The Asset Allocator Podcast

By Asset Allocator

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 port

... more

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Asset Allocator Podcast:

How many episodes does The Asset Allocator Podcast have?

The podcast currently has 142 episodes available.

The Asset Allocator Podcast episodes:

November 20, 2025 US market is diversification target for EBI
Jonathan Griffiths, head of investment at EBI, joins the Asset Allocator podcast to discuss his firm's new fund-of-fund range, how he thinks about the role of gold in portfolios, diversification, and where he can find value in markets right now.
Hosted on Acast. See acast.com/privacy for more information.
...more
20min
November 13, 2025 UK equity funds Evelyn Partners are sticking with
Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut.

Speaking with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe, Burns explained the evolution of his UK equity allocation, and also discussed his exposure to emerging markets, the US, and fixed income positions.
Hosted on Acast. See acast.com/privacy for more information.
...more
23min
November 12, 2025 Diversification in an age of uncertainty
The level and nature of risk in markets means diversification must happen within asset classes, not just between them, according to Richard Philbin, an asset allocator at Hawksmoor.

Speaking with Asset Allocator podcast hosts Joseph Wilkins and David Thorpe, Philbin says one of the ways he is responding to present market conditions is moving down the market cap scale.

Find out more, listen to the full podcast by clicking on the link above.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
October 30, 2025 Why Tatton are underweight US equities and overweight Japan
Olivia Geldenhuys, head of investment specialists at Tatton, discusses the firm's equity exposure in the latest episode of the Asset Allocator podcast, hosted by chief reporter Jospeh Wilkins, with contributing editor David Thorpe.
Hosted on Acast. See acast.com/privacy for more information.
...more
23min
October 23, 2025 Why reducing Japanese equity exposure now is sensible portfolio management
Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and revealed that he has recently taken profits on a number of markets. Robinson discussed his outlook on Japan and the US in particular.
Hosted on Acast. See acast.com/privacy for more information.
...more
23min
October 09, 2025 Resurgence of strategic bond funds "not surprising"
On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset investor at Invesco, to discuss the latest market trends.
Hosted on Acast. See acast.com/privacy for more information.
...more
20min
October 02, 2025 How the Schroders multi-asset team is reacting to dollar weakness
This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to discuss how her team have reacted to the relative weakness of the dollar in 2025.
Hosted on Acast. See acast.com/privacy for more information.
...more
17min
September 25, 2025 Why earnings growth justifies US tech stock outperformance
Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US equities may deserve another look.
Hosted on Acast. See acast.com/privacy for more information.
...more
18min
September 17, 2025 Which is the last cheap equity market in the world?
The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with Chelsea Financial Services managing director Darius McDermott, who reveals the market he thinks is the only cheap one left.
Hosted on Acast. See acast.com/privacy for more information.
...more
21min
September 10, 2025 Inside Quilter's passive alternatives strategy
Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining alternatives exposure, the role of derivatives in asset allocation and where they are finding opportunities during the present volatile market conditions.
Hosted on Acast. See acast.com/privacy for more information.
...more
20min

FAQs about The Asset Allocator Podcast:

How many episodes does The Asset Allocator Podcast have?

The podcast currently has 142 episodes available.