x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Asset Allocator Podcast

Asset Allocator

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

business investing

All Episodes

26:58

UK equity funds Evelyn Partners are sticking with

The Asset Allocator Podcast ·

2025/11/06

Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut. Speaking with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe, Burns explained the evolution of his UK equity allocation, and also discussed his exposure to emerging markets, the US, and fixed income positions. Hosted on Acast. See acast.com/privacy for more information.

en

22:54

Why Tatton are underweight US equities and overweight...

The Asset Allocator Podcast ·

2025/10/30

Olivia Geldenhuys, head of investment specialists at Tatton, discusses the firm's equity exposure in the latest episode of the Asset Allocator podcast, hosted by chief reporter Jospeh Wilkins, with contributing editor David Thorpe. Hosted on Acast. See acast.com/privacy for more information.

en

22:03

Why reducing Japanese equity exposure now is sensible...

The Asset Allocator Podcast ·

2025/10/23

Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and revealed that he has recently taken profits on a number of markets. Robinson discussed his outlook on Japan and the US in particular. Hosted on Acast. See acast.com/privacy for more information.

en

19:29

Resurgence of strategic bond funds "not surprising"

The Asset Allocator Podcast ·

2025/10/09

On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset investor at Invesco, to discuss the latest market trends. Hosted on Acast. See acast.com/privacy for more information.

en

16:21

How the Schroders multi-asset team is reacting to...

The Asset Allocator Podcast ·

2025/10/02

This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to discuss how her team have reacted to the relative weakness of the dollar in 2025. Hosted on Acast. See acast.com/privacy for more information.

en

17:49

Why earnings growth justifies US tech stock...

The Asset Allocator Podcast ·

2025/09/25

Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US equities may deserve another look. Hosted on Acast. See acast.com/privacy for more information.

en

20:04

Which is the last cheap equity market in the world?

The Asset Allocator Podcast ·

2025/09/17

The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with Chelsea Financial Services managing director Darius McDermott, who reveals the market he thinks is the only cheap one left. Hosted on Acast. See acast.com/privacy for more information.

en

19:48

Inside Quilter's passive alternatives strategy

The Asset Allocator Podcast ·

2025/09/10

Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining alternatives exposure, the role of derivatives in asset allocation and where they are finding opportunities during the present volatile market conditions. Hosted on Acast. See acast.com/privacy for more information.

en

15:36

Why boutique fund managers represent a compelling...

The Asset Allocator Podcast ·

2025/09/04

Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to discuss why he prefers investing into mandates run by boutique fund houses, rather than with industry giants.He also discusses the changing nature of wealth management and the focus on pre-set rules, such as the requirements many investors have that a fund must have a three-year track record before they can own it. Hosted on Acast. See

en

25:22

Why this allocator is 30% underweight to the US

The Asset Allocator Podcast ·

2025/07/31

Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why.That is less than half the weighting of the US market in the global benchmark, and he admits it leaves many "aghast".He also reveals the role cash and bonds play in his portfolios at a time of heightened market stress. Hosted on Acast. See acast.com/privacy for more information.

en

30:55

What is the best way to buy an index fund?

The Asset Allocator Podcast ·

2025/07/24

Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to consider when choosing index funds, ranging from cost to tracking error. He also revealed what he looks for when choosing actively managed funds, and the sell discipline he deploys when a fund is not meeting expectations. Hosted on Acast. See acast.com/privacy for more information.

en

23:58

Is active management reaching a turning point?

The Asset Allocator Podcast ·

2025/07/17

The market turbulence of this year could mean actively managed funds come back into fashion, says David Aujla, multi-asset portfolio manager at Invesco, on the latest edition of the Asset Allocator podcast.Aujla says that for many years an investor who simply owned a US equity tracker fund would have achieved good returns, but in his view the dominance of the magnificent seven group of stocks means diversification is an issue for passive investors.He also discusses his exposure to smaller companies,

en

24:32

Why 7IM sold out of healthcare

The Asset Allocator Podcast ·

2025/07/10

This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which themes they are backing now. They also discuss how he’s approaching dollar weakness and what UK banking stocks can tell us about crypto as an investment. Hosted on Acast. See acast.com/privacy for more information.

en

23:11

Can anything stop the S&P 500 from going up?

The Asset Allocator Podcast ·

2025/07/03

Despite what may seem like Donald Trump’s best attempts, the S&P 500 continues to rise ever upwards.This week Dave Baxter and Joseph Wilkins talk to Ernst Knacke, head of investment research at Shard Capital, about whether it’s continued rise is justified or whether the markets are missing something.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.To receive

en

20:27

Can a portfolio ride out every bump?

The Asset Allocator Podcast ·

2025/06/26

This week saw the launch of Shard Capital's 'permanent portfolios' which shun the traditional 60:40 model to create a proposition to protect against major drawdowns that could result from macroeconomic and geopolitical turmoil.Dave Baxter and Joseph Wilkins discuss these portfolios and whether it is possible to create a single solution which rides out every bump.They also discuss whether increased volatility is something investors will just have to learn to live with, reflecting on recent commentary

en

15:05

Is American exceptionalism over?

The Asset Allocator Podcast ·

2025/06/19

Ever since Donald Trump announced he was "reforming" the US approach to trade, the question of whether the American equities and government bonds will continue to hold their pre-eminent position has been hotly debated.This week Joseph Wilkins, David Thorpe and Damian Fantato discuss the extent to which allocators are moving away from the US.They also discuss the state of the wealth management sector in light of some new research by Platforum which suggests not all is as rosey as it could be, and

en

18:21

What role does factor investing play?

The Asset Allocator Podcast ·

2025/06/12

A lot of focus recently has been on the pros and cons of equal-weight exposure but other factors are available, such as minimum volatility, momentum and value.This week David Thorpe and Joseph Wilkins are joined by William Marshall, chief investment officer of Hymans Robertson Investment Services, to discuss why he is keen on factor investing and how he uses it.They also discuss the recent volatility seen in the fixed income market and whether alternative options exist. And they discuss the

en

25:37

How is the economic cycle affecting portfolios?

The Asset Allocator Podcast ·

2025/06/05

Typically, fiscal and monetary policy is counter cyclical but in recent years this appears to have changed, most prominently in the US fiscal policy. This is complicating monetary policy and the task of running portfolios.This week David Thorpe and Joseph Wilkins are joined by Peter Dalgliesh, chief investment officer at Parmenion, to discuss how this is affecting his portfolios and how it is affecting the value and growth styles of investing.They also discuss seeking downside protection, valuations

en

29:37

Should UK gilts do the twist?

The Asset Allocator Podcast ·

2025/05/29

In 2011 the Federal Reserve stopped issuing 30-year bonds to "twist" the maturity profile and reduce the nominal value of US debt.This week we're joined by Henry Cobbe, the founder and head of research at Elston Consulting, who has recently written a white paper calling for a British version of what became known as "operation twist".David Thorpe and Joseph Wilkins discuss how he thinks retail investors can be incentivised to "step in where pension schemes are stepping out".They also discuss the

en

19:33

What's the case for increasing exposure to the US?

The Asset Allocator Podcast ·

2025/05/22

At times it might seem like Donald Trump's campaign slogan was actually "make markets volatile again". If so, he seems to have succeeded.This week David Thorpe and Joseph Wilkins are joined by Nathan Sweeney, chief investment officer of multi-asset solutions at Marlborough.They discuss navigating Donald Trump's role in the markets, why he's been adding to the US and Japan and the search for protection from volatility.The Asset Allocator Podcast is a weekly series aimed at discretionary fund

en

80 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...