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 Allocator"Therein lies the risk": investing in a manager-led boutique
When high profile fund managers leave big companies to set up on their own, it is often assumed the assets will follow them almost automatically. But this week…
Asset AllocatorAn emerging dilemma
The debate around China versus India has been a biggest party in town lately, as far as emerging markets are concerned. This week Joseph Wilkins and David…
Asset AllocatorUnpicking the China versus India conundrum
One of the topics of debate in recent months has been the long-term investment case for China versus India. This week Dave Baxter, funds editor on the…
Asset AllocatorWhat is going on with the US economy?
What with the strong performance of the US market driven by a handful of tech stocks and the looming presidential election, it might feel at times that the US…
Asset AllocatorTaking the risk on US equities
There has been a lot of talk about concentration risk and the rise of the Magnificent Seven stocks but this week we talk to Richard Philbin, chief investment…
Asset AllocatorWhat's the investment case for US equities?
US equities did very well during 2023 which means valuations are now high. This raised the question of what the investment case might be for investing in…
Asset AllocatorWhy is Fundsmith Equity still so popular?
The start of the year sees the publication of the traditional letter from Terry Smith, manager of Fundsmith Equity - the biggest fund in the UK retail market…
Asset AllocatorThe challenges facing fixed income
The world of fixed income investing has been in flux for several years due to a succession of events including the 2022 "mini" Budget, rising interest rates to…
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Where do allocators stand on the value vs growth debate?
James Penny, chief investment officer at Tam Asset Management, talks to Asset Allocator funds correspondent Joe Wilkins and Investors Chronicle's Dave Baxter…
Asset AllocatorNew year brings 'major reset' for bond investing
In this first edition of the Asset Allocator Podcast of 2024, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Jason Day, senior…
Asset AllocatorInvesting home for Christmas
As the year draws to a close, Dave Baxter, David Thorpe and Joseph Wilkins gather around a microphone with some mince pies to discuss a recent report into the…
Asset AllocatorRise of the machines?
At the start of 2023 it seemed rising interest rates were putting an end to the golden era of tech stocks, but these companies have actually surged with the…
Asset AllocatorCautiously does it
This week David Thorpe and Dave Baxter are joined by contributor Joseph Wilkins. They discuss the shifts in allocation seen in cautious portfolios in recent…
Asset AllocatorChina in your hands
This week David Thorpe is joined by Haig Bathgate, head of investments at Atomos, to discuss why he's so positive on China at the moment and the potential…
Asset AllocatorEast is for income
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, discuss the most popular funds held…
Asset AllocatorIs the 60/40 portfolio back?
This week David Thorpe, contributing editor at Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Roger Aliaga-Diaz…
Asset AllocatorPositive thinking
Asset Allocator has recently started gathering and analysing DFM sentiment to different asset classes. In this week's edition of the podcast David Thorpe…
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Emerging opportunities
The Asset Allocator Podcast is back from its summer break, but two of its hosts are not: deputy editor Damian Fantato sits in while Dave Baxter and David…
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Money market moves
In this episode, Giles Parkinson, senior fund manager at Close Brothers Asset Management and David Baxter, funds editor at Investor's Chronicle, speak to Asset…
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Balancing act
Since we have passed the half way point of 2023, Asset Allocator contributing editor David Thorpe and Damian Fantato have a chat about how balanced portfolio…
Asset AllocatorSimon Evan-Cook on his return to multi-asset
Last week Simon Evan-Cook made his formal return to the multi-asset sector by launched the Downing Fox model portfolios. Evan-Cook came to prominence as a…
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Go east
This week, while David Thorpe is on holiday, Dave Baxter and Damian Fantato have a chat about China and the most popular Asia Pacific funds among DFMs. They…
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Hit parade: Asset Allocator 100 Club 2023
The members of the Asset Allocator 100 Club 2023 have now been published and this week David Thorpe, contributing editor at Asset Allocator, and Dave Baxter…
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Keep the home fires burning
UK equities have faced month after month of outflows going back years, but some funds have attracted interest from DFMs during that period and some funds have…
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The Irrefutable Proof
**NEWS** On May 25 at 11am we will be recording a live, interactive edition of the Asset Allocator Podcast on LinkedIn. Sign up here…
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Income conundrums
This week Dave Baxter, funds editor on the Investors' Chronicle, and David Thorpe, investment editor on FTAdviser, have a chat about Asset Allocator's recent…
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State of the inflation
Rising inflation has been one of the challenges facing investors over the past year or so. But as this appears to slow, where do we stand? This week David…
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Show me the money
This week Damian Fantato, deputy editor of Asset Allocator, sits in with Dave Baxter off sick. He and David Thorpe have a chat about cash levels in DFM…
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Sustaining sustainable funds
Speaking to David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor for Asset Allocator's sister title Investors' Chronicle, Lowe…
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Point of no absolute return
This week David Thorpe, investment editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat about the trials and…
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Incoming in from the cold
