ABOUT THIS PODCAST 🔗
Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.
Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here.
Hosted on Acast. See acast.com/privacy for more information.
Update frequency:
weekly
Average audio length:
22 minutes
Guest interviews
English
United States
185 episodes
since May 27, 2021
episodic
LATEST EPISODE 🔗
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…
PREVIOUS EPISODES 🔗
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 …
Disclaimer: The podcast and artwork embedded on this page are from Asset Allocator, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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