How should investors build a <a href="https://www.ftadviser.com/content/df1c5506-9e3e-480d-b4f9-b31f1f0fff27?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">diversified portfolio</a> when bond yields are rising, inflation remains a risk and the <a href="https://www.ftadviser.com/content/64c6a939-aa8e-4a2d-b614-c5eaebe433df?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">AI boom</a> is reshaping global equity markets? In this episode of the <a href="https://www.ftadviser.com/asset-allocator-podcast/?utm_medium=referral&utm_source=acast&utm_campaign=editorial&utm_content=hsbc-am" rel="noopener noreferrer" target="_blank">Asset Allocator</a> podcast, Aamina Zafar and David Thorpe are joined by Darius McDermott, managing director of Chelsea Financial Services, to discuss how investors can position <a href="https://www.ftadviser.com/content/d029bb9b-8f12-4a94-b042-ad7dde5b0139?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">portfolios</a> for today's market environment. McDermott explains why <a href="https://www.ftadviser.com/content/d029bb9b-8f12-4a94-b042-ad7dde5b0139?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">higher bond yields</a> can affect equities as well as fixed income, and why traditional <a href="https://www.ftadviser.com/content/7c10e083-f585-41d1-8b67-5df04d77f6c3?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">geographic diversification</a> may no longer work quite as expected as AI-related stocks become increasingly important across the US, Asia and emerging markets. The conversation explores how investors can diversify beyond the dominant AI theme, including opportunities in UK equities, infrastructure, energy, water and waste, global insurance, private equity and defence. They also discuss what a more defensive portfolio could look like, from short-duration bonds and gilts to cash, gold and lower-beta equities, and why understanding correlations between different assets becomes particularly important during periods of market stress. Plus, McDermott explains why <a href="https://www.chelseafs.co.uk/" rel="noopener noreferrer" target="_blank">Chelsea Financial Services</a> reduced its exposure to longer-duration gilts and US Treasuries and why higher yields could now make parts of the gilt market increasingly attractive again. 00:00 - How higher bond yields affect equities04:01 - How to diversify beyond the AI trade05:53 - How to build a defensive portfolio08:43 - Can alternatives replace bonds and equities?12:51 - How Chelsea Financial Services changed their play The <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&utm_source=acast&utm_campaign=podcast#newsletter" rel="noopener noreferrer" target="_blank">newsletter</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

How should investors build a diversified portfolio when bond yields are rising, inflation remains a risk and the AI boom is reshaping global equity markets? In this episode of the Asset Allocator podcast, Aamina Zafar and David Thorpe are joined by Darius McDermott, managing director of Chelsea Financial Services, to discuss how investors can position portfolios for today's market environment. McDermott explains why higher bond yields can affect equities as well as fixed income, and why traditional geographic diversification may no longer work quite as expected as AI-related stocks become increasingly important across the US, Asia and emerging markets. The conversation explores how investors can diversify beyond the dominant AI theme, including opportunities in UK equities, infrastructure, energy, water and waste, global insurance, private equity and defence. They also discuss what a more defensive portfolio could look like, from short-duration bonds and gilts to cash, gold and lower-beta equities, and why understanding correlations between different assets becomes particularly important during periods of market stress. Plus, McDermott explains why Chelsea Financial Services reduced its exposure to longer-duration gilts and US Treasuries and why higher yields could now make parts of the gilt market increasingly attractive again. 00:00 - How higher bond yields affect equities 04:01 - How to diversify beyond the AI trade 05:53 - How to build a defensive portfolio 08:43 - Can alternatives replace bonds and equities? 12:51 - How Chelsea Financial Services changed their play 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.

