Asset Allocator

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 20...

This week Justin Onuekwusi, head of retail investments at Legal & General Investment Management, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about why he's so concerned about concentration risk - in particular the growing influence of a handful of stocks within US equity indices and the growing influence of US equity indices themselves within global markets. They also...

This week Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about some of the issues facing investors in early 2022 - particularly the potential for a sustained style rotation. They discuss the recent outperformance of the value-heavy UK equity market, whether central bankers are going to get the big...

In the first edition of 2022 Dan Kemp, chief investment officer at Morningstar Investment Management, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about bonds - why they have suddenly become so important, the prospect of correlated declines in equity and bond markets and what the large amount of buying means. They also discuss some of the options when it comes to diversifyi...

Independent fund expert Simon Evan-Cook discusses the major fund capacity and liquidity issues of the moment, and gives his thoughts on the fluctuating fortunes of asset management boutiques. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter . Hosted on Acast. See acast.com/privacy for more...

Punter Southall Wealth chief investment officer Tom Becket talks to Asset Allocator’s Dan Jones about all things alternatives – from hedge funds to real assets and beyond – and discusses the extent to which they can help truly diversify portfolios. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the news...

Sophie Kennedy, joint chief executive of EQ Investors, talks to Asset Allocator about issues in ESG fund selection, established vs new asset managers, and the impact of minimum sustainability standards on passive funds. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter . Hosted on Acast. See...

This week, Asset Allocator editor Dan Jones and deputy editor David Baxter use exclusive data to examine accusations of home bias in balanced portfolios, and look at some of the emerging quirks of ESG and thematic fund selection. 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...

This week Ben Seager-Scott, head of multi-asset funds at Tilney, joins Dan and David to talk to Asset Allocator about inflationary risks and false dawns, regional equity allocations, and diversity in the fund management industry. 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...

In the first ever Asset Allocator Podcast, Barclays investment manager Stephen Peters talks to the team about the big value versus growth debate, Mark Barnett's chances of success at his new home with Tellworth Investments, and the potential problems facing sustainable UK equity funds. The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and weal...