The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
The Great Broadening: from AI and the Mag 7 to Emerging Markets and Beyond 8 October 2024
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss 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” as other sectors and smaller companies leverage AI to drive growth and efficiency.
To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager.
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