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
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The podcast currently has 88 episodes available.
This week we are joined by Ryan Hughes, investment director at AJ Bell, to discuss whether the recent volatility seen in markets is likely to be a permanent feature.
He also discusses with David Thorpe why AJ Bell is so keen on emerging markets at the moment and what purpose, if any, he sees for the growing number of active ETFs.
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.
Hosted on Acast. See acast.com/privacy for more information.
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.
Hosted on Acast. See acast.com/privacy for more information.
The Asset Allocator Podcast is back from its summer break and this week David Thorpe and Joseph Wilkins are joined by Damian Fantato, acting editor of Asset Allocator, while Dave Baxter goes on holiday to Sri Lanka.
They discuss whether equal-weight indices are the solution to concentration concerns, if China is too big to ignore for DFMs and they have a look at what did and didn't do well during the recent spate of volatility.
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.
Hosted on Acast. See acast.com/privacy for more information.
As markets take a pause for breath, we have a chat with Alex Funk, who is newly-installed as head of investments at Portfoliometrix.
He chats with Joseph Wilkins and David Thorpe about the MPS solutions he has inherited and he reflects on the recent market volatility.
They also discuss where he is seeing risk on the horizon and whether he is planning on tweaking his new portfolios.
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.
Hosted on Acast. See acast.com/privacy for more information.
Just when you thought it was safe to go back in the water, market volatility strikes again.
This week Joseph Wilkins and Dave Baxter are joined by Freddy Colquhoun, investment director at JM Finn, to discuss this week's market volatility, his views on the economic outlook and whether there are any asset classes he thinks are particularly compelling at the moment.
They also discuss his views on the compelling valuations in the UK and what his outlook is for the home economy.
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.
Hosted on Acast. See acast.com/privacy for more information.
Many of the discussions which are held about portfolios at the moment centre around macro questions.
This week David Thorpe and Joseph Wilkins are joined by Ernst Knacke, head of investment research at Shard Capital, to discuss what he views as the greatest threat facing portfolios in the current environment and how he is safeguarding against it.
They also discuss his use of alternatives such as managed futures and gold, and his plans to launch his MPS proposition on platform later this year.
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.
Hosted on Acast. See acast.com/privacy for more information.
Some investors might wonder what the point is of trying to outperform the US market when simply buying an S&P 500 tracker has delivered pretty substantial returns.
But this week David Thorpe, Dave Baxter and Joseph Wilkins discuss the few active outperformers in the US market and how they have achieved this.
They also discuss whether portfolio managers are losing faith in Japan, which just a few months ago seemed to have made a resurgence, and they discuss the pros and cons of using specialist tech funds in light of Arbuthnot Latham's decision to buy a semiconductor fund.
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.
Hosted on Acast. See acast.com/privacy for more information.
The recent success of the so-called magnificent seven stocks has caused plenty of pause for thought so far this year.
In the latest edition of the Asset Allocator Podcast, we speak to James Crocker of Albert E Sharp about why he's so nervous about the magnificent seven and their influence on the wider stock market.
They also weigh up the impact of a looming shift in monetary policy to cutting interest rates and its impact on allocations.
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.
Hosted on Acast. See acast.com/privacy for more information.
This week Joseph Wilkins and David Thorpe are joined by Jonathan Griffiths, investment product manager at EBI, to discuss the growing use of factor tilts and which ones he particularly keen on at the moment.
They also discuss the AI boom and how he is approaching that within his portfolios and what he makes of the looming SDR regulations for portfolio managers.
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.
Hosted on Acast. See acast.com/privacy for more information.
In this podcast, Asset Allocator chief reporter Joseph Wilkins, contributing editor David Thorpe and Jason Borbora-Sheen talk about the importance of diversification when it comes to fixed income portfolio construction, and how to understand the current concerns around sticky inflation and a higher-for-longer rate environment. Borbora-Sheen, who is a portfolio manager in the multi-asset team at Ninety One, also explains the "forces driving the higher sensitivity" between equities and fixed income, and why managers need to be flexible in their allocation strategies.
Hosted on Acast. See acast.com/privacy for more information.
The podcast currently has 88 episodes available.