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2025 Midyear Market Outlook
Trade policy upheaval has put deglobalisation and market shifts into overdrive. Our investment experts delve into understanding the emerging risks—and opportunities—for investors in the second half of 2025.

Weekly Market Recap
Our Multi-Asset Solutions team produce a weekly market recap which aims to summarise the previous week’s major events and developments that may impact markets.

A view from global fixed income
Read the latest monthly insights from our Fixed Income CIO, Arif Husain

Analysts's Notebook
The Analyst’s Notebook platform is here to provide investors with unparalleled access to our analysts’ research process and share their powerful insights on key industries, emerging technologies, and capital markets.
Latest Insights
Should we be more worried about U.S. growth or inflation? Or neither?
Explore U.S. economic trends: growth uncertainty and rising inflation risks
Gone Private: Allocating to Private Credit in Multi-Asset Income Portfolios
Adding private credit to a multi-asset portfolio can enhance yield and diversification
Taking a measured approach with high yield bonds
Explore high yield bonds as an attractive alternative to expensive U.S. stocks.
How our sustainable bond framework can drive real impact
Our model helps to evaluate impact bonds and the additionality of the projects they finance.
How the U.S. tax bill could impact the economy and bond markets
Fiscal concerns likely to persist amid a lack of near-term plans to address the deficit.
Restoring America’s nuclear energy capacity—Digging in to potential impacts and implications
Recent executive orders from the White House call for the quadrupling of U.S. nuclear energy capacity by 2050.

Investing in emerging markets equity
There are a number of ways to invest in EM equities
CryptoFOMO: Decoding the lexicon of digital currencies
A neophyte’s journey to understanding cryptocurrencies (part II).
What happens next in the Israel-Iran conflict: Four potential scenarios
The conflict is a highly fluid situation with various potential geopolitical outcomes
Policy shifts shed new light on global equity opportunity set
Policy changes, geopolitical concerns, and potential paradigm shifts will demand an active approach.
China: Uncovering opportunities amid tariff truce and beyond
With lingering uncertainties from tariffs, we assess their potential impact on the Chinese economy.
An anatomy of tariffs: History, theory, and prognosis
Lessons for navigating an era with higher trade barriers

Summary with Investment Specialist Ritu Vohora
Policy risk in U.S. health care: Impacts less than feared despite the noise
With any new administration comes policy risk. For the U.S. health care sector, this risk tends to be magnified.
Caution: Stocks could face speed bumps ahead
U.S. equities have rallied due to decreased tariff fears. But we remain cautious.
Inflation protection and equity diversification to drive asset allocation
Previously unfavored assets are becoming more attractive
Bonds with credit risk may outperform government debt
Tariffs and German fiscal reform have shifted bond landscape
Equity markets to broaden further
An expanding opportunity set is expected to occur within the U.S. and overseas
Trump's tariffs will hit the U.S. economy hardest in the near term
No region will be unaffected in battle of heavyweights

The Blue Economy – Making Waves
T. Rowe Price and the International Finance Corporation (part of the World Bank Group) are partnering to grow the blue bond market to address the planetary and societal risks posed by the current underfunding of the blue economy.
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