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At a Glance
Our equity investment ecosystem is alive to give us a holistic view of the investible universe.
Our focus on knowledge, talent, and culture aims to give our clients the best opportunity to meet their goals.
Our thoughts on the issues that matter to you.
To identify actionable insights, our research across market caps, industries, and local markets never stops—building a real understanding of how companies and economies operate.
Dec 2024
Manager Perspectives
Growth or value? Why choose when you can have core?
Powerful factors provide a relatively positive backdrop for equity markets in 2025.
By David J. Eiswert
Nov 2024
Regional Thoughts
Disciplined investing amid a dynamic U.S. market environment
Looking toward 2025, U.S. equity market returns are likely to be harder earned.
Nov 2024
Sector Views
AI’s “easy money” era is over, but an abundance of opportunities remain
Artificial intelligence is set to be one of the biggest productivity enhancers for the global economy since electricity.
PODCAST
Revolution to Reality – Exploring the Power of Artificial Intelligence
Revolution to Reality – Exploring the Power of Artificial Intelligence
In the second season of The Angle from T. Rowe Price, we explore the rapid rise of generative artificial intelligence (AI). Does AI represent the monumental change that headlines often indicate, or should we temper expectations? Where are we seeing the initial impacts on industries, and are there hidden risks to monitor? Host Jennifer Martin, portfolio specialist, and guests consider the evolving implications for financial markets and the global economy—including the potential opportunities and pitfalls.
Our equity strategies outperformed 79% of the time.
Ten-year periods, rolling monthly, over the last 20 years ended 31/12/23.
T. Rowe Price equity strategies delivered higher average annualised returns than their benchmarks over time. And they showed better results in the vast majority of rolling monthly periods over a 20-year span.
That’s the result of our rigorous global research and an understanding of regions, sectors, and companies that allowed us to uncover equity investment opportunities with long-term growth potential.
That's the T. Rowe Price difference.
Past performance is not an indicator of future performance.
Analysis by T. Rowe Price. Represents a comparison of all marketable institutional equity composites compared with the official composite primary benchmark assigned to each. Excludes money market and index/passive composites. In order to avoid double-counting in the analysis, specialised composites viewed as substantially similar to strategies already included (e.g., constrained strategies, ex-single country excluded strategies, etc.) are also excluded. Composite net returns are calculated using the highest applicable separate account fee schedule for institutional clients. All figures in USD. The performance of each T. Rowe Price composite was compared against its official composite primary benchmark using 10-year rolling monthly periods from 1/1/04 to 31/12/23. For more information on the methodology of this analysis, please see Comparing T. Rowe Price Composites with Their Benchmarks, which is available upon request.
Analysis aggregates and averages the performance history of 52 equity composites covering 5,525 periods (33 U.S. equity composites covering 3,809 periods and 19 international equity composites covering 1,716 periods).
Our associates use their generational knowledge and deep understanding of the market to recognize patterns and perpetually connect the dots of the financial world.
A broad range of solutions designed to help meet your needs.
Our portfolio managers independently apply their bespoke investment frameworks to help generate outcomes for specific client needs. See how these investment products go beyond active investing to help clients thrive in a changing world.
General Portfolio Risks
Equities
Capital risk – the value of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the portfolio and the currency in which you subscribed, if different.
Equity risk – in general, equities involve higher risks than bonds or money market instruments.Geographic concentration risk – to the extent that a portfolio invests a large portion of its assets in a particular geographic area, its performance will be more strongly affected by events within that area.
Hedging risk – a portfolio's attempts to reduce or eliminate certain risks through hedging may not work as intended.
Investment portfolio risk – investing in portfolios involves certain risks an investor would not face if investing in markets directly.
Management risk – the investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably).
Operational risk – operational failures could lead to disruptions of portfolio operations or financial losses.
Important Information
All data as of December 31 2024 unless otherwise stated.
*The total equity assets managed by T. Rowe Price Associates, Inc., and its investment advisory affiliates. Total equity assets include all equity separate accounts and funds along with a portion of certain T. Rowe Price U.S.-registered multi-asset funds as of December 31 2024.
Unless indicated otherwise the source of all market data is of 30 September 2024.
This material is being furnished for general informational purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.
The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources' accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.
It is not intended for distribution to retail investors in any jurisdiction.
The above graphic shows a circular chart and bar graph that demonstrate how T. Rowe Price equity strategies at composite level beat their benchmarks in 79% of periods analysed and delivered an average of 1.39% in additional return over their benchmarks across all periods analysed. Results shown after fees.
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