From Ballot to Bubble: AI Policy and the Battle for Market Leadership
Join Scott Berg, Portfolio Manager, Global Equity, for a discussion on how the U.S. midterm elections, an accelerating AI investment cycle and shifting market leadership could shape the next phase for global equities. Scott will share how active investors can pragmatically participate in a speculative market and manage risk amid AI enthusiasm, market concentration, and geopolitical uncertainty.
Registered
- Event Takeaways
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- Post-election market outlook: Gain Scott's perspective on how the U.S. midterm election outcome could influence markets, policy and the global investment landscape.
- Bubble Watch in action: Hear how Scott’s “Bubble Watch” framework is helping assess key market indicators, supporting disciplined investment decisions rather than emotional ones.
- Finding durable opportunities: Discover where our global research platform is uncovering long-term growth opportunities beyond the market's most crowded trades.
We look forward to sharing a thought-provoking discussion on navigating a market where the opportunities remain significant, but selectivity, diversification and active risk management are becoming increasingly important.
Speakers
Scott Berg is the portfolio manager for the T. Rowe Price Global Growth Equity Strategy. He is an executive vice president of T. Rowe Price Global Funds and T. Rowe Price International Funds. In addition, he is vice president of T. Rowe Price Group and T. Rowe Price International Funds.
Sam Ruiz is a Portfolio Specialist in the International Equity Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Australia Limited.
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