By Iona Dent, Samuel Ruiz

The Great Broadening: from AI and the Mag 7 to Emerging Markets and Beyond

Iona Dent and Sam Ruiz spoke to ensombl about ‘The Great Broadening’, and where they see value and opportunity for investors particularly in select emerging markets.

October 2024 -

Episode 1

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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Episode 2

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 Associate Portfolio Manager

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 Portfolio Sepcialist

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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202410-3926067

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