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.
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Comparing the performance of model portfolio solutions can sometimes be a challenge, given the difference risk levels and approaches across the market. This week David Thorpe and Joseph Wilkins discuss the trials and tribulations of achieving this, given Arc's recent decision to launch a performance index. They also di
There are many ways to skin a cat, and even more ways to run a model portfolio service. This week Ash Weston, head of MPS at 8AM Global, joined David Thorpe and Joseph Wilkins to offer his take on some of the issues facing MPS providers. They discuss the pros and cons of investment committees, risk-variable portfolios
Markets have been in a tetchy state ever since Donald Trump announced he was launching a trade war with the entire planet (or maybe not as it later turned out). This week David Thorpe and Joseph Wilkins are joined by Julien Dauchez, head of portfolio consulting at Natixis, to discuss whether it's possible to diversify
Donald Trump's policy decisions continue to reverberate through markets as he decides whether or not to fire Fed chair Jerome Powell. This week David Thorpe and Joseph Wilkins are joined by Eleanor Ingilby, head of high net worth clients at Atomos, to discuss her thoughts on the US market, managing volatility and why s
Earlier this month US president Donald Trump announced a series of 'reciprocal' tariffs on most countries in the world. This had the effect of tanking markets across the globe. This week Dave Baxter, Joseph Wilkins and David Thorpe have a chat about the fall out of 'liberation day' and which funds rode out the turmoil
Tacit Investment Management has one of the highest exposures to high-yield bonds of all the portfolio managers we cover. This week we are joined by Kypros Charalambous, investment director at Tacit, to find out they pivoted to high-yield bonds since 2022 and the role it plays in their portfolios. He also explains why T