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The Asset Allocator Podcast
How Canaccord Wealth are allocating to profit from dollar weakness
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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.
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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Why Isio have no government bonds in their MPS
21:41|At a time when most investors are chasing the next shiny thing, Isio portfolio manager Daniel Nielsen is dusting off an old classic and bringing asset-backed securities back into the conversation, with Asset Allocator's contributing editor David Thorpe, and editor of FT Adviser Simoney Kyriakou.Why there are no safe havens left
18:15|David Coombs, head of multi-asset at Rathbones, discusses the ongoing market turbulence and the search for safe havens with Asset Allocator contributing editor David Thorpe and FT Adviser chief reporter Tara O'Connor.How Fidelity think about risk in their new MPS
33:30|Caroline Shaw, who jointly runs the new model portfolio range at Fidelity, discusses how she hopes to stand out in a crowded market, and how she thinks about risk management at a time of elevated volatility in markets, with FT Adviser editor Simoney Kyriakou and Asset Allocator contributing editor David Thorpe.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.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.