This week David Thorpe, investment editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Alena Kosava, head of research…
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Shifting sands
This week David Thorpe, contributing editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, had a chat about how DFMs have been…
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Home comforts
Investors haven't been able to ditch UK equities fast enough, with billions of outflows from these funds during 2022. But that stands in contrast to the recent…
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New year, same conundrums
This week David Thorpe, contributing editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, reflect on 2022 and look ahead to 2023…
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New year resolutions
After an eventful year, Alex Funk, chief investment officer at Schroders Investment Solutions, joins David Thorpe, contributing editor at FTAdviser, and Dave…
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Quality Street
This week David Thorpe, contributing editor of FTAdviser, and Dave Baxter, funds editor of the Investors' Chronicle, are joined by Fahad Hassan, chief…
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Currency conversion
This week Jason Day, senior investment manager at Abrdn, joins Dave Baxter, funds editor at the Investors' Chronicle, and David Thorpe, contributing editor at…
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Hard landing
This week David Thorpe, contributing editor of Asset Allocator is joined by Will Thompson, portfolio manager at Pacific Asset Management, while Dave Baxter is…
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Hot property
This week Eleanor Ingilby, deputy head of portfolio management at Atomos (which until recently was called Sanlam), joins David Thorpe, contributing editor of…
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Gilt trip
This week Jasper Thornton-Boelman, investment director at Parmenion, joins us to discuss how he has been using bonds in his portfolios recently amid the market…
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'There are no panaceas'
This week David Thorpe, contributing editor on FTAdviser, is joined by Matthew Yeates, deputy chief investment officer at 7IM, and Dave Baxter, funds editor on…
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It cuts both ways
This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Burns, managing…
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How green was my portfolio
Many DFMs are launching ESG model portfolios and Charles Stanley has been one of those, having launched its responsible portfolios in April. They are managed…
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That's not your style
This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by John Husselbee, head of…
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Underweight of the world
This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Penny, chief…
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The bonds that tie
One of the biggest questions on the minds of asset allocators at the moment is around the role of bonds in portfolios. It has been a rocky period but from an…
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Return to growth
On this week's edition of the Asset Allocator Podcast, Ben Gutteridge, director of Invesco's model portfolio service, joins us to discuss why he thinks we have…
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No way home
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor of Investors Chronicle, are joined by M&G Wealth's chief…
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Keeping it real
This week Asset Allocator contributor David Thorpe is joined by James Mee, co-head of multi-asset strategies at Waverton. They why James thinks commodity price…
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It's not that easy being green
This week Asset Allocator contributor David Thorpe is once again flying solo, as Dave Baxter finds something better to do, but he is joined by Stuart Clark…
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Gone to look for America
This week, while Dave Baxter is on holiday, Asset Allocator writer David Thorpe is joined by Chris Metcalfe, co-founder and chief investment officer at Iboss…
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Not all bonds are created equal
This week Darius McDermott, adviser to the Chelsea Managed Fund range, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about moving away…
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Cash in the attic
This week David Coombs, head of multi-asset investments at Rathbones, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about the…
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Risky business
This week Amy Lazenby, managing director of Close Brother's discretionary management service, has a chat with Asset Allocator writers David Thorpe and Dave…
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The concentration conundrum
This week Justin Onuekwusi, head of retail investments at Legal & General Investment Management, has a chat with Asset Allocator writers David Thorpe and Dave…
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Going in and out of style
This week Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, has a chat with Asset Allocator writers David Thorpe and Dave Baxter…
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Challenging the bond bears
In the first edition of 2022 Dan Kemp, chief investment officer at Morningstar Investment Management, has a chat with Asset Allocator writers Dave Baxter and…
Asset AllocatorCapacity, liquidity, and due diligence
Independent fund expert Simon Evan-Cook discusses the major fund capacity and liquidity issues of the moment, and gives his thoughts on the fluctuating…
Asset AllocatorWhat role are alternatives playing in portfolios in 2021?
Punter Southall Wealth chief investment officer Tom Becket talks to Asset Allocator’s Dan Jones about all things alternatives – from hedge funds to real assets…
Asset AllocatorHow the ESG era is changing fund buy-lists
Sophie Kennedy, joint chief executive of EQ Investors, talks to Asset Allocator about issues in ESG fund selection, established vs new asset managers, and the…