Panel 4: Who’s in Charge: Investors or Algorithms?

Written By Bev Shah

Watch the video from the Investors ACT Conference 2026

In this panel from the Investors ACT Conference 2026, held in partnership with RBC BlueBay Asset Management, Natalie Kenway poses questions to Ashley Oerth, senior investment strategist at Invesco, Jenn-Hui Tan, chief sustainability officer at Fidelity International, and Fraser Lundie, global head of fixed income at Aviva Investors.


They discussed:

  • How AI is making investment teams faster - but it may also make markets more crowded, consensus-driven and volatile if everyone relies on the same models.

  • The real competitive edge in active management may no longer be access to AI itself - but human judgement, scepticism and the ability to challenge what the model says.

  • Investment firms face a major question: if AI cuts costs and automates parts of research, do clients get lower fees - or better outcomes?

  • The industry’s apprenticeship model could be disrupted as AI replaces much of the junior “grunt work” traditionally used to train the next generation of investors.

Bev Shah https://www.cityhivementoring.com
Next

Why culture matters (and why clients should care)