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 profession to unpick some of these trends. Asset Allocator is FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the newsletter, visit accounts.ftadviser.com/assetallocator. Hosted on Acast. See acast.com/privacy for more information.
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In this first edition of the Asset Allocator Podcast of 2024, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Jason Day, senior investment manager at Abrdn. They discuss how Jason is viewing fixed income as we enter the new year with yields having pushed higher over 2023 and why he thinks t
As the year draws to a close, Dave Baxter, David Thorpe and Joseph Wilkins gather around a microphone with some mince pies to discuss a recent report into the fastest growing DFMs and the UK equity funds which have lost and gained popularity among allocators. They also make some outlandish predictions for 2024 in what
At the start of 2023 it seemed rising interest rates were putting an end to the golden era of tech stocks, but these companies have actually surged with the Nasdaq up 47 per cent so far this year fuelled by the explosion of interest in artificial intelligence. This week David Thorpe and Joseph Wilkins are joined by Dav
This week David Thorpe and Dave Baxter are joined by contributor Joseph Wilkins. They discuss the shifts in allocation seen in cautious portfolios in recent months, with equities down and fixed income remaining static. They also discuss the fact DFMs have been finding it particularly hard to pick out-performing Japanes
This week David Thorpe is joined by Haig Bathgate, head of investments at Atomos, to discuss why he's so positive on China at the moment and the potential impacts of the geopolitical tensions between China and the West. They also discuss the recession outlook for the West and whether we have reached peak rates in the U
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, discuss the most popular funds held in income portfolios. They look at the UK equity income funds which are attracting the most attention and then they look further afield at the use of emerging ma