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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2

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Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

Iona Dent LinkedIn: https://www.linkedin.com/in/iona-dent-8b596514/

To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

974 episoade

Artwork
iconDistribuie
 
Manage episode 444160403 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

Iona Dent LinkedIn: https://www.linkedin.com/in/iona-dent-8b596514/

To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

974 episoade

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