Rupal Agarwal: The AI-led Era of Investing
Shownotes
Host Diana Wood is joined by Senior Asia Quant Strategist Rupal Agarwal to explore how generative AI is reshaping the asset management industry. With AI adoption accelerating, Rupal examines the scale of investment required, the potential for significant efficiency and margin gains, and how the investment process itself could be fundamentally transformed. The conversation explores the emergence of AI-native workflows, the changing roles of analysts and portfolio managers, and how AI could democratise access to information while blurring the lines between quantitative and fundamental investing. Rupal also tackles a key question for investors: will AI make markets more or less efficient?
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