The Asset Allocator Podcast is back for 2025 and this week David Thorpe, Joseph Wilkins and Dave Baxter kick off the new year by discussing the active US equity funds which managed to outperform the market in 2024 and they weigh up the investment case for China versus India.

They also discuss how DFMs can compete in an increasingly crowded market.

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.

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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.

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