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Artificial intelligence in financial forecasting and investment management

Ana Lourdes Azamar-Encinas,Y. Landazuri-Aguilera,Edwin Alexis Baez-Lugo

2025 · DOI: 10.35429/ejdrc.2025.11.19.3.1.7
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TLDR

The results show that AI excels at condensing macroeconomic data, identifying market patterns, and rapidly generating estimates based on historical information, but analysts' opinions vary significantly in scenarios with economic uncertainty that predictive models cannot fully capture.

Abstract

The objective of this research was to evaluate the ability of artificial

intelligence [AI] versus human financial analysis to predict short- and

medium-term investment trends. The study's contribution to the financial

and organizational landscape offers an updated view of the impact of

artificial intelligence on investment predictions and decision-making,

highlighting the complementarity between human judgment and AI

generated predictions, providing a critical perspective on the scope and

limitations of both approaches. The methodology used is qualitative and

documentary, oriented toward the collection, analysis, and synthesis of

information from secondary sources. The results show that AI excels at

condensing macroeconomic data, identifying market patterns, and

rapidly generating estimates based on historical information. However,

analysts' opinions vary significantly in scenarios with economic

uncertainty that predictive models cannot fully capture. It is found that

human experience allows for the incorporation of strategic variables,

political and current risks, improving the accuracy of projections