'AI will supercharge fund managers, not replace them'

Model-driven vs human-led portfolios? We envision a future of synergy, not substitution. Over the coming years, all our active schemes will increasingly leverage AI—not to replace fund managers, but to assist and supercharge them. AI will drive research, risk analysis and idea generation, handling the quantitative heavy lifting so that fund managers can focus on areas where the human touch adds the most value. Insights from factory visits or interactions with company leadership are invaluable and key determinants of alpha generation. Qualitative judgments on manage

This article was originally published on October 25, 2025.