'This is a good time to be an asset manager'

Model-driven vs human-led portfolios? We’re just about to embark on our algo journey, driven by our belief in rule-based investing. Smart beta products should build meaningful track records over the next five years. In the next two, they may not form a large share of our assets, but they hold strong potential to attract new investors. Reaching even 5 per cent of folios through these products would be an achievement. Market dynamics have shifted considerably in the past three years, especially with the new public issuances. With fresh stock ideas emerging, I see clear scope for alpha generation by active managers across market caps. This is a good time to be an

This article was originally published on October 24, 2025.