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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 inve...
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 p...
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 in...
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...
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...
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