By Colin McQueen

Colin McQueen Portfolio Manager

September 2022 / ASSET ALLOCATION VIEWPOINT

Adjusting Asset Allocation for ESG Preferences

Adjusting Asset Allocation for ESG Preferences

Adjusting Asset Allocation for ESG Preferences

A systematic portfolio construction framework to reflect ESG considerations.

By Multiple Authors

By Multiple Authors

September 2022 / INTERNATIONAL EQUITIES

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh Ideas

The Regime Change in Markets Demands Fresh...

Alpha potential is still available for those who adapt to the new paradigm.

By Justin Thomson

Justin Thomson Head of International Equity and CIO