15 episodes

Every few weeks the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how DFMs 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 newsletter, visit accounts.ftadviser.com/assetallocator.

See acast.com/privacy for privacy and opt-out information.

The Asset Allocator Podcast Asset Allocator

    • Business

Every few weeks the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how DFMs 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 newsletter, visit accounts.ftadviser.com/assetallocator.

See acast.com/privacy for privacy and opt-out information.

    Keeping it real

    Keeping it real

    This week Asset Allocator contributor David Thorpe is joined by James Mee, co-head of multi-asset strategies at Waverton.
    They why James thinks commodity price rises may become "demand destructive", which could lead to inflation falling. They also discuss other reasons why James thinks there will be a decline in inflation.
    James also explains why he is concerned about sterling appreciating in value, why his allocation to real assets is at the highest level it has ever been at and what he looks for when investing in commodities.
    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.

    See acast.com/privacy for privacy and opt-out information.

    • 16 min
    It's not that easy being green

    It's not that easy being green

    This week Asset Allocator contributor David Thorpe is once again flying solo, as Dave Baxter finds something better to do, but he is joined by Stuart Clark, manager of Quilter's Wealthselect portfolio range.
    Quilter's Wealthselect range has recently expanded to include an ESG version, so David and Stuart discuss the challenges of building an ESG portfolio, how to avoid over-exposed to growth and how he uses thematic funds.
    They also discuss why Stuart was "right for the wrong reasons" when he recently dialled down the equity exposure and increased bond and alternatives exposure in the broader Wealthselect range, and why he is planning to "sit tight" for now rather than make any further changes.
    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.

    See acast.com/privacy for privacy and opt-out information.

    • 14 min
    Gone to look for America

    Gone to look for America

    This week, while Dave Baxter is on holiday, Asset Allocator writer David Thorpe is joined by Chris Metcalfe, co-founder and chief investment officer at Iboss to discuss whether the US is now cheap enough to increase weightings, on the back of sell-offs at the start of 2022.
    They also discuss why Chris has started using absolute return funds again for the first time in several years, the prospects for alternatives such as gold and property, and what the movement of bond yields is telling us about fixed income.
    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.

    See acast.com/privacy for privacy and opt-out information.

    • 15 min
    Not all bonds are created equal

    Not all bonds are created equal

    This week Darius McDermott, adviser to the Chelsea Managed Fund range, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about moving away from government bonds and why some bonds still retain their attraction.
    They also discuss the pros and cons of investing in assets such as music royalties and shipping, and they discuss whether the value rally might last longer than some predict.
    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.

    See acast.com/privacy for privacy and opt-out information.

    • 19 min
    Cash in the attic

    Cash in the attic

    This week David Coombs, head of multi-asset investments at Rathbones, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about the larger-than-average cash holdings his portfolios have tended to have and how it is part of his approach to managing risk.
    They also discuss his decision last year to reduce his exposure to technology, why he is investing in agriculture, and how inflation is making it a tricky time to enter the commodity market.
    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.

    See acast.com/privacy for privacy and opt-out information.

    • 26 min
    Risky business

    Risky business

    This week Amy Lazenby, managing director of Close Brother's discretionary management service, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about how she is managing risk in 2022.
    They also discuss whether the rotation to value might last, the possibilities of a monetary policy error and why she is using alternative investments. They also chat about how to be defensive in 2022, given the problems fixed income has faced so far this year.
    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.

    See acast.com/privacy for privacy and opt-out information.

    • 17 min

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