How should investors position portfolios as geopolitical tensions reshape markets?
In this episode of Asset Allocator, Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have long-lasting consequences for global market...
30 Heinä 18min
Why gold isn't acting like gold and why the AI boom might become a bubble
Gold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next?FT Adviser Editor-in-Chief Simoney Kyriakou is joined by Joe Little, Chief Strategist at H...
23 Heinä 19min
The momentum behind the AI trade may be breaking down
Recent activity suggests markets are reconsidering their approach to AI-themed companies, but what's going on exactly? To answer, David Combs, head of multi-asset at Rathbones Asset Management joins A...
16 Heinä 27min
How to build more resilient portfolios
With fresh opportunities emerging across equities, fixed income, and alternative assets, where should investors be focusing?That's the question Asset Allocator's Aamina Zafar and David Thorpe put to E...
9 Heinä 23min
Is Passive Investing still passive?
Why do professional investors increasingly avoid the phrase "passive investing"?Dan Caps, portfolio manager at Evelyn Partners, argues that modern index investing is anything but passive. From factor ...
2 Heinä 24min
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
