House Voice

'Investors have evolved in how they analyse market info'

An exclusive conversation with Rajnish Narula, MD & CEO, Canara Robeco AMC

‘Investors have evolved in how they analyse market information’

Model-driven vs human-led portfolios? I believe that in money management, where numbers are not the only factor but also involve a range of human behavioural aspects, emotions and qualitative assessments, the fund manager-led approach plays a significant role. Models, artificial intelligence or machine learning, on the other hand, could be used extensively for quantitative assessment, sustainability and validation. A human edge helps identify non-linear opportunities and capitalise on them. T

This article was originally published on October 21, 2025.

This story is not available as it is from the Mutual Fund Insight November 2025 issue

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