Q3 '23 Asset Allocation Viewpoints: Portfolio Positioning Amid an AI Arms Race
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Against the backdrop of an uncertain economic forecast and a surprisingly robust equity
market, the emergence of artificial intelligence (AI) is a potential game changer. Experts
discuss the broader markets and economies amid an emerging AI arms race, and how
we are positioning portfolios in a period of profound change.
Dominic Rizzo, T. Rowe Price
Chris Dillon, T. Rowe Price
202307-3000294
© 2023 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH
CONFIDENCE, and the Bighorn Sheep design are, collectively and/ or apart, trademarks of
T. Rowe Price Group, Inc.,
- Recession expectations persist, but the U.S. economy remains resilient
- Equity market has been surprisingly robust, with AI emerging as a key factor
- AI arms race likely to affect broader economies and markets
- Portfolio construction and tactical positioning insights
Dominic Rizzo, T. Rowe Price
Chris Dillon, T. Rowe Price
202307-3000294
© 2023 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH
CONFIDENCE, and the Bighorn Sheep design are, collectively and/ or apart, trademarks of
T. Rowe Price Group, Inc.,