Asset Allocator

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 to discuss whether the US is now cheap enough to increase weightings, on the back of sell-offs at the start of 2022.

They also discuss why Chris has started using absolute return funds again for the first time in several years, the prospects for alternatives such as gold and property, and what the movement of bond yields is telling us about fixed income.

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 Darius McDermott, adviser to the Chelsea Managed Fund range, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about moving away from government bonds and why some bonds still retain their attraction.

They also discuss the pros and cons of investing in assets such as music royalties and shipping, and they discuss whether the value rally might last longer than some predict.

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 Coombs, head of multi-asset investments at Rathbones, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about the larger-than-average cash holdings his portfolios have tended to have and how it is part of his approach to managing risk.

They also discuss his decision last year to reduce his exposure to technology, why he is investing in agriculture, and how inflation is making it a tricky time to enter the commodity market.

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 Amy Lazenby, managing director of Close Brother's discretionary management service, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about how she is managing risk in 2022.

They also discuss whether the rotation to value might last, the possibilities of a monetary policy error and why she is using alternative investments. They also chat about how to be defensive in 2022, given the problems fixed income has faced so far this 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.

This week Justin Onuekwusi, head of retail investments at Legal & General Investment Management, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about why he's so concerned about concentration risk - in particular the growing influence of a handful of stocks within US equity indices and the growing influence of US equity indices themselves within global markets.

They also discuss the use of passives in more niche markets, whether he's expecting more volatility over the next few years and whether he thinks we are entering a period when asset allocators are going to have to be more nimble with their market positions, rather than taking a longer-term view of their allocations.

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 Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about some of the issues facing investors in early 2022 - particularly the potential for a sustained style rotation. They discuss the recent outperformance of the value-heavy UK equity market, whether central bankers are going to get the big calls right as they attempt to tackle the inflation which has caused problems for growth stocks recently, and how the rise of Asia and China fits into Sweeney's asset allocation thinking.

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 the first edition of 2022 Dan Kemp, chief investment officer at Morningstar Investment Management, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about bonds - why they have suddenly become so important, the prospect of correlated declines in equity and bond markets and what the large amount of buying means. They also discuss some of the options when it comes to diversifying a portfolio.

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.

Independent fund expert Simon Evan-Cook discusses the major fund capacity and liquidity issues of the moment, and gives his thoughts on the fluctuating fortunes of asset management boutiques.

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.

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 and beyond – and discusses the extent to which they can help truly diversify portfolios.

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.

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 impact of minimum sustainability standards on passive funds.

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.