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The Asset Allocator Podcast
Every few weeks the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how DFMs are positioning their portfolios. They'll be joined by guests from across the prof...
Latest episode
Govt bonds ‘still the best safe haven and store of capital’
16:30|James Klempster, Liontrust's deputy head of multi-asset, discusses portfolio construction at a time of severe market strife with FT Adviser's Tara O'Connor and Asset Allocator's contributing editor David Thorpe.
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What 7IM means by rules-based investing
17:55|Shanti Kelemen, co-CIO of 7IM, discusses how her firm uses rules-based investing when creating portfolios and how those rules evolve in different market conditions.Volatility means active management now increasingly attractive in US
20:46|Alex Harvey, senior portfolio manager at Momentum Global Investment Management, discusses the changing nature of allocations to US equities, his views on gold and alternative assets, and more, in the latest edition of the Asset Allocator podcast.Why One Four Nine Group has cut its equity exposure by 5%
17:06|Bevan Blair, chief investment officer at One Four Nine Group discusses his recent decision to reduce the equity exposure across all client portfolios, why gold is not an investible asset class, and what he is looking for in an equity fund manager.Is active management making a comeback?
17:36|Andrew Spence, founder of Aspen Advisers, discusses the perils of concentration risk in equity portfolios and the options for achieving diversification, with chief reporter Joseph Wilkins and contributing editor David Thorpe.How Canaccord Wealth are allocating to profit from dollar weakness
16:54|Richard Champion, co-chief investment officer at Canaccord Wealth, joins Asset Allocator contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss the firm's exposure to assets that can protect in a world of currency debasement and dollar weakness.Assets to own to protect against a Trump-induced market shock
18:07|Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, discusses the options for investors looking for diversification in an era of frequent market shocks, with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe.