ACERCA DE ESTE EPISODIO
Unusually for the folk at City Asset Management, the team made a change to the Aim portfolios ahead of the first Budget by chancellor Rachel Reeves. In this podcast, supported by Artemis, Joseph Wilkins, chief reporter for Asset Allocator and James Calder, chief investment officer for City Asset Management, talk about changes made to the portfolios and what the expectations are for Aim portfolios.
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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OTROS EPISODIOS EN ESTE PODCAST
Recent activity suggests markets are reconsidering their approach to AI-themed companies, but what's going on exactly? To answer, David Combs, head of multi-asset at Rathbones Asset Management joins Aamina Zafar and David Thorpe on Asset Allocator.
David gives his opinions on the best ways for inve…
Is passive investing making markets more concentrated? Will today's AI winners still exist in a decade? And why might cash be one of the most misunderstood assets in investing?
In this episode of Asset Allocator, Nathan Sweeney, chief investment officer for multi-asset at Marlborough, joins Amina Z…
With fresh opportunities emerging across equities, fixed income, and alternative assets, where should investors be focusing?
That's the question Asset Allocator's Aamina Zafar and David Thorpe put to Ed Cole, equity strategist at Man Group.
Ed discusses diversification and how inflation may hit por…
AI boom or bubble? Emerging markets comeback? And what do geopolitical shocks mean for investors in 2026? In this episode of the Asset Allocator podcast, FT Adviser editor Simoney Kyriakou sits down with Joe Little, Chief Strategist at HSBC Asset Management, to unpack the forces reshaping global ma…
Why do professional investors increasingly avoid the phrase "passive investing"?
Dan Caps, portfolio manager at Evelyn Partners, argues that modern index investing is anything but passive. From factor exposures and asset allocation to tactical implementation and disciplined rebalancing, today's por…
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