이 팟캐스트 소개 🔗

업데이트 빈도:
weekly
평균 오디오 길이:
22 minutes
게스트 인터뷰
영어
미국
에피소드 185 개
2021년 5월 27일부터
episodic

최신 에피소드 🔗

Julius Baer has moved from underweight to neutral on UK equities, but does that mean the investment case for Britain is improving? In this episode of the Asset Allocator podcast, Thomas Watts, MPS portfolio manager at Julius Baer, joins Aamina Zafar and David Thorpe to discuss the firm's latest ass…

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Are you more exposed to AI stocks than you realise? As the AI trade comes under pressure and bond markets experience renewed volatility, investors could be taking on risks they never intended. Eleanor Ingilby, head of high net worth and senior portfolio manager at Atomos, joins Asset Allocator to e…
With bond yields rising, inflation remaining stubborn and US stock markets increasingly dominated by a handful of technology giants, are investors rethinking how they build portfolios? Eric Louw, senior investment manager at Aberdeen, joins Asset Allocator to explain why the firm has been reducing …
Commodities should serve as a reliable safe haven in the event of an equity downturn next year according to Trevor Greetham, head of multi-asset at Royal London Asset Management, who shared his prediction when he joined this week’s Asset Allocator podcast. Joining Aamina Zafar and David Thorpe, Gre…
Government bond yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or are bonds becoming a more attractive investment than equities? In this episode of the Asset Allocator podcast, Simoney Kyriakou is joined by …
How should investors build a diversified portfolio when bond yields are rising, inflation remains a risk and the AI boom is reshaping global equity markets? In this episode of the Asset Allocator podcast, Aamina Zafar and David Thorpe are joined by Darius McDermott, managing director of Chelsea Fin…
Forecasting macro factors are much more difficult than they were in the past. That’s the view of Jordan Sriharan who joined this week’s Asset Allocator podcast this week. The senior fund manager for multi asset at Keyridge Asset Management warned that predicting the macro environment has become si…
Higher bond yields are transforming the investment case for fixed income. But with inflation remaining elevated, interest-rate expectations shifting and markets volatile, where are the best opportunities for investors? In this episode of the Asset Allocator podcast, Amina Zafar and David Thorpe are…
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,…
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 …
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