The debate of where we sit in the growth vs value cycle and the cyclical vs defensive cycle is often a hotly contested one.

This week Joseph Wilkins and David Thorpe are joined by Ryan Paterson, portfolio manager at Schroder Investment Solutions, to discuss where he thinks we currently sit in these cycles and what action he's taking in response.

They also discuss some recent changes he has made to his portfolios and demand for ESG.

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

To receive the Asset Allocator email in your inbox for free, sign up here.

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.