31 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.

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

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

    Home comforts

    Home comforts

    Investors haven't been able to ditch UK equities fast enough, with billions of outflows from these funds during 2022. But that stands in contrast to the recent performance of the FTSE 100, which has approached record highs.
    So how can this circle be squared? To find out, we had a chat with Fahad Kamal, chief investment officer at Kleinwort Hambros, and Georgina Taylor, head of multi-asset at Invesco.
    They discuss whether valuations are particularly attractive at the moment, whether the cyclicality of the FTSE 100 is a positive and the pros and cons of equity income funds.
    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.

    • 21 min
    New year, same conundrums

    New year, same conundrums

    This week David Thorpe, contributing editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, reflect on 2022 and look ahead to 2023.
    They discuss how income investors fared better than others during 2022, the trend among DFMs away from using strategic bond funds, and they reflect on last year's rotation from growth to value investing, and how it might pan out in the coming 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.


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

    • 31 min
    New year resolutions

    New year resolutions

    After an eventful year, Alex Funk, chief investment officer at Schroders Investment Solutions, joins David Thorpe, contributing editor at FTAdviser, and Dave Baxter, funds editor at the Investors' Chronicle, to reflect on 2022.
    They discuss where Alex looked to find protection during the year's market turmoil, the outlook for 2023 and the challenges of trying to time a "the most forecasted recession ever".
    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.

    • 18 min
    Quality Street

    Quality Street

    This week David Thorpe, contributing editor of FTAdviser, and Dave Baxter, funds editor of the Investors' Chronicle, are joined by Fahad Hassan, chief investment officer of Albermarle Street Partners.
    They discuss the ongoing risks within equities and why he has sold out of multi-asset style funds. Fahad also explains why he's considering high-yield bonds and he weighs up the pros and cons of these assets versus emerging market debt.
    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.

    • 19 min
    Currency conversion

    Currency conversion

    This week Jason Day, senior investment manager at Abrdn, joins Dave Baxter, funds editor at the Investors' Chronicle, and David Thorpe, contributing editor at FTAdviser, to discuss his approach to currency hedging amid the recent volatility in markets.
    They also discuss why he likes the "Jurassic Park" nature of UK equities, his use of trackers and how he has shaken up his alternatives holdings recently.
    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.

    • 21 min
    Hard landing

    Hard landing

    This week David Thorpe, contributing editor of Asset Allocator is joined by Will Thompson, portfolio manager at Pacific Asset Management, while Dave Baxter is off on his holidays somewhere more exciting than the Asset Allocator podcast studio.
    Thompson tells us why and how he's preparing for a hard landing, how he's thinking of adjusting his bond holdings as we reach an interest rate "tipping point" and whether fixed income will continue to play an important role as ballast in portfolios given its volatility.
    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.

    • 16 min

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