The Asset Allocator Podcast

In the final edition of the Asset Allocator Podcast of 2024, Joseph Wilkins is joined by Darren Ripton, head of investment at Abrdn, and Ben Hammond, managing director of consulting at the Lang Cat, to reflect on the past decade of model portfolio services and to ponder what the future might have in store.They discuss how the sector has changed, the pros and cons of MPS versus multi-asset, how the platform sector is helping and hindering MPS and how the sector might evolve over the next decade.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.

As we approach the end of the year, David Thorpe gathers a group of experts to look forward into 2025 in this bumper edition of the podcast which is supported by Artemis.He is joined by Natasha Ebtehadj, manager of the Artemis Global Select fund, Liam O'Donnell from Artemis's fixed income team, Fahad Hassan, the chief investment officer at Albemarle Street Partners, and Richard Carter, head of fixed income research at Quilter Cheviot.They discuss the monetary policy outlook, the potential impact of a Trump presidency, whether US equities will continue to play a crucial role and achieving diversification in fixed income.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 result of the recent US presidential election has given many of us plenty to ponder.This week Dave Baxter, Joseph Wilkins and David Thorpe get together to discuss what the incoming Trump administration might mean for the heft US fiscal deficit and whether that matters from an investment perspective.They also discuss the role of US equities in income portfolios and where to get tech exposure outside the US.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.

Unusually for the folk at City Asset Management, the team made a change to the Aim portfolios ahead of the first Budget by chancellor Rachel Reeves. In this podcast, supported by Artemis, Joseph Wilkins, chief reporter for Asset Allocator and James Calder, chief investment officer for City Asset Management, talk about changes made to the portfolios and what the expectations are for Aim portfolios.

The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Select, and Ben Yearsley of Fairview Investing, whether there's still value to be had in US equities.They also discuss the illusive US recession as well as the outlook following Donald Trump's re-election as president and they weigh up the growing US deficit and Elon Musk's chances of tackling it.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.

This week Joseph Wilkins and Dave Baxter are joined by Stuart Clark, who runs the Quilter Wealthselect portfolios.They discuss what a Trump presidency might mean and what parallels can be drawn between gold's surge over the course of this year and the performance of cryptocurrencies.Clark also explains how he is allocating to fixed income in a world of falling rates and budget deficit concerns.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 outlook for the UK economy is a topic that has consumed endless column inches – particularly in the wake of last week's Budget.On this week's podcast, which is sponsored by Artemis, we are joined by Ed Legget, manager of the Artemis UK Select fund, and Chris Fleming, deputy chief investment officer at Square Mile, to consider the outlook. They discuss the ripple effects of Labour's first Budget in 14 years, achieving diversification within the UK market and the potential effect and likelihood of interest rate cuts.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.

Chris Robinson joined Premier Miton over the summer to run the company's new MPS.This week he catches up with David Thorpe and Joseph Wilkins to discuss this approach to picking funds, what he looks for and why he's so pleased with one of his Japanese equity picks.They also discuss China versus India, why he is underweight Europe and the outlook for the UK.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 Chinese government's sudden U-turn on fiscal stimulus has got a lot of heads scratching recently - including among those who debate the future prospects of the country's economy.This week David Thorpe and Joseph Wilkins are joined by Nathan Sweeney, multi-asset chief investment officer at Marlborough, to discuss whether the stimulus will change his calculus on whether or not to allocate to China.They also discuss positioning portfolios for rate cuts and why he is rotating his US exposure from growth to value.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.