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T. Rowe Price
T.Rowe Price: Minds, machines and market shifts
AI is driving real change, but bubble concerns are growing. Investors must balance exposure to AI with broader opportunities and enduring risks in 2026.
T.Rowe Price: Minds, machines and market shifts
Artificial intelligence (AI) is no longer just a promise – it’s powering measurable change across the global economy and financial markets. After years of hype and speculation, the AI boom has crossed a critical threshold: Ideas are becoming infrastructure, and investor focus is shifting from AI’s potential to its profitability.
T.Rowe Proce: AI: Potentially the biggest productivity enhancer since electricity?
The internet delivered a powerful boost to productivity, but AI looks set to surpass it just three years after the launch of ChatGPT.
T.Rowe Price: Three big reasons why smaller stocks deserve attention
Are small- and mid-cap stocks poised for a glow-up? Smaller companies are trading at some of their steepest discounts in decades. Central banks are in easing mode. Merger and acquisition (M&A) activity has accelerated.
T.Rowe Price: Minds, machines and market shifts
AI is driving real change, but bubble concerns are growing. Investors must balance exposure to AI with broader opportunities and enduring risks in 2026.
T.Rowe Price: Bonds for every market
The oceans are unpredictable, just like bond markets. Nobody can claim to know what difficulties lie ahead, especially on a long voyage. It takes preparation and experience to see you through to your final goal.
T.Rowe Price: Senior members can benefit from personalised asset allocation
Our recent study, conducted in collaboration with experts from Massachusetts Institute of Technology (MIT) Sloan School of Management and Stanford University Graduate School of Business, reveals that as retirement savers age, both their asset allocation preferences and accumulated savings become more varied. This is a summary of the paper, “Age, evolving allocation preferences, and the case for personalized solutions.” We looked at data from T. Rowe Price’s US recordkeeping platform (covering more than 2 million participants) and broader household surveys and found that lower-than-recommended equity allocations are often driven by behavioural frictions—such as inertia and limited investment knowledge—rather than by risk aversion alone.
T.Rowe Price: Looking for income? Four bond solutions to consider
Investors continue to face a range of market and economic challenges, including political uncertainty, persistent inflation, high fiscal deficits, and ongoing geopolitical tensions. These factors may fuel bouts of volatility and be challenging to navigate, but the good news is that investors can potentially generate an attractive income stream from bonds as yields remain elevated.
T.Rowe Price: Establishing industry best practice: A net zero methodology for sovereign investors
Sovereign bonds arguably represent the deepest and most liquid part of global fixed income markets, and they play a prominent role in many institutional investors’ portfolios.1 However, sovereign debt integration within net zero strategies has traditionally been low due to several barriers,2 as well as the lack of an industry-agreed methodology.
T.Rowe Price: AI and The Market Environment for Technology Stocks
Portfolio Manager Dom Rizzo outlines his views on the market backdrop for tech stocks, including the areas he’s most excited about as well as those where he is more cautious.
T.Rowe Price: Emerging Markets Discovery Equity Strategy
Portfolio Manager Ernest Yeung outlines his outlook for emerging markets, including regions he thinks look attractive and themes he’s focusing on.
TRP: US All- Cap Opportunities Equity Strategy
Portfolio Manager Justin White highlights areas of the market that appear favourable and the key risks to his outlook.
TRP: US Smaller Companies Equity Strategy
Portfolio Manager Matt Mahon shares what’s on his mind as he assesses the current environment for US smaller companies.
T.Rowe Price: The Long View: Interview with Sarah Friar, CFO of OpenAI
In these special episodes of “The Angle from T. Rowe Price,” Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in today’s fast-paced and ever-changing business landscape.
T.Rowe Price: Finding clarity in a cloudy market
Markets in 2025 have been dominated by a series of disruptive and unpredictable policy implementation. Tariffs have been hastily announced, causing considerable market disruption, only to be raised, suspended, renegotiated, or halted by legal challenges. The confusion has created a murky landscape for investors.