How should investors build a <a href="https://www.ftadviser.com/content/df1c5506-9e3e-480d-b4f9-b31f1f0fff27?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">diversified portfolio</a> when bond yields are rising, inflation remains a risk and the <a href="https://www.ftadviser.com/content/64c6a939-aa8e-4a2d-b614-c5eaebe433df?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">AI boom</a> is reshaping global equity markets? In this episode of the <a href="https://www.ftadviser.com/asset-allocator-podcast/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial&amp;utm_content=hsbc-am" rel="noopener noreferrer">Asset Allocator</a> podcast, Aamina Zafar and David Thorpe are joined by Darius McDermott, managing director of Chelsea Financial Services, to discuss how investors can position <a href="https://www.ftadviser.com/content/d029bb9b-8f12-4a94-b042-ad7dde5b0139?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">portfolios</a> for today's market environment. McDermott explains why <a href="https://www.ftadviser.com/content/d029bb9b-8f12-4a94-b042-ad7dde5b0139?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">higher bond yields</a> can affect equities as well as fixed income, and why traditional <a href="https://www.ftadviser.com/content/7c10e083-f585-41d1-8b67-5df04d77f6c3?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">geographic diversification</a> may no longer work quite as expected as AI-related stocks become increasingly important across the US, Asia and emerging markets. The conversation explores how investors can diversify beyond the dominant AI theme, including opportunities in UK equities, infrastructure, energy, water and waste, global insurance, private equity and defence. They also discuss what a more defensive portfolio could look like, from short-duration bonds and gilts to cash, gold and lower-beta equities, and why understanding correlations between different assets becomes particularly important during periods of market stress. Plus, McDermott explains why <a href="https://www.chelseafs.co.uk/" rel="noopener noreferrer">Chelsea Financial Services</a> reduced its exposure to longer-duration gilts and US Treasuries and why higher yields could now make parts of the gilt market increasingly attractive again. 00:00 - How higher bond yields affect equities04:01 - How to diversify beyond the AI trade05:53 - How to build a defensive portfolio08:43 - Can alternatives replace bonds and equities?12:51 - How Chelsea Financial Services changed their play The <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast#newsletter" rel="noopener noreferrer">newsletter</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

How to build a defensive portfolio as bond yields rise

<a href="https://www.ftadviser.com/content/439ed036-181b-4761-af9d-0c4178eaf1aa?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">Government bond </a>yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or are bonds becoming a more attractive investment than equities? In this episode of the Asset Allocator podcast, Simoney Kyriakou is joined by Joe Little, global chief strategist at <a href="https://www.assetmanagement.hsbc.co.uk/en/intermediary/investment-views/investment-insights?cid=HBEU:NKJ:BRDFT2026:V0:AMG:L15:FT:XTR:0:XAW:16:0526:001:PODFTUKV61" rel="noopener noreferrer" target="_blank">HSBC Asset Management</a>, to discuss the outlook for bond markets, interest rates, inflation and global equities as investors adjust to a higher-for-longer interest rate environment. With <a href="https://www.ftadviser.com/content/1db68287-d6a5-4f5f-8deb-e9d5df6517be?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">US Treasury yields</a> and <a href="https://www.ftadviser.com/content/a41dd279-ad0f-4106-a7fd-131146383c46?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">UK gilt yields</a> rising, Little examines what's driving the <a href="https://www.ftadviser.com/content/439ed036-181b-4761-af9d-0c4178eaf1aa?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">global bond sell-off</a>, why inflation-adjusted yields matter and whether government bonds now offer a compelling alternative to stock market investing. The conversation explores the risks higher bond yields pose to equity valuations, why <a href="https://www.ftadviser.com/content/ae06f567-52b4-4faa-b0a2-f6e628a141a8?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">strong corporate earnings</a> continue to support US and European stocks, and what a sustained rise in borrowing costs could mean for investment portfolios. They also discuss the resilience of the US dollar amid geopolitical uncertainty, the implications for emerging markets including China, India and Brazil, and whether the Federal Reserve, <a href="https://www.ftadviser.com/content/f6505448-6e12-4d8f-bc01-5239c7146823?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">Bank of England</a> and European Central Bank have enough room to respond to inflation without damaging economic growth. Little also explains why central banks may deliver fewer interest rate rises than markets currently expect and how that could create opportunities for bond and equity investors. Click here for more investment insights from <a href="https://www.assetmanagement.hsbc.co.uk/en/intermediary/investment-views/investment-insights?cid=HBEU:NKJ:BRDFT2026:V0:AMG:L15:FT:XTR:0:XAW:16:0526:001:PODFTUKV61" rel="noopener noreferrer" target="_blank">HSBC Asset Management: Investment Insights | HSBC Asset Management</a> Timestamps:00:00 - Why bond yields are rising05:47 - Can higher bond yields hurt stock markets?08:54 - Why the US dollar remains strong13:03 - Are central banks running out of options?16:17 - Have markets priced in too many rate hikes? The <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&utm_source=acast&utm_campaign=podcast#newsletter" rel="noopener noreferrer" target="_blank">newsletter</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Government bond yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or are bonds becoming a more attractive investment than equities? In this episode of the Asset Allocator podcast, Simoney Kyriakou is joined by Joe Little, global chief strategist at HSBC Asset Management, to discuss the outlook for bond markets, interest rates, inflation and global equities as investors adjust to a higher-for-longer interest rate environment. With US Treasury yields and UK gilt yields rising, Little examines what's driving the global bond sell-off, why inflation-adjusted yields matter and whether government bonds now offer a compelling alternative to stock market investing. The conversation explores the risks higher bond yields pose to equity valuations, why strong corporate earnings continue to support US and European stocks, and what a sustained rise in borrowing costs could mean for investment portfolios. They also discuss the resilience of the US dollar amid geopolitical uncertainty, the implications for emerging markets including China, India and Brazil, and whether the Federal Reserve, Bank of England and European Central Bank have enough room to respond to inflation without damaging economic growth. Little also explains why central banks may deliver fewer interest rate rises than markets currently expect and how that could create opportunities for bond and equity investors. Click here for more investment insights from HSBC Asset Management: Investment Insights | HSBC Asset Management Timestamps: 00:00 - Why bond yields are rising 05:47 - Can higher bond yields hurt stock markets? 08:54 - Why the US dollar remains strong 13:03 - Are central banks running out of options? 16:17 - Have markets priced in too many rate hikes? 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.

