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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to discuss why he prefers investing into mandates run by boutique fund houses, rather than with industry giants.

He also discusses the changing nature of wealth management and the focus on pre-set rules, such as the requirements many investors have that a fund must have a three-year track record before they can own it.

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.

Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why. 

That is less than half the weighting of the US market in the global benchmark, and he admits it leaves many "aghast".

He also reveals the role cash and bonds play in his portfolios at a time of heightened market stress.

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.

Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to consider when choosing index funds, ranging from cost to tracking error. He also revealed what he looks for when choosing actively managed funds, and the sell discipline he deploys when a fund is not meeting expectations.

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.