While companies are investing heavily in infrastructure and AI, the resulting depreciation and amortization should become a headwind to profitability.

By T. Rowe Price

T. Rowe Price

January 2025 / From the Field

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

Looking for durable, needle-moving growth...

AI will be disruptive. Growth investors should focus on what creates value over the long haul.

By T. Rowe Price

T. Rowe Price

December 2024 / From the Field

Growth or value? Why choose when you can have core?

Growth or value? Why choose when you can...

Making stock selection the main driver of excess returns.

By T. Rowe Price

T. Rowe Price

November 2024 / From the Field

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

International small-caps: Unlocking the value...

Ex-U.S. small-cap stocks appear well-placed to outperform large-cap peers.

November 2024 / On the Horizon

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

AI’s “easy money” era is over, but an abundance...

Artificial intelligence is set to be one of the biggest productivity enhancers for the global economy since electricity.

November 2024 / On the Horizon

Radical innovations revealing real prospects in health care

Radical innovations revealing real prospects...

A new generation of treatments are paving the way for a golden age in the sector.

November 2024 / EQUITY

Integrated Equity Insights

Declining mean reversion and a focus on sustainable growth.

November 2024 / On the Horizon

Weaker growth and lower rates set to open up private markets

Weaker growth and lower rates set to open...

Shifting conditions should create new opportunities in private credit and private equity.

October 2024 / EQUITY

Key considerations for global equities beyond the U.S. election

Key considerations for global equities beyond...

Powerful factors provide a relatively positive backdrop for equity markets in 2025.

Unleashing the Power of Ai

How could asset managers use AI to boost and refine investment research?

October 2024 / Equity

Three policy developments to watch after U.S. election

Three policy developments to watch after...

The postelection shift from campaigning to governing can create uncertainty for markets.

September 2024 / MARKETS & ECONOMY

US election and trade policy: What investors need to know

US election and trade policy: What investors...

Presidential election will shape the pace of deglobalization.

August 2024 / GLOBAL EQUITIES

Meet the Manager Paul Greene

Meet the Manager Paul Greene, Portfolio Manager, US Large-Cap Core Growth Equity Strategy.

August 2024 / EQUITY

Artificial intelligence, health care, and energy transition: Three areas...

Artificial intelligence, health care, and...

How innovations in artificial intelligence, health care, and the energy transition can create value.

August 2024 / EQUITY

Why balance is important amid equity market volatility

Why balance is important amid equity market...

Geopolitics, sticky inflation, and peaking earnings growth point to elevated volatility.

August 2024 / MARKETS & ECONOMY

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

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. energy policy.

July 2024 / EQUITY

Are U.S. smaller companies set to shine? Identifying the catalysts for...

Are U.S. smaller companies set to shine?...

Attractive valuations aside, a catalyst is needed to drive a positive rerating of U.S. smaller companies—and the outlook is encouraging.

July 2024 / EQUITY

Market concentration: Facts versus opinions

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

July 2024 / EQUITY

South Korea value-up: Lessons from Japan

South Korea’s “Corporate Value-Up Program” is modeled after similar reforms in Japan.

Beyond tech: harnessing AI's potential for innovation and growth

Beyond tech: harnessing AI's potential for...

Beyond the technology sector, how is artificial intelligence being used in broader market areas?

How could AI impact the broad economy?

Discussing AI’s implications on growth, employment, and productivity.

June 2025 / On the Horizon

Equity markets to broaden further

The Trump administration’s trade policies are helping to usher in a new era in which a broader mix of sectors and regions can work.

By T. Rowe Price

T. Rowe Price

May 2025 / From the Field

Finding fixable and lovable stocks: A study in partnership

Finding fixable and lovable stocks: A study...

How we developed a deeper relationship with an innovative tech firm to benefit clients.

By T. Rowe Price

T. Rowe Price

April 2025 / From the Field

Adapting to structural market changes

Structural market changes require an understanding of risks and adapting old strategies.

By T. Rowe Price

T. Rowe Price

March 2025 / From the Field

Will President Trump’s reshoring policies fuel an industrial acceleration?

Will President Trump’s reshoring policies...

New policy measures could provide the catalyst to address long-term trends.

By T. Rowe Price

T. Rowe Price

March 2025 / From the Field

How AI innovations could help solve the U.S. energy problem

How AI innovations could help solve the U.S....

Delivering the energy required to power artificial intelligence.

By T. Rowe Price

T. Rowe Price

February 2025 / From the Field

It's a smaller world—finding the winners in the new small-cap landscape

It's a smaller world—finding the winners in the new small-cap landscape...

It's a smaller world—finding the winners...

The shrinking U.S. stock market poses a challenge for investors.

By T. Rowe Price

T. Rowe Price

February 2025 / From the Field

Why the return of IPOs matters for growth investors

Why the return of IPOs matters for growth...

More IPOs mean more chances to invest in quality companies when they aren’t well understood.

By T. Rowe Price

T. Rowe Price

February 2025 / FROM THE FIELD

AI agents and robotics: Key drivers of future tech innovation?

AI agents and robotics: Key drivers of future...

The evolution of AI could boost productivity as firms make progress on autonomous applications.

By T. Rowe Price

T. Rowe Price

January 2025 / EQUITY

Higher rates and rising capex support international value stocks

Higher rates and rising capex support internationa...

The post-global financial crisis headwinds of low rates and tepid growth have faded.

January 2025 / From the Field

How investors are tracking progress on Japan’s efforts to unwind cross-shareholdings

How investors are tracking progress on Japan’s efforts to unwind cross-sharehold...

How investors are tracking progress on Japan’s...

In our view, Japan is becoming increasingly attractive to institutional investors amid governance reforms progress.

By T. Rowe Price

T. Rowe Price

November 2024 / From the Field

Disciplined investing amid a dynamic U.S. market environment

Disciplined investing amid a dynamic U.S....

Looking toward 2025, U.S. equity market returns are likely to be harder earned.

Value and small-caps could power international equities

Value and small-caps could power international...

There are significant structural opportunities at attractive prices.

November 2024 / On the Horizon

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

Rate cuts provide opportunities for U.S....

Valuations remain stretched, but the market is broadening.

November 2024 / VIDEO

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

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

International small-caps: Unlocking the value...

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

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

AI’s “easy money” era is over, but an abundance...

Radical innovations revealing real prospects in health care

Radical innovations revealing real prospects in health care

Radical innovations revealing real prospects...

Weaker growth and lower rates set to open up private markets

Weaker growth and lower rates set to open up private markets

Weaker growth and lower rates set to open...

Disciplined investing amid a dynamic U.S. market environment

Disciplined investing amid a dynamic U.S. market environment

Disciplined investing amid a dynamic U.S....