Asset Allocator

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 the Investors' Chronicle.

They discuss why a "changing tide" in manufacturing is the reason Matthew has moved underweight equities, and why he has been sceptical about US equities in particular for a while.

Matthew also explains why he's keen on market neutral funds amid the bond sell-off seen this year - even though he doesn't see them as a panacea.

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 of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Burns, managing partner for investment management at Evelyn Partners.

They discuss the higher than average equity allocation within James's portfolios compared to other DFMs - 77 per cent in his balanced portfolio - and why he might start looking to cut his overweight. They also explore why James and his team are looking at government bonds after being underweight these for several years.

James also explains why he regrets not increasing his exposure to absolute return funds last year.

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.

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 by investment director Jane Bransgrove, who has joined us this week.

She has a chat with David Thorpe, contributing editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, to discuss the challenges of understanding what an ESG fund will do and the potential pitfalls of fund labelling.

They discuss the value of engagement versus divestment and the challenges of diversification - specifically the lack of alternative asset funds. Jane also explains why Charles Stanley is looking into creating portfolios with specific climate targets and how they are going about that.

The Asset Allocator Podcast will be taking a short summer break and will return in early September.

It 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 of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by John Husselbee, head of multi-asset at Liontrust.

They discuss the danger of fund managers "changing their spots" by adapting their investment style to fit the changing macroeconomic environment, John explains why the portfolios he runs have a higher exposure to European equities than other DFMs, and they explore why the argument for using active management in regions such as the US has been weakened in recent months.

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 of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Penny, chief investment officer at TAM Asset Management.

They discuss the outlook for the rest of 2022 and why James is sceptical about the idea of a rotation to value, they explore how James has been keeping his portfolios afloat during the past six months and they weigh up the issues of being underweight both equities and fixed income and the use of alternatives.

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.

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 income perspective, yields have risen.

This week FTAdviser contributing editor David Thorpe and Investors' Chronicle funds editor Dave Baxter are joined by Ninety One's head of multi-asset income John Stopford to discuss the role of bonds in portfolios and whether the long period of tailwinds for bonds are behind us.

The also discuss the options for alternative diversification and the sectors where income can be found at the moment.

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.

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 reached peak inflation and why he is optimistic about growth investing.

He joins David Thorpe, contributing editor of FTAdviser, and Dave Baxter, funds editor on the Investors Chronicle, to discuss the areas he's looking to move into as a result of his positive outlook.

Gutteridge also explains why he is moving into government bonds despite his optimism and he weighs up the prospects of a recession and its impacts.

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 of Investors Chronicle, are joined by M&G Wealth's chief investment officer Shanti Kelemen.

They discuss whether the considerable and persistent outflows seen from UK equities in recent years is a reaction to shorter-term market factors or a sign that investors are falling out of love with the idea of "home bias".

Overall, since the UK voted to leave the European Union in 2016 there have been outflows of more than £21bn from UK equity funds.

They also discuss whether bonds are cheap yet, and whether the way valuation is communicated is a help or a hinderence.

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 Asset Allocator contributor David Thorpe is joined by James Mee, co-head of multi-asset strategies at Waverton.

They why James thinks commodity price rises may become "demand destructive", which could lead to inflation falling. They also discuss other reasons why James thinks there will be a decline in inflation.

James also explains why he is concerned about sterling appreciating in value, why his allocation to real assets is at the highest level it has ever been at and what he looks for when investing in commodities.

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 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, manager of Quilter's Wealthselect portfolio range.

Quilter's Wealthselect range has recently expanded to include an ESG version, so David and Stuart discuss the challenges of building an ESG portfolio, how to avoid over-exposed to growth and how he uses thematic funds.

They also discuss why Stuart was "right for the wrong reasons" when he recently dialled down the equity exposure and increased bond and alternatives exposure in the broader Wealthselect range, and why he is planning to "sit tight" for now rather than make any further changes.

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.