Asset Allocator

Supply shocks from the adoption of AI and as a result of increasingly isolationist trade policies mean markets could be at risk from heightened inflation and volatility, and create uncertainty around the correlations between bonds and equities. That is the view of Sophie Huynh, portfolio manager and strategist at BNP Paribas Asset Management; our first guest of the new year on the Asset Allocator...

EQ Investors' head of impact investing Damien Lardoux discusses the evolution of the sustainable investment market with Asset Allocator. 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 information.

US businesses have to date been able to protect their margins and pass on any costs as a result of tariffs, but data indicates this could be coming to an end, according to Peter Dalgliesh, chief investment officer at Parmenion. Speaking with Asset Allocator, Dalgliesh discusses his outlook for markets and inflation amid opaque data sources; his outlook for global equities and fixed income in the y...

On the latest edition of the Asset Allocator podcast, Jon Cunliffe of JM Finn discusses the implications of the forthcoming UK Budget and how he sees wider markets, with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the...

Jonathan Griffiths, head of investment at EBI, joins the Asset Allocator podcast to discuss his firm's new fund-of-fund range, how he thinks about the role of gold in portfolios, diversification, and where he can find value in markets right now. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newslet...

Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut. Speaking with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe, Burns explained the evolution of his UK equity allocation, and also discussed his exposure to emerging markets, the...

The level and nature of risk in markets means diversification must happen within asset classes, not just between them, according to Richard Philbin, an asset allocator at Hawksmoor. Speaking with Asset Allocator podcast hosts Joseph Wilkins and David Thorpe, Philbin says one of the ways he is responding to present market conditions is moving down the market cap scale. Find out more, listen to the...

Olivia Geldenhuys, head of investment specialists at Tatton, discusses the firm's equity exposure in the latest episode of the Asset Allocator podcast, hosted by chief reporter Jospeh Wilkins, with contributing editor David Thorpe. 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 o...

Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and revealed that he has recently taken profits on a number of markets. Robinson discussed his outlook on Japan and the US in particular. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning...

On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset investor at Invesco, to discuss the latest market trends. 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 a...

This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to discuss how her team have reacted to the relative weakness of the dollar in 2025. 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 . Hoste...

Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US equities may deserve another look. 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 mor...

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. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning thei...

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. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth...

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 h...

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 str...

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. The Asset Allocator Po...

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 stoc...

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. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth ma...

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 sel...

This week saw the launch of Shard Capital's 'permanent portfolios' which shun the traditional 60:40 model to create a proposition to protect against major drawdowns that could result from macroeconomic and geopolitical turmoil. Dave Baxter and Joseph Wilkins discuss these portfolios and whether it is possible to create a single solution which rides out every bump. They also discuss whether increas...

Ever since Donald Trump announced he was "reforming" the US approach to trade, the question of whether the American equities and government bonds will continue to hold their pre-eminent position has been hotly debated. This week Joseph Wilkins, David Thorpe and Damian Fantato discuss the extent to which allocators are moving away from the US. They also discuss the state of the wealth management se...

A lot of focus recently has been on the pros and cons of equal-weight exposure but other factors are available, such as minimum volatility, momentum and value. This week David Thorpe and Joseph Wilkins are joined by William Marshall, chief investment officer of Hymans Robertson Investment Services, to discuss why he is keen on factor investing and how he uses it. They also discuss the recent volat...

Typically, fiscal and monetary policy is counter cyclical but in recent years this appears to have changed, most prominently in the US fiscal policy. This is complicating monetary policy and the task of running portfolios. This week David Thorpe and Joseph Wilkins are joined by Peter Dalgliesh, chief investment officer at Parmenion, to discuss how this is affecting his portfolios and how it is aff...

In 2011 the Federal Reserve stopped issuing 30-year bonds to "twist" the maturity profile and reduce the nominal value of US debt. This week we're joined by Henry Cobbe, the founder and head of research at Elston Consulting, who has recently written a white paper calling for a British version of what became known as "operation twist". David Thorpe and Joseph Wilkins discuss how he thinks retail in...