Q3 '23 Asset Allocation Viewpoints: Portfolio Positioning Amid an AI Arms Race

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  • 52 mins 27 secs
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.
  • 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
Sébastien Page, T. Rowe Price
Dominic Rizzo, T. Rowe Price
Chris Dillon, T. Rowe Price


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