OM DENNE EPISODE
Industry veteran Dan Kemp, founder of Portfolio Thinking, discusses the challenges of diversification on the latest edition of the Asset Allocator podcast.
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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ANDRE EPISODE I DENNE PODCAST
UK equities may look cheap, but are they cheap for a reason?
Paul O’Neill, chief investment officer at Bentley Reid, joins the Asset Allocator podcast to explain why global investors should “stay away” from the UK market for now – despite seeing genuine valuation opportunities for individual invest…
In this episode of Asset Allocator, Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have long-lasting consequences for global markets, inflation and economic growth.
He discusses the knock-on effects across commodities and supply c…
Are bonds becoming attractive again? Can the AI trade continue to drive equity markets? And with concerns over government debt, inflation and geopolitical risk mounting, where can investors still find a safe haven?
Janet Mui, head of market analysis at RBC Brewin Dolphin, joins the Asset Allocator …
Fears over a lack of de-escalation in Iran and reservations about whether AI companies can continue their trajectory have led to bond market volatility and worryingly persistent inflation.
But amid the tumult, stocks and emerging markets have remained surprisingly resilient.
Joe Little,…
Gold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next?
FT Adviser Editor-in-Chief Simoney Kyriakou is joined by Joe Little, Chief Strategist at HSBC Asset Management, to unpack the biggest investment questions facing markets. Watch or listen t…
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