Equity Insights

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

December 2023 / VIDEO

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 / GLOBAL EQUITIES

Going Global: Exploring the Best Opportunities for Value Investors

Going Global: Exploring the Best Opportunities...

By Sebastien Mallet

Sebastien Mallet Portfolio Manager, Global Value Equity Strategy

November 2023 / VIDEO

Market Update From Portfolio Manager David Eiswert

Market Update From Portfolio Manager David...

By David J. Eiswert

David J. Eiswert Portfolio Manager

October 2023 / U.S. EQUITIES

Can an Active All-Cap Approach Consistently Add Value Over Time?

Can an Active All-Cap Approach Consistently...

And without a significant increase in risk?

By Justin P. White

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

October 2023 / VIDEO

Big Data and AI: Risk and Opportunity in Infrastructure Software

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

By Sam Johnson

Sam Johnson Investment Analyst

September 2023 / U.S. EQUITIES

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 / GLOBAL EQUITIES

Integrated Equity Quarterly Newsletter

Q2 2023 T. Rowe Price Integrated Equity Team

July 2023 / GLOBAL EQUITIES

Where Now for Global Equity Markets?

Five forces defining the equity cycle.

By Scott Berg

Scott Berg Portfolio Manager, Global Growth Equity Strategy

June 2023 / GLOBAL EQUITIES

Disruption Is Losing Its Ability to Surprise

Are we heading for a “decade of the incumbent”?

By John D. Linehan

John D. Linehan Portfolio Manager

June 2023 / U.S. EQUITIES

Offense and Defense—Health Care Offers Exposure to Both Worlds

Offense and Defense—Health Care Offers Exposure...

Few sectors offer defensive characteristics and attractive growth potential.

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

June 2023 / U.S. EQUITIES

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 / VIDEO

U.S. Debt Deal Does More Than Avoid Default

By Michael Pinkerton

Michael Pinkerton Associate Analyst

June 2023 / GLOBAL EQUITIES

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

May 2023 / GLOBAL EQUITIES

Integrated Equity Quarterly Newsletter

Evaluating the Reasonableness of Stock Price-Implied Expectations

May 2023 / U.S. EQUITIES

What Does the Stress in Regional Banking Mean for U.S. Smaller Companies?

What Does the Stress in Regional Banking...

The banking sector is an integral part of the U.S. small‑cap investment universe.

By Curt J. Organt

Curt J. Organt Portfolio Manager

May 2023 / U.S. EQUITIES

Strategy Focus on U.S. Impact Equity

By David L. Rowlett

David L. Rowlett Portfolio Manager

May 2023 / GLOBAL EQUITIES

Meet Dominic Rizzo

By Dominic Rizzo

Dominic Rizzo Portfolio Manager

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...

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

March 2023 / GLOBAL EQUITIES

Impact Investing: Why It Matters Now More Than Ever

Impact Investing: Why It Matters Now More...

Equity markets are vital for driving environmental and social change.

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2023 / GLOBAL EQUITIES

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 / U.S. EQUITIES

Why Value Stocks Are Becoming More Competitive Again

Why Value Stocks Are Becoming More Competitive...

The investment environment has undergone a decisive shift.

By John D. Linehan

John D. Linehan Portfolio Manager

March 2023 / GLOBAL EQUITIES

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

February 2023 / VIDEO

What Investors Need to Know About the U.S. Debt Ceiling

What Investors Need to Know About the U.S....

The impasse over raising the debt ceiling may roil markets.

By Michael Pinkerton

Michael Pinkerton Associate Analyst

February 2023 / GLOBAL EQUITIES

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 / EMERGING MARKETS

2023—A Year of Transition for Emerging Markets

China reopening supportive, but not enough on its own.

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

February 2023 / MULTI-ASSET

The Case for a Dedicated China Allocation Within EM

The Case for a Dedicated China Allocation...

In China, change is the only constant.

By Thomas Poullaouec, Robert Secker & Nathan Wang

December 2022 / GLOBAL EQUITIES

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 Rise of Streaming Video Won't Lift All Boats

The Rise of Streaming Video Won't Lift All...

