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

An experienced partner with global reach1

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From the field

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
View on Demand Read Summary
AI Capex Image

We put our clients at the center of our best thinking

  • Oct 2026
  • ESG
  • Article

Beyond the AI boom: A framework for evaluating data center bonds

A framework for assessing data center bonds as the market grows
By   Matthew Lawton, CFA, Ashley Tennyson, Ellen O'Doherty, CFA
  • Oct 2026
  • Equity
  • Article

The ChatGPT moment in transportation? Autonomous driving nears commercial inflection

Autonomous driving could be one of the most compelling AI use cases.
By   David R. Giroux, CFA, Michael J. Signore
  • Oct 2026
  • Multi-Asset
  • Article

In the age of AI, better questions are the new investment edge

What the world’s best forecasters can teach investors about judgment and uncertainty.
By   Justin Thomson
INVESTMENT INSIGHTS

Global Asset Allocation Viewpoints
Global Markets Weekly Update Video
  • Oct 2025
  • 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.

By   Priyal Maniar
September 2026, Retirement

Sixth Annual Defined Contribution Consultant Study

What consultants and advisors see ahead for defined contribution plans.
Fixed Income

Read the latest on bond markets from our CIO Arif Husain
Old Trustee

Explore Insights from the Investment Institute

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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.

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