Asset Allocator

Asset Allocator
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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 a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.

  1. 2日前

    Tech stocks could ‘suffer’ and face a ‘difficult’ time if bond yields continue to rise

    Are bonds becoming attractive again? Can the AI trade continue to drive equity markets? And with concerns over government debt, inflation and geopolitical risk mounting, where can investors still find a safe haven? Janet Mui, head of market analysis at RBC Brewin Dolphin, joins the Asset Allocator podcast to discuss the outlook for government bonds, equities, artificial intelligence and gold. Mui explains why elevated government bond yields could persist, why RBC Brewin Dolphin currently prefers government bonds to corporate credit, and what the return of the “bond vigilantes” could mean for governments running large fiscal deficits. The discussion also turns to equity markets and the AI investment boom. With technology valuations elevated and huge sums being spent on AI infrastructure, Mui considers whether the AI trade can continue to deliver — and why small-cap stocks, the UK and Europe could offer investors ways to diversify their exposure. Timestamps 00:00 - Bond Market Dynamics 05:02 - Equity Markets and AI 09:53 - The impact of AI on markets 19:58 - Safe Havens & Hedging The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    Tech stocks could ‘suffer’ and face a ‘difficult’ time if bond yields continue to rise

  2. 9月3日

    ‘Stay away from UK equities’: where Bentley Reid’s CIO sees opportunities

    UK equities may look cheap, but are they cheap for a reason? Paul O’Neill, chief investment officer at Bentley Reid, joins the Asset Allocator podcast to explain why global investors should “stay away” from the UK market for now – despite seeing genuine valuation opportunities for individual investors and fund managers. With investment flows remaining negative, the UK market shrinking and small and mid-cap equities facing challenges around liquidity and volatility, O’Neill examines what would need to change before the UK becomes a more compelling allocation for global portfolios. He also discusses how the UK’s declining weight in global equity benchmarks has changed the way asset allocators approach the market, and why even a significant overweight to UK stocks can have a surprisingly small impact on a global portfolio. Elsewhere, the conversation explores the investment outlook beyond equities, including what higher bond yields mean for portfolio construction and the growing role of alternative investments. Timestamps 00:00 - Podcast Intro & Market Overview 03:18 - Bonds, Rates & Equity Strategy 06:14 - UK Equity Opportunities 08:23 - Alternative Investments & Bonds The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    ‘Stay away from UK equities’: where Bentley Reid’s CIO sees opportunities

  3. 7月30日

    How should investors position portfolios as geopolitical tensions reshape markets?

    In this episode of Asset Allocator, Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have long-lasting consequences for global markets, inflation and economic growth. He discusses the knock-on effects across commodities and supply chains, from energy markets to materials critical for semiconductor production, and explains why rising diesel prices reinforce Omnis' defensive positioning towards cyclical equities. Patrick also shares where he's finding opportunities in fixed income, why active fund management remains central to Omnis' investment approach, and how policymakers could struggle to balance higher inflation with weaker growth. Just to note, this is Asset Allocator's last podcast for the summer. We'll return at the beginning of September - see you soon! Timestamps 00:00 - Intro and macro overview 04:21 - Inflation & Fixed Income Dynamics 07:27 - Market Adjustments & Global Outlook 13:23 - Investment Strategies & Risk The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    How should investors position portfolios as geopolitical tensions reshape markets?

