The Asset Allocator Podcast Asset Allocator

UK equities have faced month after month of outflows going back years, but some funds have attracted interest from DFMs during that period and some funds have not.
In this episode, which was recorded live on LinkedIn, David Thorpe, contributing editor on Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat about the funds which fall into those categories.
They also have a chat about US Treasuries, ahead of the looming debt ceiling deadline and how DFMs are getting exposure to them - if at all.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

Hosted on Acast. See acast.com/privacy for more information.

**NEWS** On May 25 at 11am we will be recording a live, interactive edition of the Asset Allocator Podcast on LinkedIn. Sign up here: https://www.linkedin.com/events/7056959728886673409/about/
There is an ongoing debate at the moment between those who are proofing against inflation, and those who are proofing against a recession. Can portfolio managers do both at the same time?
This week Dave Baxter, funds editor on the Investors Chronicle, and David Thorpe, investment editor on FTAdviser, are joined by Olivia Geldenhuys, investment director at Schroder Investment Solutions, to discuss this and whether the 60/40 portfolio is back (if indeed it ever went away).
They also discuss the thorny issue of timing an exit from a fund.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.


Hosted on Acast. See acast.com/privacy for more information.

This week Dave Baxter, funds editor on the Investors' Chronicle, and David Thorpe, investment editor on FTAdviser, have a chat about Asset Allocator's recent coverage of equity income funds and concentration risk.
They then move on to discuss the state of income portfolios more broadly and they discuss the continued outflows from UK equities, and whether the UK market is too focused on dividends over growth.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
**NEWS** On May 25 at 11am we will be recording a live, interactive edition of the Asset Allocator Podcast on LinkedIn. Sign up here: https://www.linkedin.com/events/7056959728886673409/about/

Hosted on Acast. See acast.com/privacy for more information.

Rising inflation has been one of the challenges facing investors over the past year or so. But as this appears to slow, where do we stand?
This week David Thorpe, contributing editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat with Dan James, head of asset management at Charles Stanley, about portfolio construction in inflationary times.
They discuss income, the apparent break down in the correlation between bonds and equities, and the challenges of diversification.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

Hosted on Acast. See acast.com/privacy for more information.

This week Damian Fantato, deputy editor of Asset Allocator, sits in with Dave Baxter off sick. He and David Thorpe have a chat about cash levels in DFM portfolios and how that has changed recently.
They also discuss the fallout of the Silicon Valley Bank collapse, and how some of the most popular US equity funds among DFMs have large exposures to financial stocks.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

Hosted on Acast. See acast.com/privacy for more information.

Speaking to David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor for Asset Allocator's sister title Investors' Chronicle, Lowe said it was important to understand the terminology around sustainability and impact and how it is used. The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.


Hosted on Acast. See acast.com/privacy for more information.