EPISODE · Apr 17, 2026 · 45 MIN
Time in the Market: Episode 38 – What's Next for AI with Ashley Oerth – Invesco Strategist
from Time in the Market · host Invesco
In the latest episode of our award-winning series we are thrilled to welcome a returning favourite to the podcast, Ashley Oerth – a treasured Invesco Global Market Strategist. Once again Ashley delivers a fine performance, discussing Artificial Intelligence in both an erudite and accessible manner. The conversation covers lots of ground, including a comparison of AI development and adoption versus history, thoughts on the relentless pace of AI Capex and whether the Citrini paper and surrounding SaaSpocalypse fear had merit. Of course, in keeping with the Podcast’s core ambitions, we also quiz Ashley on her AI investment strategy, addressing US concentration risks and global opportunities. Another really engaging conversation from this prestigious Invesco talent.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 13th April 2026Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Time in the Market: Episode 38 – What's Next for AI with Ashley Oerth – Invesco Strategist
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