<a href="https://www.ftadviser.com/content/439ed036-181b-4761-af9d-0c4178eaf1aa?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">Government bond </a>yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or are bonds becoming a more attractive investment than equities? In this episode of the Asset Allocator podcast, Simoney Kyriakou is joined by Joe Little, global chief strategist at <a href="https://www.assetmanagement.hsbc.co.uk/en/intermediary/investment-views/investment-insights?cid=HBEU:NKJ:BRDFT2026:V0:AMG:L15:FT:XTR:0:XAW:16:0526:001:PODFTUKV61" rel="noopener noreferrer">HSBC Asset Management</a>, to discuss the outlook for bond markets, interest rates, inflation and global equities as investors adjust to a higher-for-longer interest rate environment. With <a href="https://www.ftadviser.com/content/1db68287-d6a5-4f5f-8deb-e9d5df6517be?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">US Treasury yields</a> and <a href="https://www.ftadviser.com/content/a41dd279-ad0f-4106-a7fd-131146383c46?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">UK gilt yields</a> rising, Little examines what's driving the <a href="https://www.ftadviser.com/content/439ed036-181b-4761-af9d-0c4178eaf1aa?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">global bond sell-off</a>, why inflation-adjusted yields matter and whether government bonds now offer a compelling alternative to stock market investing. The conversation explores the risks higher bond yields pose to equity valuations, why <a href="https://www.ftadviser.com/content/ae06f567-52b4-4faa-b0a2-f6e628a141a8?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">strong corporate earnings</a> continue to support US and European stocks, and what a sustained rise in borrowing costs could mean for investment portfolios. They also discuss the resilience of the US dollar amid geopolitical uncertainty, the implications for emerging markets including China, India and Brazil, and whether the Federal Reserve, <a href="https://www.ftadviser.com/content/f6505448-6e12-4d8f-bc01-5239c7146823?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer">Bank of England</a> and European Central Bank have enough room to respond to inflation without damaging economic growth. Little also explains why central banks may deliver fewer interest rate rises than markets currently expect and how that could create opportunities for bond and equity investors. Click here for more investment insights from <a href="https://www.assetmanagement.hsbc.co.uk/en/intermediary/investment-views/investment-insights?cid=HBEU:NKJ:BRDFT2026:V0:AMG:L15:FT:XTR:0:XAW:16:0526:001:PODFTUKV61" rel="noopener noreferrer">HSBC Asset Management: Investment Insights | HSBC Asset Management</a> Timestamps:00:00 - Why bond yields are rising05:47 - Can higher bond yields hurt stock markets?08:54 - Why the US dollar remains strong13:03 - Are central banks running out of options?16:17 - Have markets priced in too many rate hikes? The <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast#newsletter" rel="noopener noreferrer">newsletter</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Are rising bond yields a threat to stock markets?