T.Rowe Price: Case for global equities: Enhancing opportunity, diversification, and risk management
The case for global equity allocation is gaining renewed momentum. By investing globally, investors gain access to a broader opportunity set across sectors, countries, and regions—reducing concentration risk and unlocking new avenues for growth and diversification. Broader exposure and lower concentration risk helps provide a form of “portfolio insurance” against shifts in investment styles or market momentum. This buffer is particularly valuable when markets are narrowly focused on a limited group of themes or companies, as is the case today.
T.Rowe Price: Beyond big tech: Why value stocks deserve a closer look
Just outside Washington, D.C., in suburban Northern Virginia, lies “data center alley,” a dense cluster of warehouse?like facilities powering the rise of artificial intelligence (AI).
T.Rowe Price: The greatest fixed income investment opportunity in decades?
Are you ready for a world where the 10?year U.S. Treasury yield goes to 6%? According to our Head of Global Fixed Income and CIO Arif Husain, this scenario—unthinkable just a few years ago—has become a real possibility in the next 18 months due to U.S. fiscal expansion and the potential for tariffs to drive inflation higher.
T.Rowe Price: How AI’s rise is changing the game for software companies
The software industry is home to some of the more popular business models that have emerged over the past two decades, as the shift to cloud delivery and subscriptions has led to strong growth, high margins on incremental sales, and increased recurring revenue.
T.Rowe Price: Are structural spread changes concealing value in credit?
Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both investment grade and sub-investment grade—where spreads are near the tightest levels since the turn of the 21st century. This is after widening in the wake of the Trump administration’s initial tariff announcements in early April.
T.Rowe Price: How AI’s rise is changing the game for software companies
The software industry is home to some of the more popular business models that have emerged over the past two decades, as the shift to cloud delivery and subscriptions has led to strong growth, high margins on incremental sales, and increased recurring revenue.
T.Rowe Price: Impact of high sovereign debt on bond markets
Tuesday, September 09, 2025 10am
T.Rowe Price: 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.
T.Rowe Price: A shifting macro regime is testing the traditional role of government bonds
High-quality government bonds have traditionally been viewed as a portfolio ballast, providing steady income, dampening volatility and offering diversification through negative correlation to risk assets. However, the current market environment challenges these assumptions.
T.Rowe Price: Focus on what matters beyond the tariff deadline
Tariffs had been a key market driver since President Trump took office. But over the past month, U.S. stocks have rallied despite trade uncertainty.
T.Rowe Price: Gone Private: Allocating to Private Credit in Multi-Asset Income Portfolios
In an uncertain environment, multi?asset (MA) solutions are well?suited for investors seeking capital growth, downside risk management and a steady income. However, the investment landscape in 2025 appears particularly tricky, with elevated trade and geopolitical tensions, macroeconomic risks, and unease about rising global debt. This confluence of factors could potentially cause typical cross?asset class correlations to break down.
T.Rowe Price: 125 years of returns: Timeless lessons in investing
Professor Elroy Dimson of Cambridge University recently presented his findings on the Dimson, Marsh and Staunton (DMS) Investment Returns database as part of our T. Rowe Price Investment Institute Speaker Series. Now 125 years old and counting, this dataset is highly authoritative on equity and bond returns. So, what does it reveal that might help us today?
T.Rowe Price: 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.
T.Rowe Price: Should we be more worried about U.S. growth or inflation? Or neither?
The market narrative over the last 12 months has oscillated between worries about U.S. growth and worries about inflation. Investors often get caught up in the consensus narrative, which can quickly lead to overcrowded positioning in certain trades.
T.Rowe Price: While high yield bonds are unlikely to keep pace with stocks if U.S. economic growth proves surprisingly robust, they currently feature very attractive yields relative to recent history—both on an absolute basis and relative to stocks.
While high yield bonds are unlikely to keep pace with stocks if U.S. economic growth proves surprisingly robust, they currently feature very attractive yields relative to recent history—both on an absolute basis and relative to stocks.