T. Rowe Price's Ritu Vohora: Global recalibration amid a shifting landscape

Investors at a 'pivotal moment'

There are decades when weeks happen and there are weeks when decades happen, but this year is shaping up to be one for the history books.

Ripples from Chinese low-cost AI disruptor DeepSeek, Trumponomics 2.0 and Germany's fiscal bazooka are making waves across markets. We are witnessing notable shifts across technological, geopolitical, economic and market leadership aspects globally. We are at a pivotal moment of global recalibration as previous systems are being tested, reimagined and remodeled. The regime shift introduces further uncertainty, with a wider range of possible outcomes, challenging how investors think. Inflection point Policy uncertainty under US President Donald Trump is feeding into a growing s...