Asset Allocator

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 fastest growing DFMs and the UK equity funds which have lost and gained popularity among allocators.

They also make some outlandish predictions for 2024 in what is Asset Allocator's final podcast of 2023.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

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 Nasdaq up 47 per cent so far this year fuelled by the explosion of interest in artificial intelligence.

This week David Thorpe and Joseph Wilkins are joined by David Coombs, head of multi-asset at Rathbones, to debate whether this AI-fuelled surge is here to stay.

They also discuss government bonds, where Coombs is decidedly overweight compared to his peers, and Coombs' approach of investing directly in stocks rather than funds.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

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 months, with equities down and fixed income remaining static.

They also discuss the fact DFMs have been finding it particularly hard to pick out-performing Japanese equity funds plus they consider the rising popularity of M&G Japan.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

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 impacts of the geopolitical tensions between China and the West.

They also discuss the recession outlook for the West and whether we have reached peak rates in the US and UK.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, discuss the most popular funds held in income portfolios.

They look at the UK equity income funds which are attracting the most attention and then they look further afield at the use of emerging market funds for income and the role of China.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

This week David Thorpe, contributing editor at Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Roger Aliaga-Diaz, global head of portfolio construction at Vanguard.

They discuss the challenges posed to products like Vanguard Lifestrategy by the breaking of the correlation between equities and fixed income, and whether this shift is likely to be permanent or not. They also discuss whether Vanguard would consider moving into the alternatives space and the challenges this poses for investor risk appetites.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

Asset Allocator has recently started gathering and analysing DFM sentiment to different asset classes. In this week's edition of the podcast David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat about what we found.

They discuss the fact allocators are overwhelmingly positive towards Japanese equities and they debate whether this optimism will eventually trickly into portfolios. They also discuss why DFMs may be feeling particularly negative towards US equities.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

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 Thorpe are away to have a chat with Alex Funk, chief investment officer at Schroder Investment Solutions.

They discuss the current state of fixed income and why Alex has been buying emerging market debt, they explore some of the equity market trends of 2023 so far including the strong start Japan had to the year and the AI-driven resurgence of US stocks. Finally they discuss the prospect of a bitcoin ETF which has been in the news recently, and whether this would have a role in portfolios.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

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 Allocator's contributing editor David Thorpe about the response to rising yields across the market in 2022. Investors' Chronicle readers have also felt the same concerns about fixed income in 2022. But what are the real safe haven plays? The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.

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 allocations have changed over the course of the year to date and over the past 12 months.

They discuss the uptick in allocations to global funds and the changing balance between equities and bonds. They also discuss how allocators have been adjusting their income portfolios.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

Hosted on Acast. See acast.com/privacy for more information.