The Asset Allocator Podcast

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 FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.

  1. Which is the last cheap equity market in the world?

    18시간 전

    Which is the last cheap equity market in the world?

    The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with Chelsea Financial Services managing director Darius McDermott, who reveals the market he thinks is the only cheap one left. Hosted on Acast. See acast.com/privacy for more information.

    20분

  2. 9월 10일

    Inside Quilter's passive alternatives strategy

    Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining alternatives exposure, the role of derivatives in asset allocation and where they are finding opportunities during the present volatile market conditions. Hosted on Acast. See acast.com/privacy for more information.

    20분
  3. Why boutique fund managers represent a compelling opportunity

    9월 4일

    Why boutique fund managers represent a compelling opportunity

    Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to discuss why he prefers investing into mandates run by boutique fund houses, rather than with industry giants. He also discusses the changing nature of wealth management and the focus on pre-set rules, such as the requirements many investors have that a fund must have a three-year track record before they can own it. Hosted on Acast. See acast.com/privacy for more information.

    16분
  4. Why this allocator is 30% underweight to the US

    7월 31일

    Why this allocator is 30% underweight to the US

    Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why.  That is less than half the weighting of the US market in the global benchmark, and he admits it leaves many "aghast". He also reveals the role cash and bonds play in his portfolios at a time of heightened market stress. Hosted on Acast. See acast.com/privacy for more information.

    25분
  5. What is the best way to buy an index fund?

    7월 24일

    What is the best way to buy an index fund?

    Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to consider when choosing index funds, ranging from cost to tracking error. He also revealed what he looks for when choosing actively managed funds, and the sell discipline he deploys when a fund is not meeting expectations. Hosted on Acast. See acast.com/privacy for more information.

    31분
  6. Is active management reaching a turning point?

    7월 17일

    Is active management reaching a turning point?

    The market turbulence of this year could mean actively managed funds come back into fashion, says David Aujla, multi-asset portfolio manager at Invesco, on the latest edition of the Asset Allocator podcast.  Aujla says that for many years an investor who simply owned a US equity tracker fund would have achieved good returns, but in his view the dominance of the magnificent seven group of stocks means diversification is an issue for passive investors.  He also discusses his exposure to smaller companies, and to fixed income assets.   Hosted on Acast. See acast.com/privacy for more information.

    24분
  7. Why 7IM sold out of healthcare

    7월 10일

    Why 7IM sold out of healthcare

    This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which themes they are backing now. They also discuss how he’s approaching dollar weakness and what UK banking stocks can tell us about crypto as an investment. Hosted on Acast. See acast.com/privacy for more information.

    25분
  8. Can anything stop the S&P 500 from going up?

    7월 3일

    Can anything stop the S&P 500 from going up?

    Despite what may seem like Donald Trump’s best attempts, the S&P 500 continues to rise ever upwards. This week Dave Baxter and Joseph Wilkins talk to Ernst Knacke, head of investment research at Shard Capital, about whether it’s continued rise is justified or whether the markets are missing something. The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions. To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.

    23분
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소개

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 FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.

정보

  • 제작진
    Asset Allocator
  • 방송 연도
    2021년 - 2025년
  • 에피소드
    134
  • 등급
    전체 연령 사용가
  • 저작권
    © bf7857c0-0e46-11f0-be0f-e9beb78de48c
  • 웹사이트 보기
    The Asset Allocator Podcast

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