Investors should temper their expectations for equity returns amid elevated valuations and peak profit margins, but several positive trends could support further market gains.


			 U.S. Equities:  Tempering Expectations for an Aging Bull Market 
			

For the first time since the global financial crisis, the U.S., Europe, and China are on a solid growth path with improving employment trends, but the pace of growth is expected to slow in 2018.


			 Global Economy:  Global Growth Expected to Slow in 2018 
			

Several structural factors for international markets are likely to remain supportive, but these developments are already priced into markets and valuations generally remain above average. Investors should expect more volatility in 2018.


			 November 2017 - The Outlook For International Investing 
			

Technology innovation is driving an accelerated rate of change, and the biggest winners have catapulted to unprecedented value. These trends are likely to continue, providing many attractive opportunities for investors.


			 November 2017 - The Outlook For Technology Investing 
			

Fixed income strategies were successful in 2017 but fixed income investors should expect a more challenging year in 2018 as interest rates rise and central banks begin withdrawing liquidity.


			 November 2017 - The Outlook For Global, High-Income Bond Investing 
			

With historically low interest rates expected to persist, dividend growth investing remains an attractive strategy, according to Tom Huber, manager of the T. Rowe Price Dividend Growth Fund.


			 March 2017—Outlook for Dividend Growth Investing 
			

With the Federal Reserve normalizing U.S. interest rates, active management and global diversification are becoming more important for fixed income investors, says Chris Dillon, a T. Rowe Price global fixed income portfolio specialist.


			 March 2017—Bond Outlook Favors Global Diversification 
			

Although small cap indices have been hitting record highs, the outlook remains favorable, says David Wagner, manager of the T. Rowe Price Small-Cap Value Fund.


			 March 2017 - Favorable Outlook for Small-Cap Investing 
			

Larry Puglia, U.S. equity portfolio manager, discusses how the fundamental environment for equity investing could remain favorable, but uncertainty over President Donald J. Trump's policies poses risks.


			 January 2017 - Domestic Equity Market Outlook 
			

Gonzalo Pángaro, emerging markets equity portfolio manager, discusses how rising U.S. interest rates are a headwind for emerging markets, but investors may do well if rates rise at a gradual pace and inflation remains moderate.


			 January 2017 - Emerging Markets Equity Outlook 
			

The T. Rowe Price Conversations audio podcast series brings you timely discussions, insights and analysis from our investment team.

Steve Huber, fixed income portfolio manager, discusses how U.S. interest rates are likely to rise further early this year, but credit sectors tend to perform relatively well in a period of gradually rising rates.


			 January 2017 - Global Bond Market Outlook 
			

Judith Ward, a senior financial planner, discusses strategies on how investors need to maintain a long-term perspective to cope with stock market volatility. A well-diversified portfolio can help weather market downturns.


			 April 2016 - Coping with Stock Market Volatility 
			

Timothy Murray, a global allocation specialist, discusses the equity market environment and asset allocation strategy. Although the U.S. equity markets have staged a strong rally since bottoming in mid-February, investors face stiff challenges ahead.


			 April 2016 - Despite Rally, a Challenging Environment for U.S. Equity Investors 
			

Chief U.S. Economist Alan Levenson discusses the probability of a U.S. recession this year and that it remains low. The economy is not overextended in terms of the unemployment rate, and corporate profit margins remain firm.


			 April 2016 - No Recession in the Cards for U.S. Economy 
			

Nick Beecroft, a portfolio specialist for Asia ex-Japan equities, discusses how global markets have been ambushed by recent events in China but says this does not change the firm's positive, longer-term view for investing in China or Asia more broadly.


			 January 2016 - China Tremors Create Opportunities and Risks 
			

Nick Beecroft, a portfolio specialist for Asia ex-Japan equities, sees several positive trends on the horizon, and the recent sell-off has created many attractive investment opportunities.


			 October 2015 - Part 2: Despite China Slowdown, Asia Seems Poised for Recovery  
			


			 October 2015 - Part 1: Despite China Slowdown, Asia Seems Poised for Recovery  
			

Mike Conelius, manager of the Emerging Markets Bond Fund, discusses why improving fundamentals and higher yields should support an emerging market bonds performance rebound in 2016.


			 October 2015 - Emerging Market Bonds: The Contrarian Play for 2016? 
			

Hugh McGuirk, head of T. Rowe Price's Municipal Bond Department, does not expect the pace or magnitude of Fed rate hikes to pose a significant threat to municipal bond prices.


							 October 2015 - Fed Not Seen as a Big Threat to Muni Bonds 
							

Steve Huber, manager of the Global Multi-Sector Bond Fund, does not expect long-term rates to change significantly and sees opportunities globally with central banks in different phases of monetary policy.


			 October 2015 - Opportunities and Challenges for Global Bond Investors 
			

Amazingly informative and helpful. Love the clarity of the messaging.

Every one I've listened to

It’s helpful. It makes sense. It’s practical. And there’s not too much of that investment jargon that would typically make your eyes glaze over. A good listen.

Smart investment chatter you can understand

T. Rowe Price: Conversations

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