Shows / Asset Allocator
Asset Allocator
Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.
Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using…
Episodes
Asset AllocatorBeyond the Magnificent Seven: Where Aberdeen is investing next
With bond yields rising, inflation remaining stubborn and US stock markets increasingly dominated by a handful of technology giants, are investors rethinking…
Asset AllocatorRoyal London's Trevor Greetham says commodities a reliable safe haven if there's an equity downturn in 2027
Commodities should serve as a reliable safe haven in the event of an equity downturn next year according to Trevor Greetham, head of multi-asset at Royal…
Asset AllocatorAre rising bond yields a threat to stock markets?
Government bond yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or…
Asset AllocatorHow to build a defensive portfolio as bond yields rise
How should investors build a diversified portfolio when bond yields are rising, inflation remains a risk and the AI boom is reshaping global equity markets? In…
Asset AllocatorMacro factors 'more difficult' to forecast in today's environment, says Keyridge boss
Forecasting macro factors are much more difficult than they were in the past. That’s the view of Jordan Sriharan who joined this week’s Asset Allocator podcast…
Asset Allocator‘Riskiest’ parts of portfolio investments are performing the best
Higher bond yields are transforming the investment case for fixed income. But with inflation remaining elevated, interest-rate expectations shifting and…
Asset AllocatorAre we in for an even bigger inflation shock?
Fears over a lack of de-escalation in Iran and reservations about whether AI companies can continue their trajectory have led to bond market volatility and…
Asset AllocatorTech stocks could ‘suffer’ and face a ‘difficult’ time if bond yields continue to rise
Are bonds becoming attractive again? Can the AI trade continue to drive equity markets? And with concerns over government debt, inflation and geopolitical risk…
Asset Allocator‘Stay away from UK equities’: where Bentley Reid’s CIO sees opportunities
UK equities may look cheap, but are they cheap for a reason? Paul O’Neill, chief investment officer at Bentley Reid, joins the Asset Allocator podcast to…
Asset AllocatorHow should investors position portfolios as geopolitical tensions reshape markets?
In this episode of Asset Allocator, Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have…
Asset AllocatorWhy gold isn't acting like gold and why the AI boom might become a bubble
Gold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next? FT Adviser Editor-in-Chief Simoney Kyriakou is…
Asset AllocatorThe momentum behind the AI trade may be breaking down
Recent activity suggests markets are reconsidering their approach to AI-themed companies, but what's going on exactly? To answer, David Combs, head of…
Asset AllocatorHow to build more resilient portfolios
With fresh opportunities emerging across equities, fixed income, and alternative assets, where should investors be focusing? That's the question Asset…
Asset AllocatorIs Passive Investing still passive?
Why do professional investors increasingly avoid the phrase "passive investing"? Dan Caps, portfolio manager at Evelyn Partners, argues that modern index…
Asset AllocatorTwo shocks, one boom, and an investment multiverse
AI boom or bubble? Emerging markets comeback? And what do geopolitical shocks mean for investors in 2026? In this episode of the Asset Allocator podcast, FT…
Asset AllocatorLessons of history not always useful in active vs passive debate
Is passive investing making markets more concentrated? Will today's AI winners still exist in a decade? And why might cash be one of the most misunderstood…
Asset AllocatorCurrency hedging the key to protecting clients income
Financial advisers must hedge against currency risk if they want to truly protect their client’s income, explains Jason Da Silva, the director of global…
Asset AllocatorEmerging and developed market government bonds have "swapped places"
Bond and equity markets are sending very different signals. While stocks continue to rally on optimism around earnings and AI-driven growth, bond investors are…
Asset AllocatorIs 3% the new 2% when it comes to the UK’s inflation target?
On this week's Asset Allocator, Simoney Kyriakou is joined by Joe Little, chief strategist at HSBC Asset Management, to discuss the diverging opinion between…
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Achieving diversification in an age of uncertainty
There is still a free lunch in diversification, but investors just need to look a bit harder for it and reframe what that means, says David Aujila, multi-asset…
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Why income portfolios remain relevant in 2026
James Mee, co‑head of multi‑asset and director at W1M, joins funds reporter Aamina Zafar and contributing editor David Thorpe to discuss the latest…
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Why active fund management still has a role to play in portfolios
Cranley Macfarlane, head of bespoke private clients and deputy chief investment officer at Church House Investment Management, discusses how client needs are…
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Diversification is not a free lunch for investors
Industry veteran Dan Kemp, founder of Portfolio Thinking, discusses the challenges of diversification on the latest edition of the Asset Allocator podcast. The…
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Inflation protection a major priority for Pictet’s multi-asset boss
Focused fixed income portfolios and European nominal bonds are important building blocks of Pictet’s investment strategy to beat inflation, says Shaniel…
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Quilter WealthSelect boss: What 20 years in the MPS market has taught me
Stuart Clark, who jointly runs the WealthSelect range of model portfolios at Quilter, discusses markets and the lessons he has learned along the way with funds…
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RBC Brewin Dolphin: We have moved away from the 60/40 portfolio
David Hood, head of investment solutions at RBC Brewin Dolphin, discusses the traditional asset allocation approach and how his firm tries to do it…
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Why Isio have no government bonds in their MPS
At a time when most investors are chasing the next shiny thing, Isio portfolio manager Daniel Nielsen is dusting off an old classic and bringing asset-backed…
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Why there are no safe havens left
David Coombs, head of multi-asset at Rathbones, discusses the ongoing market turbulence and the search for safe havens with Asset Allocator contributing editor…
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How Fidelity think about risk in their new MPS
Caroline Shaw, who jointly runs the new model portfolio range at Fidelity, discusses how she hopes to stand out in a crowded market, and how she thinks about…
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Govt bonds ‘still the best safe haven and store of capital’
James Klempster, Liontrust's deputy head of multi-asset, discusses portfolio construction at a time of severe market strife with FT Adviser's Tara O'Connor and…
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What 7IM means by rules-based investing
Shanti Kelemen, co-CIO of 7IM, discusses how her firm uses rules-based investing when creating portfolios and how those rules evolve in different market…
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Volatility means active management now increasingly attractive in US
Alex Harvey, senior portfolio manager at Momentum Global Investment Management, discusses the changing nature of allocations to US equities, his views on gold…
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Why One Four Nine Group has cut its equity exposure by 5%
Bevan Blair, chief investment officer at One Four Nine Group discusses his recent decision to reduce the equity exposure across all client portfolios, why gold…
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Is active management making a comeback?
