The Asset Allocator Podcast

Has Europe's time come?


Listen Later

The year has started brightly for the European market, with the Euro Stoxx 50 up more than 10 per cent since the start of 2025. But is that a sign Europe has turned a corner?

This week Ian Rees, head of multi-manager at Premier Miton, joins David Thorpe and Joseph Wilkins to discuss whether this is the case or not.

They also discuss the challenges of US exceptionalism and the UK listed funds space.

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.

...more
View all episodesView all episodes
Download on the App Store

The Asset Allocator PodcastBy Asset Allocator