T. ROWE PRICE'S INAUGURAL GLOBAL RETIREMENT SURVEY FINDS ONE-THIRD OF SAVERS EXPECT TO WORK IN RETIREMENT
Rhea-AI Summary
T. Rowe Price (NASDAQ:TROW) released its inaugural Global Retirement Savers Study on Dec. 8, 2025, surveying more than 7,000 retirement savers across the United States, Australia, Canada, Japan, and the United Kingdom.
Key findings: 34% of global savers expect to work at least part-time in retirement (37% in the U.S.). Economic concerns include 50% expecting a recession by mid-2026, 42% citing inflation, 30% geopolitical events, and 27% interest rates. Only 31% expect to live as well or better in retirement; 17% fear running out of money; 27% feel confident they could withstand a major financial shock. Workplace resources and human advisors are top advice sources worldwide.
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News Market Reaction – TROW
In the Dec 8 session, TROW declined 1.93%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Dec 08 | Global retirement survey | Neutral | -1.9% | Inaugural survey highlights saver expectations and macro concerns worldwide. |
| Dec 01 | Financing announcement | Neutral | -0.8% | Financing details for Omni Fiber expansion associated with TROW in summary. |
| Nov 19 | Market outlook report | Neutral | -0.1% | 2026 outlook discussing AI, fiscal stimulus, and portfolio tilts. |
| Nov 19 | Podcast episode release | Neutral | -0.1% | Podcast with Eli Lilly’s CEO on health care transformation and AUM disclosure. |
| Nov 13 | Podcast season launch | Neutral | -1.0% | Launch of Season 5 of retirement planning podcast focused on saver education. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent company communications and thought-leadership pieces have generally been followed by modestly negative price reactions, indicating limited short-term upside response to neutral news.
Over the last few months, T. Rowe Price has emphasized thought leadership and client outreach rather than major corporate actions. On Nov 13, it launched Season 5 of its retirement podcast, followed on Nov 19 by a 2026 global markets outlook and a C‑suite health care podcast episode, both with minimal share-price impact. The Q3 2025 10‑Q on Oct 31 detailed solid revenues and AUM growth alongside restructuring charges. Today’s Dec 8 global retirement survey continues this pattern of research-driven, brand-building announcements with modestly negative price reaction.
AI-generated analysis. How Rhea-AI works. Not financial advice.
New global study surveys workers across multiple regions, offering new insight into behaviors, priorities, and challenges of retirement savers worldwide
The global research, which surveyed more than 7,000 retirement savers in
"Research is at the heart of everything we do," said Jessica Sclafani, global retirement strategist at T. Rowe Price. "It helps us understand the evolving needs of retirement savers around the world. Longer life spans, financial uncertainty, and shifting expectations are redefining retirement—transforming it from a fixed destination to an evolving journey that demands new thinking from both savers and the industry. By studying these shifts in attitude, we can better understand what savers need today and empower them with the strategies and solutions that can build financial security, confidence, and optimism for the future."
Additional key findings from the survey include:
- Economic outlooks vary sharply by region. Economic pessimism is highest in
Japan andCanada , where62% and56% of respondents, respectively, foresee a recession. In contrast, savers in theU.S. ,Australia , and theUK are more optimistic, with less than half bracing for a near-term recession. - Retirement optimism is low worldwide and confidence is deeply gendered. Only
31% of respondents expect to live as well or better in retirement. Pessimism is most pronounced inJapan andAustralia , while optimism is highest in theUK . Meanwhile, retirement confidence differs by gender: women—especially single women—report significantly lower retirement confidence compared to men, most notably inAustralia , where31% of men report high confidence versus only15% of women. - Excitement for retirement is linked to financial confidence and progress. About one-third of global retirement savers say they are excited for retirement. As expected, this optimism correlates with stronger financial footing: excited savers are more likely to be higher earners, married, (
39% versus30% of single savers), and are twice as likely to report progress toward their financial goals. - Workplace resources and human advisors are top sources of financial advice. Three of the four most relied-upon sources of advice for global savers are connected to the workplace, with the highest reliance reported in the
U.S. Japanese respondents, in contrast, are more likely to self-direct compared to other regions. Meanwhile, despite the rise of digital tools, human advisors remain essential—tied with the retirement plan recordkeeper as the most relied upon source of advice worldwide.
"As we continue to expand our global reach, T. Rowe Price remains focused on turning insights into action," said Michael Davis, head of global retirement strategy at T. Rowe Price. "These findings will shape the solutions we develop and guide how we partner with employers, providers, and policymakers to drive meaningful progress. We are committed to strengthening financial confidence and delivering better retirement outcomes across every region we serve."
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SOURCE T. Rowe Price Group