The Asset Allocator Podcast Asset Allocator

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.

This week David Thorpe, investment editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat about the trials and tribulations of the absolute return sector, including Abrdn's recent decision to launch a strategic review into the Gars fund.
They then move onto Abrdn's announcement this week to sell its DFM business to LGT and why they found it a bit of a perplexing move.
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 David Thorpe, investment editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Alena Kosava, head of research at AJ Bell, to discuss the challenges of investing for income in the current climate.
They discuss the relative attractiveness of different types of bonds, how Alena views the UK equity market at the moment and whether it is inevitable that taking income from capital gains will become the norm for income-seeking clients.
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 David Thorpe, contributing editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, had a chat about how DFMs have been adjusting their portfolios as an uncertain 2023 gets under way.
They discuss the barbell approach which some DFMs appear to be taking towards fixed income duration, the use of infrastructure and the move away from more niche assets like music royalties.
On the equity side, they discuss the ever-growing popularity of Ninety One Global Environment which was only launched in late 2019 and how the equity income mix might change.
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.

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.

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.