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For some time the UK has been described as a bargain, but average exposures to the home market in the Asset Allocator database have not budged.
In this week's podcast, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Darius McDermott, who advises the Chelsea Managed Funds range, to discuss the extent to which the UK is currently a bargain compared to the US.
They also discuss his use of fixed income in an era of peak rates and the wide range of alternative funds which he uses.
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.
By Asset AllocatorFor some time the UK has been described as a bargain, but average exposures to the home market in the Asset Allocator database have not budged.
In this week's podcast, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Darius McDermott, who advises the Chelsea Managed Funds range, to discuss the extent to which the UK is currently a bargain compared to the US.
They also discuss his use of fixed income in an era of peak rates and the wide range of alternative funds which he uses.
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.