{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/93cf156f-10d0-452d-ad3f-0d9e0e43d1e6/6320a1036e4d6d0012bfc90a?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"'There are no panaceas'","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44642e85601ee98576f/show-cover.jpg?height=200","description":"<p>This week David Thorpe, contributing editor on FTAdviser, is joined by Matthew Yeates, deputy chief investment officer at 7IM, and Dave Baxter, funds editor on the Investors' Chronicle.</p><p>They discuss why a \"changing tide\" in manufacturing is the reason Matthew has moved underweight equities, and why he has been sceptical about US equities in particular for a while.</p><p>Matthew also explains why he's keen on market neutral funds amid the bond sell-off seen this year - even though he doesn't see them as a panacea.</p><p>The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.</p><p><br></p><p><br></p>","author_name":"Asset Allocator"}