Equity Insights

Access insights from our investment team as they go beyond the numbers to uncover new opportunities around the globe.

December 2022 / U.S. EQUITIES

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

November 2022 / U.S. EQUITIES

Navigating a Tough Environment for Growth Stocks

Navigating a Tough Environment for Growth...

Amid volatility, focus on what drives stocks over the long term.

By Joseph Fath

Joseph Fath Portfolio Manager

November 2022 / U.S. EQUITIES

Click Here—Has the Boom in Digital Advertising Peaked?

Click Here—Has the Boom in Digital Advertising...

Four key factors set to shape the outlook for digital advertising.

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

October 2022 / VIDEO

Midterm Election Preview: What Investors Need to Know

Midterm Election Preview: What Investors...

Regardless of the election's outcome, federal agencies will be an important tool...

By Michael Pinkerton

Michael Pinkerton Associate Analyst

October 2022 / GLOBAL EQUITIES

QM Equity Quarterly Newsletter

Q3 2022

September 2022 / INTERNATIONAL EQUITIES

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

September 2022 / INTERNATIONAL EQUITIES

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 / U.S. EQUITIES

High Inflation and Rising Rates? Think Smaller Companies

High Inflation and Rising Rates? Think Smaller...

Why U.S. smaller companies may prove more resilient than many expect.

By Curt J. Organt

Curt J. Organt Portfolio Manager

August 2022 / GLOBAL EQUITIES

Meet Hari Balkrishna

Portfolio Manager, Global Impact Equity Strategy

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

August 2022 / GLOBAL EQUITIES

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

July 2022 / U.S. EQUITIES

Clean Energy Transition Should Be a Tailwind for Utilities

Clean Energy Transition Should Be a Tailwind...

By Vineet Khanna

Vineet Khanna Investment Analyst

June 2022 / VIDEO

Russia’s Invasion of Ukraine Prompts U.S. Energy Policy Shift

Russia’s Invasion of Ukraine Prompts U.S....

The U.S. natural gas industry may enjoy some emerging policy tailwinds.

By Michael Pinkerton

Michael Pinkerton Associate Analyst

June 2022 / U.S. EQUITIES

Meet Gabe Solomon

Portfolio Manager, US Large‑Cap Value Equity Strategy

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / U.S. EQUITIES

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have...

More persistent inflation and rising interest rates change the landscape.

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

June 2022 / U.S. EQUITIES

Active Large‑Cap Managers Could Be Poised to Outperform

Active Large‑Cap Managers Could Be Poised...

A narrow U.S. market potentially sets stage for excess returns.

By Eric L. Veiel

Eric L. Veiel Head of Global Equity and CIO

May 2022 / MULTI-ASSET STRATEGY

Meet Richard Coghlan

Portfolio Solutions Manager, Global Multi‑Asset Team & Co‑Manager, T. Rowe Price’s...

By Richard Coghlan

Richard Coghlan Co-Portfolio Manager

May 2022 / U.S. EQUITIES

Keeping a Steady Hand in Uncertain Times

Volatility has not shaken our focus on long‑term fundamentals.

By Paul Greene

Paul Greene Portfolio Manager

May 2022 / INTERNATIONAL EQUITIES

China Is an Outlier in a COVID-Accepting World

China Is an Outlier in a COVID-Accepting...

Beijing remains cautious about a near-term policy shift.

By Christopher J. Kushlis

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

April 2022 / GLOBAL EQUITIES

A Closer Look at Inflation and the "Value Rally"

A Closer Look at Inflation and the "Value...

Discovering new ideas that deliver value.

By David J. Eiswert

David J. Eiswert Portfolio Manager

April 2022 / INTERNATIONAL EQUITIES

Q&A With Justin Thomson

T. Rowe Price’s CIO for International Equities

By Justin Thomson

Justin Thomson CIO and Head of International Equity

March 2022 / VIDEO

Growth Likely to Remain Under Pressure

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

March 2022 / EMERGING MARKETS

A Q&A Session With Ernest Yeung

Attractive opportunities for active investors in EM stocks.

By Ernest C. Yeung

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

March 2022 / GLOBAL EQUITIES

Positioning for the Future in Global Equities

How our investment framework is adapting to the challenge of change.

By David J. Eiswert

David J. Eiswert Portfolio Manager

December 2021 / JAPAN EQUITIES

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

December 2021 / U.S. EQUITIES

Dividend Growers Look Appealing as Market Headwinds Increase

Dividend Growers Look Appealing as Market...

Selectivity and diligence are keys to long‑term compounding.

By Thomas J. Huber

Thomas J. Huber Portfolio Manager

Expanding Opportunities in China

Rediscovering Value Opportunities

Unlocking Deeper Opportunities in Emerging Markets

November 2022 / U.S. EQUITIES

As Market Dynamics Pivot, Alpha Opportunities Are Set to Improve

As Market Dynamics Pivot, Alpha Opportunities...

The U.S. equity landscape is changing as key characteristics retreat from extremes.

