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.
An experienced partner with global reach1
CAD 2.44 trillion
923
89+ Years
Title: Sixth Annual Defined Contribution Consultant Study
Explore how leading consultants and advisors view evolving retirement plan trends, including:
- Investment menus, personalization, and retirement income
- Growing expectations for private credit and private equity
- Active or passive? The answer increasingly depends on the asset class
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- Aug 2026
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Profits, policy, and capital scarcity: The new credit market regime
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The U.S. dollar: Near-term tailwinds, long-term headwinds
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The Analyst Spotlight — Beyond the Oil Price: Where the Energy Cycle Turns Next
INVESTMENT INSIGHTS
Global Asset Allocation Viewpoints
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Why investors should prioritize durable growth when the market does not
The magnitude of earnings growth matters, but so does staying power.
- May 2026 · In the Loop
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What does the war in Iran mean for energy in the medium term?
FIXED INCOME INSIGHTS
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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.
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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.
202507-4687954