Asset Allocator

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 senior member of Premier Miton's multi-asset team, which he was a member of for 14 years before leaving in 2021.

As he launches his new multi-asset proposition, Evan-Cook joins David Thorpe and Dave Baxter to discuss what he's trying to do differently with the Downing Fox range of portfolios.

They discuss why he prefers to invest in smaller funds, why it's a good thing for DFMs to use global equity funds and the unique approach he is taking to portfolio construction.

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, 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 also discuss the strong start to 2023 which Japanese equities have had, and how allocators seem indifferent to this.

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 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, funds editor on the Investors' Chronicle, have a chat about the funds which have made the grade.

They discuss the success of smaller funds and firms this year and the fact investment trusts have had a more successful year in 2023 than in last year's edition of the 100 Club.

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.

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 not.

In this episode, which was recorded live on LinkedIn, David Thorpe, contributing editor on Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat about the funds which fall into those categories.

They also have a chat about US Treasuries, ahead of the looming debt ceiling deadline and how DFMs are getting exposure to them - if at all.

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.

**NEWS** On May 25 at 11am we will be recording a live, interactive edition of the Asset Allocator Podcast on LinkedIn. Sign up here: https://www.linkedin.com/events/7056959728886673409/about/

There is an ongoing debate at the moment between those who are proofing against inflation, and those who are proofing against a recession. Can portfolio managers do both at the same time?

This week Dave Baxter, funds editor on the Investors Chronicle, and David Thorpe, investment editor on FTAdviser, are joined by Olivia Geldenhuys, investment director at Schroder Investment Solutions, to discuss this and whether the 60/40 portfolio is back (if indeed it ever went away).

They also discuss the thorny issue of timing an exit from a fund.

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 Dave Baxter, funds editor on the Investors' Chronicle, and David Thorpe, investment editor on FTAdviser, have a chat about Asset Allocator's recent coverage of equity income funds and concentration risk.

They then move on to discuss the state of income portfolios more broadly and they discuss the continued outflows from UK equities, and whether the UK market is too focused on dividends over growth.

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.

**NEWS** On May 25 at 11am we will be recording a live, interactive edition of the Asset Allocator Podcast on LinkedIn. Sign up here: https://www.linkedin.com/events/7056959728886673409/about/

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.

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 Thorpe, contributing editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat with Dan James, head of asset management at Charles Stanley, about portfolio construction in inflationary times.

They discuss income, the apparent break down in the correlation between bonds and equities, and the challenges of diversification.

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 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 portfolios and how that has changed recently.

They also discuss the fallout of the Silicon Valley Bank collapse, and how some of the most popular US equity funds among DFMs have large exposures to financial stocks.

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.

Speaking to David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor for Asset Allocator's sister title Investors' Chronicle, Lowe said it was important to understand the terminology around sustainability and impact and how it is used. 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, investment editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat about the trials and tribulations of the absolute return sector, including Abrdn's recent decision to launch a strategic review into the Gars fund.

They then move onto Abrdn's announcement this week to sell its DFM business to LGT and why they found it a bit of a perplexing move.

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.