Global Equities
AI Capital Cycle: Broadening Opportunity, Rising Selectivity
As the AI cycle matures, emerging constraints across compute, infrastructure, and capital could have broader implications for economic growth, financial conditions, corporate earnings, and asset returns
Join our Global Focused Growth Equity team as they discuss how they are navigating a more selective phase of the AI capital cycle and what it could mean for investors.
Thursday, September 24, 2026 2–2:45 p.m. ET
An experienced partner with global reach1
CAD 2.44 trillion
923
89+ Years
2026 Midyear Market Outlook: Five shifts reshaping markets
Geopolitical fragmentation, sticky inflation, energy security, and artificial intelligence investment are reshaping markets and broadening opportunities for active investors.
AI at work: From promise to impact
The new season examines where artificial intelligence may create lasting value, where expectations may be too high, and what investors should watch as adoption moves into the real economy.
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1All data as of December 31 2025, unless otherwise noted. Firmwide assets under management include assets managed by T. Rowe Price Associates, Inc., and its investment advisory affiliates.
Assets under management are calculated in US dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.
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