Investor Insights
Get the full picture of what's happening now, what's ahead, and how our investing teams are responding.
Insights from the experts
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Investing during transition
2025 Global Market Outlook
Explore our 2025 Global Market Outlook and learn why we believe the changes taking place in markets will deliver some of the richest opportunities since the aftermath of the global financial crisis.
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
In the Spotlight
The Angle Podcast
The Angle podcast brings you sharp insights on the forces shaping financial markets. With dynamic perspectives from the T. Rowe Price global investing team and special guests, curious investors can gain an information edge on today’s evolving market themes. Better questions, better insights. The Angle - only from T. Rowe Price.
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
88 insights
Mar 2025 · Monthly Market Playbook
Have we reached peak U.S. exceptionalism?
Future earnings growth may not support a valuation premium for U.S. over non-U.S. stocks.
Mar 2025 · From the Field
Perspectives on securitized credit
2024 Q4: Securitized credit market performance remained solid in the fourth quarter amid heavy supply.
Feb 2025 · From the Field
Three ways growing dividends can add value for investors
Don’t overlook the long-term appeal of a rising dividend.
Feb 2025 · From the Field
U.S. policy under Trump: What investors need to know
We explore the policy changes that could matter the most for markets and asset allocation.
Feb 2025 · From the Field
The cryptocurrency moment: Return considerations for a new asset class
Should asset allocators now consider establishing positions in digital assets?
Feb 2025 · From the Field
It's a smaller world—finding the winners in the new small-cap landscape
The shrinking U.S. stock market poses a challenge for investors
Feb 2025 · From the Field
How AI innovations could help solve the U.S. energy problem
Delivering the energy required to power artificial intelligence.
Feb 2025 · From the Field
Trump’s tariffs: More bite than bark?
The view that tariffs would have little long-term impact on asset prices is likely to be mistaken.
Feb 2025 · From the Field
For or against? The year in shareholder resolutions—2024
Analyzing voting results on shareholder resolutions on environmental, social, and political topics.
Feb 2025 · From the Field
How an investment strategy can blend the best of active and passive
A research-enhanced strategy can help clients get more from their portfolio’s core.
Feb 2025 · From the Field
Ahead of the Curve: How U.S. immigration changes could impact inflation and the Fed
Explore how immigration changes may influence inflation and Fed policy.
Feb 2025 · From the Field
Bondholder engagement—An important tool for effective stewardship
We believe bondholder engagements can help provide a valuable opportunity to share views and provide insights.
Feb 2025 · From the Field
Trump’s tariffs are a wild card for the global economy
Trade wars do not produce winners.
Feb 2025 · From the Field
How high could the 10-year U.S Treasury yield go?
U.S. Treasury yields have been climbing despite continued rate cuts from the Federal Reserve.
Feb 2025 · In the Loop
AI agents and robotics: Key drivers of future tech innovation?
The evolution of AI could boost productivity as firms make progress on autonomous applications.
Jan 2025 · From the Field
The cryptocurrency moment: Return considerations for a new asset class
Should asset allocators now consider establishing positions in digital assets?
Jan 2025 · From the Field
What macro data does (and does not) tell us about earnings
Why realized earnings can differ from macro-implied earnings.
Jan 2025 · In the Loop
Market Update: Trump Day One
Trump's initial actions: tariffs, immigration, energy impacts.
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