{"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-0d9e0e43d1e6/6888dc0be0a86cc3ab366590?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Why this allocator is 30% underweight to the US ","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44642e85601ee98576f/1753799683803-24bf9d04-50f5-40d2-9679-b06b56ea1393.jpeg?height=200","description":"<p>Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why.&nbsp;</p><p><br></p><p>That is less than half the weighting of the US market in the global benchmark, and he admits it leaves many \"aghast\".</p><p><br></p><p>He also reveals the role cash and bonds play in his portfolios at a time of heightened market stress.</p>","author_name":"Asset Allocator"}