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Investing in a post-globalisation world
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.
Markets and Economy
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.
Ahead of the Curve
A view from global fixed income
Read the latest monthly insights from our Fixed Income CIO, Arif Husain
From the Field
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
135 insights
Jun 2025 · On the Horizon
Summary with Investment Specialist Ritu Vohora
Jun 2025 · On the Horizon
Inflation protection and equity diversification to drive asset allocation
Previously unfavored assets are becoming more attractive
Jun 2025 · On the Horizon
Bonds with credit risk may outperform government debt
Tariffs and German fiscal reform have shifted bond landscape
Jun 2025 · On the Horizon
Equity markets to broaden further
An expanding opportunity set is expected to occur within the U.S. and overseas
Jun 2025 · On the Horizon
Trump's tariffs will hit the U.S. economy hardest in the near term
No region will be unaffected in battle of heavyweights
May 2025 · From the Field
Beyond sequencing risk: Dynamic withdrawals for retirement
We believe dynamic withdrawal strategies can help improve retirement outcomes.
May 2025 · From the Field
Safe havens in 2025? It's a complicated relationship
Explore risk-hedging opportunities in an increasingly complicated market environment.
May 2025 · From the Field
Dynamic markets may favor a hybrid of active and passive investing
An active-enhanced index strategy has the potential to add value in a variety of environments.
May 2025 · In the Spotlight
A five-dimensional framework for retirement income needs and solutions
A new tool to help DC plan sponsors evaluate retirement income solutions for their participants.
May 2025 · From the Field
Partnering for impact and innovation: A closer look at impact outcome bonds
Partnering with supranational organizations can play a key role in accessing innovative deals.
May 2025 · From the Field
Perspectives on securitized credit
Securitized credit markets posted relatively resilient performance in the first quarter of 2025.
May 2025 · In the Loop
U.S. economy at a crossroads: Inflation, trade realignment, and the road ahead
Fiscal stimulus should be supportive, but inflation and trade uncertainties remain key risks.
May 2025 · From the Field
How to effectively manage interest rate risk in today’s world
With volatility likely to persist, an active approach remains critical.
May 2025 · Monthly Market Playbook
Are U.S. Treasuries still a shelter from recession?
Tariffs and Fed policy uncertainty have undermined the traditional role of U.S.Treasuries.
May 2025 · Ahead of the Curve
Tariffs add to a toxic combination for U.S. Treasuries
Explore the impact of tariffs on inflation and U.S. Treasury yields.
Apr 2025 · From the Field
The “Magnificent Seven,” equity market concentration, and portfolio strategy
The outook for equity market concentration and how to address it in active portfolios.
Apr 2025 · From the Field
Adapting to structural market changes
Structural market changes require an understanding of risks and adapting old strategies
Apr 2025 · From the Field
Three reasons to consider T. Rowe Price Diversified Income Bond Strategy
Seeks to provide high yield‑like returns with investment‑grade levels of risk.
Apr 2025 · In the Loop
Tariffs create uneven outcomes, but they can also present opportunities
Tariffs create uneven outcomes, but policy changes present opportunities for active managers.
INVEST WITH CONFIDENCE™
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.
202501-4114113