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.

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3 p.m. ET November 17, 2026

From the field

Webinar replay: Q4 '26 Asset Allocation Viewpoints

Since early summer, markets have struggled to find clear direction amid the competing narratives around AI, Fed policy, inflation, private credit, and the notable rise in interest rates. As investors look to the final months of the year, what could shape the market’s next move, and where are pockets of opportunity emerging across public and private markets?

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We put our clients at the center of our best thinking

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The AI Investment Cycle: What Has Changed?

AI infrastructure demand remains strong, but the investment cycle is evolving.
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  • Markets and Economy
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Post midterms: What’s next for policy, the economy, and financial markets?

Divided government could limit legislation agenda, while broader forces continue...
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Why the AI capex cycle has now become an economic cycle

AI spending has outgrown mega-cap tech cash flow, and its effects now reach rates...
Global Markets Weekly Update Video
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  • August 2026 · Equity
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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.

September 2026, Retirement

Sixth Annual Defined Contribution Consultant Study

What consultants and advisors see ahead for defined contribution plans.

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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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  • Aug 2025
  • Client Portal

Learn more about our new portal for Institutional Clients

Structural changes in credit spreads may be concealing value in credit.
By   Arif Husain, CFA
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