2027 Global Market Outlook
The great scramble for capital
Join T. Rowe Price investment experts for the 2027 global market outlook. Hear where growth opportunities may emerge beyond traditional market leaders, how bonds can provide income and stability, and what changing market dynamics mean for portfolio diversification.
3 p.m. ET November 17, 2026
AI Capital Cycle: Broadening Opportunity, Rising Selectivity
During our recent Global Focused Growth Equity webinar on September 24, Portfolio Specialist Jennifer O’Hara Martin was joined by Portfolio Manager Dave Eiswert to discuss how the evolving AI capital cycle is reshaping the global equity opportunity set.
The discussion explored:
- AI capital cycle: How AI investment is expanding beyond models and GPUs into physical and enterprise infrastructure
- Investment implications: Why a more capital-constrained market and the rise of agentic AI are increasing the importance of selectivity for global equity investors
We put our clients at the center of our best thinking
- Nov 2026
- Equity
- Article
Global equities: Our view on recent AI-related market developments
- Nov 2026
- Markets and Economy
- Article
Post midterms: What’s next for policy, the economy, and financial markets?
- Nov 2026
- Equity
- Article
Why the AI capex cycle has now become an economic cycle
INVESTMENT INSIGHTS
Global Asset Allocation Viewpoints
- Sep 2025
- August 2026 · Equity
- Video
Why investors should prioritize durable growth when the market does not
The magnitude of earnings growth matters, but so does staying power.
- Sep 2025
- May 2026 · In the Loop
- Video
What does the war in Iran mean for energy in the medium term?
View All Insights
Our insights show you what’s ahead, what’s most important, and how our investment teams are responding now - so you have the full picture.
Events and On-Demand Webinars
Hear directly from our experts on timely themes and topics.
- Sep 2025
- Client Portal
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