By Adrian Suljanovic
Publication Date: 2025-11-20 08:00:00
T. Rowe Price has released its 2026 global investment outlook, saying artificial intelligence has moved “beyond the hype” and has begun to drive measurable changes in the global economy and financial markets.
The company said investors’ attention is shifting from AI’s potential to its profitability, and new opportunities are emerging from rapid infrastructure expansion.
However, it warned that investors still face headwinds from “elevated inflation and stretched market valuations,” requiring a balance between exposure to established AI leaders and opportunities in cyclical and international markets.
Higher yields and increased government debt also underlined the appeal of inflation-protected securities, while Australian equity leadership is expected to turn to materials in 2026.
Thomas Poullaouec, regional head of global investment solutions, APAC, said: “With both fiscal and monetary policies globally supportive, the economic growth backdrop in…