Time in the Market: Episode 38 – What Next for AI with Ashley Oerth – Invesco Strategist

45min | 04/17/2026

Description

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 2026

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

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 2026

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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