Andrew Spence, founder of Aspen Advisers, discusses the perils of concentration risk in equity portfolios and the options for achieving diversification, with…
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How Canaccord Wealth are allocating to profit from dollar weakness
Richard Champion, co-chief investment officer at Canaccord Wealth, joins Asset Allocator contributing editor David Thorpe and chief reporter Joseph Wilkins to…
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Assets to own to protect against a Trump-induced market shock
Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, discusses the options for investors looking for diversification in an era of…
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How to diversify US equity exposure in the age of Trump
The latest guest on the Asset Allocator podcast is Ben Yaearsley of Fairview Consulting, who joined Contributing editor David Thorpe and chief reporter Joseph…
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The biggest question impacting portfolios in 2026
Supply shocks from the adoption of AI and as a result of increasingly isolationist trade policies mean markets could be at risk from heightened inflation and…
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Resilience needed to attract clients to sustainable funds
EQ Investors' head of impact investing Damien Lardoux discusses the evolution of the sustainable investment market with Asset Allocator. The Asset Allocator…
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Ability to pass on tariff costs becoming limited for US companies
US businesses have to date been able to protect their margins and pass on any costs as a result of tariffs, but data indicates this could be coming to an end…
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Why JM Finn expects muted bond market response to Budget
On the latest edition of the Asset Allocator podcast, Jon Cunliffe of JM Finn discusses the implications of the forthcoming UK Budget and how he sees wider…
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US market is diversification target for EBI
Jonathan Griffiths, head of investment at EBI, joins the Asset Allocator podcast to discuss his firm's new fund-of-fund range, how he thinks about the role of…
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UK equity funds Evelyn Partners are sticking with
Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed…
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Diversification in an age of uncertainty
The level and nature of risk in markets means diversification must happen within asset classes, not just between them, according to Richard Philbin, an asset…
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Why Tatton are underweight US equities and overweight Japan
Olivia Geldenhuys, head of investment specialists at Tatton, discusses the firm's equity exposure in the latest episode of the Asset Allocator podcast, hosted…
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Why reducing Japanese equity exposure now is sensible portfolio management
Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and…
Asset AllocatorResurgence of strategic bond funds "not surprising"
On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset…
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How the Schroders multi-asset team is reacting to dollar weakness
This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to…
Asset AllocatorWhy earnings growth justifies US tech stock outperformance
Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US…
Asset AllocatorWhich is the last cheap equity market in the world?
The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with…
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Inside Quilter's passive alternatives strategy
Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining…
Asset AllocatorWhy boutique fund managers represent a compelling opportunity
Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to…
Asset AllocatorWhy this allocator is 30% underweight to the US
Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and…
Asset AllocatorWhat is the best way to buy an index fund?
Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to…
Asset AllocatorIs active management reaching a turning point?
The market turbulence of this year could mean actively managed funds come back into fashion, says David Aujla, multi-asset portfolio manager at Invesco, on the…
Asset AllocatorWhy 7IM sold out of healthcare
This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which…
Asset AllocatorCan anything stop the S&P 500 from going up?
Despite what may seem like Donald Trump’s best attempts, the S&P 500 continues to rise ever upwards. This week Dave Baxter and Joseph Wilkins talk to Ernst…
Asset AllocatorCan a portfolio ride out every bump?
This week saw the launch of Shard Capital's 'permanent portfolios' which shun the traditional 60:40 model to create a proposition to protect against major…
Asset AllocatorIs American exceptionalism over?
Ever since Donald Trump announced he was "reforming" the US approach to trade, the question of whether the American equities and government bonds will continue…
Asset AllocatorWhat role does factor investing play?
A lot of focus recently has been on the pros and cons of equal-weight exposure but other factors are available, such as minimum volatility, momentum and value…