By Daniel Shear

Daniel Shear Investment Analyst

December 2022 / INTERNATIONAL EQUITIES

China Market Outlook 2023

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

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2022 / INTERNATIONAL EQUITIES

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

For More Powerful Insights

November 2023 / INTEGRATED EQUITY

Integrated Equity Quarterly Newsletter

Understanding Market Dynamics Better With Thematic Baskets

October 2023 / IMPACT INVESTING

Harnessing the Power of U.S. Impact Investing to Drive Positive Change

Harnessing the Power of U.S. Impact Investing...

Seeking to invest in profitable companies addressing important environmental and...

By David L. Rowlett

David L. Rowlett Portfolio Manager

September 2023 / EMERGING MARKETS

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

How Our Strategies Generated More Return, More Often

How Our Strategies Generated More Return,...

August 2023 / U.S. EQUITIES

The Outlook for U.S. Smaller Companies Looks Increasingly Compelling

The Outlook for U.S. Smaller Companies Looks...

Now is not the time to wait on the sidelines.

By Curt J. Organt

Curt J. Organt Portfolio Manager

July 2023 / VIDEO

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

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...

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?

A three-stage recovery is underway.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2023 / VIDEO

My Two Biggest Rules for Investing in Industrials

By Melanie Rizzo

Melanie Rizzo Investment Analyst

June 2023 / GLOBAL EQUITIES

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

June 2023 / GLOBAL EQUITIES

Global Equities: Everything Changes, So Focus on What Stays the Same

Global Equities: Everything Changes, So Focus...

Our investment framework is constantly adapting to the challenges of change.

By David J. Eiswert

David J. Eiswert Portfolio Manager

May 2023 / VIDEO

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

May 2023 / INTERNATIONAL EQUITIES

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

April 2023 / EMERGING MARKETS

China's Reopening: Implications and Impact

Brisk reopening brings quicker consumption response.

By Carolyn Chu & Christopher J. Kushlis

April 2023 / GLOBAL EQUITIES

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

March 2023 / U.S. EQUITIES

Lessons From the Fall: Key Changes for Growth Investors

Lessons From the Fall: Key Changes for Growth...

Market pain can bring change and long‑term opportunity.

By Paul Greene

Paul Greene Portfolio Manager

March 2023 / MARKET EVENTS

U.S. Bank Failures: What Happened and What We're Watching

U.S. Bank Failures: What Happened and What...

March 2023 / VIDEO

Navigating Risks and Tailwinds for U.S. Banks

By Nina Gupta

Nina Gupta Investment Analyst

March 2023 / GLOBAL IMPACT

Global Impact Equity Strategy Focus Update

By Harishankar Balkrishna

Harishankar Balkrishna Portfolio Manager

March 2023 / U.S. EQUITIES

Four Factors Shaping a Brighter Outlook for U.S. Smaller Companies

Four Factors Shaping a Brighter Outlook for...

The “risk off” pendulum has swung too far.

By Curt J. Organt

Curt J. Organt Portfolio Manager

February 2023 / GLOBAL EQUITIES

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

February 2023 / ASSET ALLOCATION

Validating Your U.S. and Non-U.S. Equity Exposure

Validating Your U.S. and Non-U.S. Equity...

What do your allocations say about your return expectations?

By Marin Lolic, Robert Panariello & Som Priestley

February 2023 / ENERGY

The Energy Crisis Is Only Just Beginning

Next winter is where the real challenge lies.

By Justin Thomson

Justin Thomson Head of International Equity and CIO

February 2023 / ENVIRONMENTAL, SOCIAL, AND GOVERNANCE

How ESG and Value Investing Can Go Hand in Hand

How ESG and Value Investing Can Go Hand in...

ESG integration can be an essential component to unlocking value.

By Véronique Chapplow, Sebastien Mallet & Ernest C. Yeung

January 2023 / VIDEO

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

December 2022 / U.S. EQUITIES

Myths and Misconceptions in the Active vs. Passive Debate

Myths and Misconceptions in the Active vs....

Looking deeper to sort fact from fiction.

By Josh Nelson

Josh Nelson Head of US Equity

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

December 2022 / INTERNATIONAL EQUITIES

Asian ex-Japan 2023 Market Outlook

Patiently Building Long-Term Positions

By Anh Lu

Anh Lu Portfolio Manager

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