This week, Asset Allocator editor Dan Jones and deputy editor David Baxter use exclusive data to examine accusations of home bias in balanced portfolios, and look at some of the emerging quirks of ESG and thematic fund selection.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 <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&utm_source=acast&utm_campaign=podcast#newsletter" rel="noopener noreferrer" target="_blank">newsletter</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

This week, Asset Allocator editor Dan Jones and deputy editor David Baxter use exclusive data to examine accusations of home bias in balanced portfolios, and look at some of the emerging quirks of ESG and thematic fund selection. 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 editor Dan Jones and deputy editor David Baxter use exclusive data to examine accusations of home bias in balanced portfolios, and look at some of the emerging quirks of ESG and thematic fund selection.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 <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast#newsletter" rel="noopener noreferrer">newsletter</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

DFMs' model portfolios uncovered

This week Ben Seager-Scott, head of multi-asset funds at Tilney, joins Dan and David to talk to Asset Allocator about inflationary risks and false dawns, regional equity allocations, and diversity in the fund management industry.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 <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&utm_source=acast&utm_campaign=podcast#newsletter" rel="noopener noreferrer" target="_blank">newsletter</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

This week Ben Seager-Scott, head of multi-asset funds at Tilney, joins Dan and David to talk to Asset Allocator about inflationary risks and false dawns, regional equity allocations, and diversity in the fund management industry. 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 Ben Seager-Scott, head of multi-asset funds at Tilney, joins Dan and David to talk to Asset Allocator about inflationary risks and false dawns, regional equity allocations, and diversity in the fund management industry.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 <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast#newsletter" rel="noopener noreferrer">newsletter</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

How big a threat is inflation to portfolios?

In the first ever Asset Allocator Podcast, Barclays investment manager Stephen Peters talks to the team about the big value versus growth debate, Mark Barnett's chances of success at his new home with Tellworth Investments, and the potential problems facing sustainable UK equity 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 <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&utm_source=acast&utm_campaign=podcast#newsletter" rel="noopener noreferrer" target="_blank">newsletter</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

In the first ever Asset Allocator Podcast, Barclays investment manager Stephen Peters talks to the team about the big value versus growth debate, Mark Barnett's chances of success at his new home with Tellworth Investments, and the potential problems facing sustainable UK equity 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.

In the first ever Asset Allocator Podcast, Barclays investment manager Stephen Peters talks to the team about the big value versus growth debate, Mark Barnett's chances of success at his new home with Tellworth Investments, and the potential problems facing sustainable UK equity 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 <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">UK fund</a> selection and how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">wealth managers</a> are positioning their portfolios. Sign up to the <a href="https://www.ftadviser.com/my-account?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast#newsletter" rel="noopener noreferrer">newsletter</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Was November 2020 a turning point for fund selectors?

Every week the <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">UK fund</a> selection, the major <a href="https://www.ftadviser.com/asset-allocator-alternative-investments/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">investment trends</a> of the moment, and exclusive data on how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">wealth managers</a> 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 information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click <a href="https://www.ftadviser.com/my-account?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast#newsletter" rel="noopener noreferrer" target="_blank">here</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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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 information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.

Every week the <a href="https://www.ftadviser.com/asset-allocator/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">Asset Allocator</a> Podcast discusses the big issues in <a href="https://www.ftadviser.com/asset-allocator-value-investing/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">UK fund</a> selection, the major <a href="https://www.ftadviser.com/asset-allocator-alternative-investments/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">investment trends</a> of the moment, and exclusive data on how <a href="https://www.ftadviser.com/asset-allocator-active-management/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer">wealth managers</a> 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 information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click <a href="https://www.ftadviser.com/my-account?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast#newsletter" rel="noopener noreferrer">here</a>. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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