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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...


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  • Reasons to be fearful

    26:32
    The recent success of the so-called magnificent seven stocks has caused plenty of pause for thought so far this year.In the latest edition of the Asset Allocator Podcast, we speak to James Crocker of Albert E Sharp about why he's so nervous about the magnificent seven and their influence on the wider stock market.They also weigh up the impact of a looming shift in monetary policy to cutting interest rates and its impact on allocations.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here.

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  • Factor tilts, the AI boom and SDR rules

    18:05
    This week Joseph Wilkins and David Thorpe are joined by Jonathan Griffiths, investment product manager at EBI, to discuss the growing use of factor tilts and which ones he particularly keen on at the moment.They also discuss the AI boom and how he is approaching that within his portfolios and what he makes of the looming SDR regulations for portfolio managers.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here.
  • 'The role of bonds and equities in portfolios has switched'

    23:57
    In this podcast, Asset Allocator chief reporter Joseph Wilkins, contributing editor David Thorpe and Jason Borbora-Sheen talk about the importance of diversification when it comes to fixed income portfolio construction, and how to understand the current concerns around sticky inflation and a higher-for-longer rate environment. Borbora-Sheen, who is a portfolio manager in the multi-asset team at Ninety One, also explains the "forces driving the higher sensitivity" between equities and fixed income, and why managers need to be flexible in their allocation strategies.
  • Don't leave me this way

    23:44
    This year has so far been dominated by two-high profile examples of the rule at play: Ben Whitmore’s forthcoming departure from Jupiter, and Mike Riddell’s more abrupt exit from Allianz.Plus Peter Rutter has left Royal London to set up on his own and Peter Saacke has left Artemis to become a maths teacher (a career trajectory also being followed by Baillie Gifford's Torcail Stewart).On this week's podcast Dave Baxter, David Thorpe and Joseph Wilkins have a chat about this spate of departures and the issue of what to do if a manager leaves more generally. They also discuss the rush to small caps among some DFMs and where allocators go when they are feeling adventurous.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here.
  • Staying on theme with global equities

    18:36
    Many investors focus on the ups and downs of particular countries and regions, but in a globalised world themes are becoming an increasingly important factor in allocation.This week, while David Thorpe enjoys himself in Portugal, Dave Baxter and Joseph Wilkins are joined by Natasha Ebtehadj who runs the Artemis Global Select fund, to discuss the themes which are driving her investment decisions.In this edition of the Asset Allocator Podcast, which is sponsored by Artemis, they discuss the importance of scale, how she views the increasingly crucial semiconductor sector and why she has recently bought a Brazilian bank and what that says about the interest rate cycle.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here.
  • On the money market

    21:20
    One of the challenges faced by investment managers lately has been the relative attractiveness of money market funds, given the current macro environment.This week David Thorpe and Joseph Wilkins are joined by Peter Dalglish, Parmenion's chief investment officer, to discuss the pros and cons of these funds.They also discuss how he is allocating through a year full of elections and political risk, and they discuss how his fixed income allocations have shifted.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here.
  • The challenge of building portfolios for retirement

    19:51
    One of the long-running trends in the world of portfolio management has been the gradual fall in average allocations to UK equities.In this week's edition of the podcast, which is sponsored by Artemis, Joseph Wilkins and David Thorpe are joined by Henry Cobbe, head of research at Elston Consulting, to discuss the outlook for UK equities. They also discuss the dominance US equities have over global equity funds and what alternatives there are.They also discuss the challenges of building portfolios for retirement in light of the FCA's recent review.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here.