Three key reasons to consider an allocation to fixed income.

Different EU and U.S. policy paths point to a bumpier transition.

Key Insights

• The ideal conditions that fueled the outperformance of mega‑cap technology stocks over the past decade are no longer fully in place as the artificial intelligence (AI) race evolves.
• The AI arms race has introduced two structural shifts: More intense competition and much higher capital intensity.
• These changing dynamics have contributed to the T. Rowe Price Asset Allocation Committee’s underweight position in U.S. large‑cap stocks.

Different EU and U.S. policy paths point to a bumpier transition.

U.S. small-cap stocks have outperformed recently thanks to faster earnings growth.

The outlook for health care is improving, fueled by innovation across several key subsectors.

Justin Thomson, head of the T. Rowe Price Investment Institute, sits down with renowned historian and author Sir Niall Ferguson to discuss the value of financial history for investors.

Join host Jackie Fortner as she sits down with Priyal Maniar and Elliot Shue to delve into the enduring importance of oil and gas in the global energy mix.