By Josh Nelson

Josh Nelson Head of US Equity

October 2022 / VIDEO

Undiscovered and Overlooked: Unlocking Opportunities in Emerging Markets...

Undiscovered and Overlooked: Unlocking Opportuniti...

By Ernest C. Yeung & Charles Knudsen

October 2022 / GLOBAL EQUITIES

In Volatile Times, Value's Defensive Qualities Can Shine

In Volatile Times, Value's Defensive Qualities...

Diversification and defensive attributes can prove attractive.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

September 2022 / VIDEO

Semiconductor Subsidies Signal Shift in U.S. Industrial Policy

Semiconductor Subsidies Signal Shift in U.S....

Focus on shoring up key supply chains likely has legs.

By Michael Pinkerton

Michael Pinkerton Associate Analyst

September 2022 / U.S. EQUITIES

A Goldilocks Approach to Equity Investing

Durable dividend growers are "just right" in most markets.

By Thomas J. Huber

Thomas J. Huber Portfolio Manager

September 2022 / U.S. EQUITIES

Market Turbulence Puts Active Management in the Spotlight

Market Turbulence Puts Active Management...

Refocusing on company fundamentals favors quality stock picking

By Josh Nelson

Josh Nelson Head of US Equity

September 2022 / INTERNATIONAL EQUITIES

Playing Field is Now More Even for Value

Headwinds dissipating and valuations at trough levels.

By Colin McQueen

Colin McQueen Portfolio Manager

August 2022 / GLOBAL EQUITIES

Value Investing: A Q&A With Sebastien Mallet

A decade of insights, and reasons why I am optimistic about the next 10 years.

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

July 2022 / GLOBAL EQUITIES

QM Equity Quarterly Newsletter

Q2 2022

July 2022 / GLOBAL EQUITIES

Will Signs of Peak Inflation Bring About a Turnaround in "Growth" Stocks?

Will Signs of Peak Inflation Bring About...

Headwinds diminishing and valuations now more attractive.

By Laurence Taylor

Laurence Taylor Portfolio Specialist in the Equity Division

June 2022 / GLOBAL EQUITIES

Finding Opportunity in Private Investments

T. Rowe Price’s place in the ecosystem of innovative growth companies.

By Eric L. Veiel & David M. DiPietro

June 2022 / JAPAN EQUITIES

In a More Uncertain Environment, Focus on Fundamentals

In a More Uncertain Environment, Focus on...

Maintaining perspective on long-term opportunities.

By Archibald Ciganer

Archibald Ciganer Regional Portfolio Manager

June 2022 / U.S. EQUITIES

Four Key Considerations Within the U.S. Energy Sector

Four Key Considerations Within the U.S. Energy...

Looking for “multiple ways to win” in the broad energy space.

By Gabriel Solomon

Gabriel Solomon Portfolio Manager

May 2022 / GLOBAL EQUITIES

Investing in Companies at the Start of the Runway

Investing in Companies at the Start of the...

We focus on firms that we believe have years of strong growth potential ahead.

By Alan Tu

Alan Tu Portfolio Manager

May 2022 / U.S. EQUITIES

Dedicated to Value Investing and Focused on Fundamentals

Dedicated to Value Investing and Focused...

We seek compelling value opportunities across the risk spectrum.

By John D. Linehan

John D. Linehan Portfolio Manager

May 2022 / ECONOMICS

QM Equity Quarterly Newsletter

Updates From the First Quarter of 2022

May 2022 / U.S. EQUITIES

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for...

We are positioned relatively defensively amid rate headwinds

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

April 2022 / GLOBAL EQUITIES

Active Stock Choices Are Key in Volatile Times

Active Stock Choices Are Key in Volatile...

Steering through complex dynamics within global equities.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

March 2022 / VIDEO

Inflation, Innovation, and Our Outlook for Health Care Stocks

Inflation, Innovation, and Our Outlook for...

Our longer-term outlook for the health care sector is positive, but we expect markets...

By Ziad Bakri

Ziad Bakri Portfolio Manager

March 2022 / INVESTMENT APPROACH

T. Rowe Price's Strategic Investing Approach Has Benefited Our Results

Discipline that has brought long‑term rewards.

March 2022 / NATURAL RESOURCES

How We Are Navigating Upheaval in Energy Markets

How We Are Navigating Upheaval in Energy...

Long-term fundamentals continue to guide our investment approach.

By Shinwoo Kim

Shinwoo Kim Portfolio Manager, Global Natural Resources Strategy

February 2022 / U.S. EQUITIES

Focused on Fundamentals in an Unsettled Market

Discerning the durable from the temporary is key to our process.

By Paul Greene

Paul Greene Portfolio Manager

December 2021 / GLOBAL EQUITIES

Asia ex-Japan 2022 Market Outlook

Risk/reward looks attractive for Asia ex‑Japan equities.

By Anh Lu

Anh Lu Vice President of T. Rowe Price Group, Inc., and Portfolio Manager, Asia Ex Japan Equity Strategy, Hong Kong

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