Two shocks, one boom, and an investment multiverse
AI boom or bubble? Emerging markets comeback? And what do geopolitical shocks mean for investors in 2026? In this episode of the Asset Allocator podcast, FT Adviser editor Simoney Kyriakou sits down w...
25 Kesä 15min
Lessons of history not always useful in active vs passive debate
Is passive investing making markets more concentrated? Will today's AI winners still exist in a decade? And why might cash be one of the most misunderstood assets in investing?In this episode of Asset...
18 Kesä 26min
Currency hedging the key to protecting clients income
Financial advisers must hedge against currency risk if they want to truly protect their client’s income, explains Jason Da Silva, the director of global investment strategy at Arbuthnot Latham.Discuss...
11 Kesä 31min
Emerging and developed market government bonds have "swapped places"
Bond and equity markets are sending very different signals. While stocks continue to rally on optimism around earnings and AI-driven growth, bond investors are grappling with inflation risks, geopolit...
4 Kesä 27min
Is 3% the new 2% when it comes to the UK’s inflation target?
On this week's Asset Allocator, Simoney Kyriakou is joined by Joe Little, chief strategist at HSBC Asset Management, to discuss the diverging opinion between economists and investors over the repercus...
28 Touko 18min
Achieving diversification in an age of uncertainty
There is still a free lunch in diversification, but investors just need to look a bit harder for it and reframe what that means, says David Aujila, multi-asset fund manager at Invesco. Aujla discusses...
21 Touko 22min
Why income portfolios remain relevant in 2026
James Mee, co‑head of multi‑asset and director at W1M, joins funds reporter Aamina Zafar and contributing editor David Thorpe to discuss the latest developments in markets, and why income portfolios r...
14 Touko 23min
Why active fund management still has a role to play in portfolios
Cranley Macfarlane, head of bespoke private clients and deputy chief investment officer at Church House Investment Management, discusses how client needs are shifting, the use of in-house funds, and w...
7 Touko 20min
