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Why markets remain skeptical of the AI infrastructure boom.

How is economic uncertainty shaping the financial outlook of UK savers? 
T. Rowe Price’s latest research takes a closer look at how economic uncertainty, rising living costs and market volatility are shaping retirement confidence, financial priorities and long-term saving decisions. Read the article now and sign up to receive the full Global Retirement Savers Study.

Discover how AI-driven capital spending is tapping fixed income markets for funding.

Three key reasons to consider an allocation to fixed income.

Different EU and U.S. policy paths point to a bumpier transition.

Key Insights

• The ideal conditions that fueled the outperformance of mega‑cap technology stocks over the past decade are no longer fully in place as the artificial intelligence (AI) race evolves.
• The AI arms race has introduced two structural shifts: More intense competition and much higher capital intensity.
• These changing dynamics have contributed to the T. Rowe Price Asset Allocation Committee’s underweight position in U.S. large‑cap stocks.

Different EU and U.S. policy paths point to a bumpier transition.

U.S. small-cap stocks have outperformed recently thanks to faster earnings growth.