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Andrew Spence, founder of Aspen Advisers, discusses the perils of concentration risk in equity portfolios and the options for achieving diversification, with chief reporter Joseph Wilkins and 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.
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OTROS EPISODIOS EN ESTE PODCAST
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…
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…
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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