October 2024 -
In this first episode Sam Ruiz, Portfolio Specialist, discusses the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other sectors and smaller firms leverage AI to drive growth and efficiency.
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In this episode Iona Dent, Associate Portfolio Manager, discusses the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the “MAG 7” into other sectors and emerging markets.
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Iona Dent is an associate portfolio manager for the Global Growth Equity Strategy. In this role, she assists in managing the Global Equity Strategy to maximize long-term performance in accordance with its investment mandate and guidelines. She is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Samuel Ruiz is a portfolio specialist in the International Equity Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Australia Limited.
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