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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

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All Episodes

56:14

What's the outlook for 2025?

The Asset Allocator Podcast ·

2024/12/12

As we approach the end of the year, David Thorpe gathers a group of experts to look forward into 2025 in this bumper edition of the podcast which is supported by Artemis.He is joined by Natasha Ebtehadj, manager of the Artemis Global Select fund, Liam O'Donnell from Artemis's fixed income team, Fahad Hassan, the chief investment officer at Albemarle Street Partners, and Richard Carter, head of fixed income research at Quilter Cheviot.They discuss the monetary policy outlook, the potential impact of

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20:28

Is the US fiscal deficit about to balloon - and does...

The Asset Allocator Podcast ·

2024/12/05

The result of the recent US presidential election has given many of us plenty to ponder.This week Dave Baxter, Joseph Wilkins and David Thorpe get together to discuss what the incoming Trump administration might mean for the heft US fiscal deficit and whether that matters from an investment perspective.They also discuss the role of US equities in income portfolios and where to get tech exposure outside the US.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund

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23:41

Budget changes to Aim markets was 'not woeful'

The Asset Allocator Podcast ·

2024/11/28

Unusually for the folk at City Asset Management, the team made a change to the Aim portfolios ahead of the first Budget by chancellor Rachel Reeves. In this podcast, supported by Artemis, Joseph Wilkins, chief reporter for Asset Allocator and James Calder, chief investment officer for City Asset Management, talk about changes made to the portfolios and what the expectations are for Aim portfolios. Hosted on Acast. See acast.com/privacy for more information.

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21:49

Is there still value in US equities?

The Asset Allocator Podcast ·

2024/11/21

The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Select, and Ben Yearsley of Fairview Investing, whether there's still value to be had in US equities.They also discuss the illusive US recession as well as the outlook following Donald Trump's re-election as president and they weigh up the growing US deficit and Elon Musk's chances of tackling it.The

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30:12

What could a Trump presidency mean for portfolios?

The Asset Allocator Podcast ·

2024/11/14

This week Joseph Wilkins and Dave Baxter are joined by Stuart Clark, who runs the Quilter Wealthselect portfolios.They discuss what a Trump presidency might mean and what parallels can be drawn between gold's surge over the course of this year and the performance of cryptocurrencies.Clark also explains how he is allocating to fixed income in a world of falling rates and budget deficit concerns.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and

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33:24

What's the outlook for UK equities?

The Asset Allocator Podcast ·

2024/11/07

The outlook for the UK economy is a topic that has consumed endless column inches – particularly in the wake of last week's Budget.On this week's podcast, which is sponsored by Artemis, we are joined by Ed Legget, manager of the Artemis UK Select fund, and Chris Fleming, deputy chief investment officer at Square Mile, to consider the outlook. They discuss the ripple effects of Labour's first Budget in 14 years, achieving diversification within the UK market and the potential effect and likelihood of

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19:20

How Premier Miton's new MPS head runs his portfolios

The Asset Allocator Podcast ·

2024/10/31

Chris Robinson joined Premier Miton over the summer to run the company's new MPS.This week he catches up with David Thorpe and Joseph Wilkins to discuss this approach to picking funds, what he looks for and why he's so pleased with one of his Japanese equity picks.They also discuss China versus India, why he is underweight Europe and the outlook for the UK.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into

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29:32

What to make of the China stimulus

The Asset Allocator Podcast ·

2024/10/24

The Chinese government's sudden U-turn on fiscal stimulus has got a lot of heads scratching recently - including among those who debate the future prospects of the country's economy.This week David Thorpe and Joseph Wilkins are joined by Nathan Sweeney, multi-asset chief investment officer at Marlborough, to discuss whether the stimulus will change his calculus on whether or not to allocate to China.They also discuss positioning portfolios for rate cuts and why he is rotating his US exposure from

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19:19

Will cost disclosure rule changes spur interest in...

The Asset Allocator Podcast ·

2024/10/17

News that the regulator will be changing cost disclosure rules has been welcomed as a lifeline by the investment trust sector.But will it be the silver bullet some claim? This week David Thorpe, Joseph Wilkins and Damian Fantato discuss whether it will boost investment trust ownership among portfolio managers.They also discuss the potential problem of "monocrop" portfolios and they wade into the MPS vs multi-asset debate.The Asset Allocator Podcast is a weekly series aimed at discretionary fund

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24:32

How will China's stimulus affect the rest of the world?

The Asset Allocator Podcast ·

2024/10/10

This week David Thorpe and Joseph Wilkins are joined by Chris Metcalfe, chief investment officer at Iboss, to discuss the impact of China's economic stimulus on Europe and other regions.They also discuss whether property is still investable in light of Dynamic Planner's decision to remove it from its risk models. And they discuss how to manage concentration risk concerns from clients.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth

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22:45

How sustainable are sustainable portfolios?

