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Street Signals
Ben Ashby: Applying History’s Lessons to Today's Markets
Feb 13, 2025
Ben Ashby, the CIO of Henderson Rowe, is a seasoned investment manager from London with a focus on cross-asset investing. He delves into how historical market trends influence today’s economy, highlighting the rhythm of interest rate cycles and equity valuations. Ashby discusses the challenges posed by AI and political uncertainty, as well as recent market fluctuations and tactical investment strategies. He also analyzes the complexities of the UK economy and offers insights into navigating currency volatility and finding investment opportunities in a shifting financial landscape.
38:50
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Quick takeaways
- Historical economic cycles offer crucial insights for navigating current market behavior, particularly in relation to investment risks and opportunities.
- The integration of AI and data science is revolutionizing investment strategies, enhancing decision-making and uncovering trends in portfolio management.
Deep dives
The Role of Data Science in Investment Management
Investment management increasingly relies on data science, particularly in the context of portfolio management. Through big data projects initiated at JP Morgan, insights gained from credit card purchases and other financial data can lead to more precise economic and rate forecasts. The evolution of these techniques is transforming traditional investment strategies, allowing professionals to harness AI tools to enhance decision-making and efficiency in research. This shift not only improves modeling capabilities but also enables individual analysts to leverage sophisticated algorithms that can uncover important trends and opportunities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode