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The Asset Allocator Podcast
Has Europe's time come?
The year has started brightly for the European market, with the Euro Stoxx 50 up more than 10 per cent since the start of 2025. But is that a sign Europe has turned a corner?
This week Ian Rees, head of multi-manager at Premier Miton, joins David Thorpe and Joseph Wilkins to discuss whether this is the case or not.
They also discuss the challenges of US exceptionalism and the UK listed funds space.
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.
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The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.
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