The Asset Allocator Podcast
Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers 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 free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.
Show episodes
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. The
US president Donald Trump has said there might be "a little disturbance" as he imposes tariffs he claims are necessary. But fears of a recession in the US are growing. This week Joseph Wilkins and David Thorpe are joined by Philip Chandler, chief investment officer of multi-asset at Schroders, to discuss whether invest
Since the start of 2025, the S&P 500 is down nearly 5 per cent due in part to Donald Trump's 'will he, won't he' approach to tariffs. This week tariffs were on again (before they weren't) so the US bluechip index fell by more than 3 per cent. This comes after a period of several years when it seemed like the world revo
Last year saw a spike in the number of fund manager departures, which were at their highest level since Covid. This week David Thorpe, Joseph Wilkins and Dave Baxter have a chat about why that might be and how portfolio managers mitigate this. They also discuss the latest Spot the Dog list of underperforming funds and
For better or worse, Donald Trump's first few weeks in the White House have involved a flurry of activity - which the markets have always appreciating some of the new US president's decisions. This week David Thorpe and Dave Baxter make up for Joseph Wilkins' decision to go on holiday by chatting with Gene Salerno, chi
If volatility has made a comeback, are equal-weight indices the solution to this problem? Or do they present different issues? This week David Thorpe, Dave Baxter and Joseph Wilkins have a chat about the pros and cons of these trackers. They also discuss the case for European equities and whether their time has finally