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
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
close
We put our clients at the center of our best thinking
- Aug 2026
- Fixed Income
- Article
Profits, policy, and capital scarcity: The new credit market regime
- Jul 2026
- Fixed Income
- Article
The U.S. dollar: Near-term tailwinds, long-term headwinds
- Jul 2026
- Markets and Economy
- Article
The Analyst Spotlight — Beyond the Oil Price: Where the Energy Cycle Turns Next
INVESTMENT INSIGHTS
Global Asset Allocation Viewpoints
- 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.
- May 2026 · In the Loop
- Video
What does the war in Iran mean for energy in the medium term?
FIXED INCOME INSIGHTS
Ahead of the Curve
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.
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