What to make of this week's AI rout?
This week's stock market rout following the emergence of China's DeepSeek has up-ended expectations that stocks like Nvidia would continue powering upwards uninterrupted.
This week David Thorpe and Joseph Wilkins are joined by Paul Flood, head of mixed-asset investing at Newton, to discuss the turbulent past few days.
They also discuss the challenges of investing for income and his thoughts on Saba's bid for control over several investment trusts.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the…
The skinny
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