Asset Allocator

Many DFMs are launching ESG model portfolios and Charles Stanley has been one of those, having launched its responsible portfolios in April. They are managed by investment director Jane Bransgrove, who has joined us this week. She has a chat with David Thorpe, contributing editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, to discuss the challenges of understanding wha...

This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by John Husselbee, head of multi-asset at Liontrust. They discuss the danger of fund managers "changing their spots" by adapting their investment style to fit the changing macroeconomic environment, John explains why the portfolios he runs have a higher exposure to Europe...

This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Penny, chief investment officer at TAM Asset Management. They discuss the outlook for the rest of 2022 and why James is sceptical about the idea of a rotation to value, they explore how James has been keeping his portfolios afloat during the past six months and t...

One of the biggest questions on the minds of asset allocators at the moment is around the role of bonds in portfolios. It has been a rocky period but from an income perspective, yields have risen. This week FTAdviser contributing editor David Thorpe and Investors' Chronicle funds editor Dave Baxter are joined by Ninety One's head of multi-asset income John Stopford to discuss the role of bonds in...

On this week's edition of the Asset Allocator Podcast, Ben Gutteridge, director of Invesco's model portfolio service, joins us to discuss why he thinks we have reached peak inflation and why he is optimistic about growth investing. He joins David Thorpe, contributing editor of FTAdviser, and Dave Baxter, funds editor on the Investors Chronicle, to discuss the areas he's looking to move into as a r...

This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor of Investors Chronicle, are joined by M&G Wealth's chief investment officer Shanti Kelemen. They discuss whether the considerable and persistent outflows seen from UK equities in recent years is a reaction to shorter-term market factors or a sign that investors are falling out of love with the idea of...

This week Asset Allocator contributor David Thorpe is joined by James Mee, co-head of multi-asset strategies at Waverton. They why James thinks commodity price rises may become "demand destructive", which could lead to inflation falling. They also discuss other reasons why James thinks there will be a decline in inflation. James also explains why he is concerned about sterling appreciating in valu...

This week Asset Allocator contributor David Thorpe is once again flying solo, as Dave Baxter finds something better to do, but he is joined by Stuart Clark, manager of Quilter's Wealthselect portfolio range. Quilter's Wealthselect range has recently expanded to include an ESG version, so David and Stuart discuss the challenges of building an ESG portfolio, how to avoid over-exposed to growth and h...

This week, while Dave Baxter is on holiday, Asset Allocator writer David Thorpe is joined by Chris Metcalfe, co-founder and chief investment officer at Iboss to discuss whether the US is now cheap enough to increase weightings, on the back of sell-offs at the start of 2022. They also discuss why Chris has started using absolute return funds again for the first time in several years, the prospects...

This week Darius McDermott, adviser to the Chelsea Managed Fund range, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about moving away from government bonds and why some bonds still retain their attraction. They also discuss the pros and cons of investing in assets such as music royalties and shipping, and they discuss whether the value rally might last longer than some...

This week David Coombs, head of multi-asset investments at Rathbones, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about the larger-than-average cash holdings his portfolios have tended to have and how it is part of his approach to managing risk. They also discuss his decision last year to reduce his exposure to technology, why he is investing in agriculture, and how inflat...

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...