The Asset Allocator Podcast ·

2024/10/03

This week Dave Baxter, Joseph Wilkins and David Thorpe discuss the malaise which is affecting the world of sustainable portfolios and what that means for the sector.They also discuss the slow start to life which Ark's ETFs have endured and the company's recent launch of a "model portfolio". And they discuss City Asset Management's decision to call time on UK equity income holdings and what that says about the sector more widely.The Asset Allocator Podcast is a weekly series aimed at discretionary

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21:41

What really drives returns?

The Asset Allocator Podcast ·

2024/09/26

This week David Thorpe and Joseph Wilkins are joined by James Saunders, head of portfolio management at Tatton Investment Management.They discuss his principles for selecting a fund, how he mitigates risk and how he balances risk versus volatility.James also explains what what he thinks really drives returns: fund selection or asset allocation.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues

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19:06

An emerging opportunity

The Asset Allocator Podcast ·

2024/09/19

This week we are joined by Ryan Hughes, investment director at AJ Bell, to discuss whether the recent volatility seen in markets is likely to be a permanent feature.He also discusses with David Thorpe why AJ Bell is so keen on emerging markets at the moment and what purpose, if any, he sees for the growing number of active ETFs.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

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17:19

Going in cycles

The Asset Allocator Podcast ·

2024/09/12

The debate of where we sit in the growth vs value cycle and the cyclical vs defensive cycle is often a hotly contested one.This week Joseph Wilkins and David Thorpe are joined by Ryan Paterson, portfolio manager at Schroder Investment Solutions, to discuss where he thinks we currently sit in these cycles and what action he's taking in response.They also discuss some recent changes he has made to his portfolios and demand for ESG.The Asset Allocator Podcast is a weekly series aimed at discretionary

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18:04

All things being equal

The Asset Allocator Podcast ·

2024/09/05

The Asset Allocator Podcast is back from its summer break and this week David Thorpe and Joseph Wilkins are joined by Damian Fantato, acting editor of Asset Allocator, while Dave Baxter goes on holiday to Sri Lanka.They discuss whether equal-weight indices are the solution to concentration concerns, if China is too big to ignore for DFMs and they have a look at what did and didn't do well during the recent spate of volatility.The Asset Allocator Podcast is a weekly series aimed at discretionary fund

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24:44

What's the risk?

The Asset Allocator Podcast ·

2024/08/15

As markets take a pause for breath, we have a chat with Alex Funk, who is newly-installed as head of investments at Portfoliometrix.He chats with Joseph Wilkins and David Thorpe about the MPS solutions he has inherited and he reflects on the recent market volatility.They also discuss where he is seeing risk on the horizon and whether he is planning on tweaking his new portfolios.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers,

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25:36

What does this week's volatility mean for portfolios?

The Asset Allocator Podcast ·

2024/08/08

Just when you thought it was safe to go back in the water, market volatility strikes again.This week Joseph Wilkins and Dave Baxter are joined by Freddy Colquhoun, investment director at JM Finn, to discuss this week's market volatility, his views on the economic outlook and whether there are any asset classes he thinks are particularly compelling at the moment.They also discuss his views on the compelling valuations in the UK and what his outlook is for the home economy.The Asset Allocator Podcast

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19:33

The future's bright, the future's managed

The Asset Allocator Podcast ·

2024/08/01

Many of the discussions which are held about portfolios at the moment centre around macro questions.This week David Thorpe and Joseph Wilkins are joined by Ernst Knacke, head of investment research at Shard Capital, to discuss what he views as the greatest threat facing portfolios in the current environment and how he is safeguarding against it.They also discuss his use of alternatives such as managed futures and gold, and his plans to launch his MPS proposition on platform later this year.The Asset

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24:41

Can you beat the house?

The Asset Allocator Podcast ·

2024/07/25

Some investors might wonder what the point is of trying to outperform the US market when simply buying an S&P 500 tracker has delivered pretty substantial returns.But this week David Thorpe, Dave Baxter and Joseph Wilkins discuss the few active outperformers in the US market and how they have achieved this.They also discuss whether portfolio managers are losing faith in Japan, which just a few months ago seemed to have made a resurgence, and they discuss the pros and cons of using specialist

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26:32

Reasons to be fearful

The Asset Allocator Podcast ·

2024/07/18

The recent success of the so-called magnificent seven stocks has caused plenty of pause for thought so far this year.In the latest edition of the Asset Allocator Podcast, we speak to James Crocker of Albert E Sharp about why he's so nervous about the magnificent seven and their influence on the wider stock market.They also weigh up the impact of a looming shift in monetary policy to cutting interest rates and its impact on allocations.The Asset Allocator Podcast is a weekly series aimed at

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80 results

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