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.
3 p.m. ET November 17, 2026
An experienced partner with global reach*
1937
CAD 2.44 trillion
923
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
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Important Information
*As of September 30, 2025. Firmwide Assets Under Management includes assets managed by T. Rowe Price Associates, Inc., and its investment advisory affliciates.
Assets under management are calculated in US dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.
202508-4661260