  4. 7月23日

    Why gold isn't acting like gold and why the AI boom might become a bubble

    Gold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next? FT Adviser Editor-in-Chief Simoney Kyriakou is joined by Joe Little, Chief Strategist at HSBC Asset Management, to unpack the biggest investment questions facing markets. Watch or listen to previous episodes of Asset Allocator here. They discuss why gold has become more volatile, whether AI valuations are entering bubble territory, how geopolitics and central banks are influencing markets, and why opportunities may be emerging beyond US technology stocks. Click here for more investment insights from HSBC Asset Management: Investment Insights | HSBC Asset Management Timestamps 00:00 - Gold Market Analysis 05:09 - Macroeconomic Outlook & Market Trends 11:00 - Technology, Growth & Valuation Concerns 18:19 - Income Opportunities & Diversification The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    Why gold isn't acting like gold and why the AI boom might become a bubble

  5. 7月16日

    The momentum behind the AI trade may be breaking down

    Recent activity suggests markets are reconsidering their approach to AI-themed companies, but what's going on exactly? To answer, David Combs, head of multi-asset at Rathbones Asset Management joins Aamina Zafar and David Thorpe on Asset Allocator. David gives his opinions on the best ways for investors to access the AI revolution right now, as well as looking at how to navigate the increasingly jittery market as bad news, questions of future profitability and much more has many trying to second-guess where the AI trend is going. Alongside AI, the trio also discuss the US interest rate story. The lingering conflict in the Strait of Hormuz and approaching mid-terms may mean change is coming but what can investors expect? And in the UK, more political change means more uncertainty. But is it perhaps a good time to invest in UK government bonds? David gives his opinion on what the gilts market looks like right now. Timestamps 00:00 - Is the AI investing landscape shifting? 10:41 - AI and big tech investing risks 12:49 - Will the US raise interest rates this year? 17:24 - Investment Strategies & Diversification 22:06 - The UK gilts outlook The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    The momentum behind the AI trade may be breaking down

  6. 7月9日

    How to build more resilient portfolios

    With fresh opportunities emerging across equities, fixed income, and alternative assets, where should investors be focusing? That's the question Asset Allocator's Aamina Zafar and David Thorpe put to Ed Cole, equity strategist at Man Group. Ed discusses diversification and how inflation may hit portfolios this year, with the things that asset managers need to be aware of when building their portfolio. He also explains his thoughts on fixed income and what a defensive equity allocation currently looks like. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    How to build more resilient portfolios

  7. 7月2日

    Is Passive Investing still passive?

    Why do professional investors increasingly avoid the phrase "passive investing"? Dan Caps, portfolio manager at Evelyn Partners, argues that modern index investing is anything but passive. From factor exposures and asset allocation to tactical implementation and disciplined rebalancing, today's portfolios are far more nuanced than many investors realise. In this episode of Asset Allocator, we explore how index investing has evolved, where managers can still add value and why the future may belong to portfolios that blend active and index approaches. Timestamps 00:00 - Introduction and what do we call index investing? 06:17 - Asset Allocation & Market Performance 10:33 - Rebalancing & Market Volatility 15:25 - Client Cost & Index Solutions 20:03 - Index Concentration Risks The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    Is Passive Investing still passive?

  8. 6月25日

    Two shocks, one boom, and an investment multiverse

    AI boom or bubble? Emerging markets comeback? And what do geopolitical shocks mean for investors in 2026? In this episode of the Asset Allocator podcast, FT Adviser editor Simoney Kyriakou sits down with Joe Little, Chief Strategist at HSBC Asset Management, to unpack the forces reshaping global markets. From geopolitical tensions and commodity volatility to China's manufacturing resurgence and the AI investment frenzy, Joe discusses whether AI stocks are entering bubble territory, why inflation may remain "spiky", and why investors may need to look beyond developed markets for future returns. Click here for more investment insights from HSBC Asset Management: Investment Insights | HSBC Asset Management Timestamps 00:00 - Update on markets 00:30 - Economic Shocks & Inflation 04:42 - The AI Boom: Market Impact 09:27 - Emerging & Frontier Markets The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

    Two shocks, one boom, and an investment multiverse
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番組について

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 a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.

情報

  • クリエイター
    Asset Allocator
  • 配信期間
    21年 - 26年
  • エピソード
    176
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © bf7857c0-0e46-11f0-be0f-e9beb78de48c
  • 番組のWebサイト
    Asset Allocator

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