Whether it's equities, fixed income or multi-asset, our analysts are following their curiosity and uncovering the latest insights to give our clients' investments the edge.
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.
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.
As the global economy evolves, we see a number of changes that suggest we are on a different equilibrium path - one that is taking us from a world of abundance to one of scarcity.
With over 180 equity analysts constantly asking questions to uncover real, market differentiating insights, our global equity clients benefit from a world-class research engine.
Portfolio Manager Peter Bates recently shared how AI and GLP-1s have piqued his curiosity and why investors should take notice.1
Portfolio Manager, Hari Balkrishna recently shared his thoughts with Livewire Markets.1
T. Rowe Price’s Global Impact Equity Portfolio Manager Hari Balkrishna shares with Hans Lee why the energy transition is far more than just a "net zero" mission, and some companies that investors should look out for.1
With major drug manufacturers like Eli Lilly and Novo Nordisk in a race to create a pill that can genuinely and safely accelerate weight loss, Portfolio Manager Hari Balkrishna shares where the real opportunities are for impact investors.1
Our approach to investing is truly global. With one of the most extensive and experienced buy-side global research engines in the industry, our investment teams discover investment opportunities you can be confident in.
1 The views and opinions expressed in the Livewire video are those of the Investment Professional at the time of the interview and are subject to change without notice. It is not intended to be securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Investment involves risks. Any person should consider the Product Disclosure Statement and Target Market Determination in relation to the fund(s) named in this video (if any) before making a decision. The video is used with permission from Livewire.
All information is as at 31 March 2024, unless specified.
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