This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which themes they are backing now. They also discuss how he’s approaching dollar weakness and what UK banking stocks can tell us about crypto as an investment.

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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