Time in the Market: Episode 39 – Ai is Flying! Why and What Next with Ashley Oerth?

In the latest episode of our award-winning series we are compelled to welcome Ashley Oerth, a Senior Invesco Investment Strategist, back to the podcast! Making a record-breaking 3rd appearance, we are desperate to hear Ashley’s views on why AI associated stocks are running so, so hot, and whether we are flirting with, or already in, bubble territory? We also want Ashley’s thoughts on opportunities outside of AI infrastructure and semi-conductor plays, and why her team’s geographical preferences (at first blush) don’t appear to align with a positive view on the AI theme. This podcast is for UK Professional Investors Only. Capital at Risk.  This podcast was recorded on 21st May 2026Hosted on Ausha. See ausha.co/privacy-policy for more information.