Asset Allocator

Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.


Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here.

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Jaksot(174)

Which US equity funds outperformed in 2024?

Which US equity funds outperformed in 2024?

The Asset Allocator Podcast is back for 2025 and this week David Thorpe, Joseph Wilkins and Dave Baxter kick off the new year by discussing the active US equity funds which managed to outperform the m...

9 Tammi 202524min

What does the future have in store for MPS?

What does the future have in store for MPS?

In the final edition of the Asset Allocator Podcast of 2024, Joseph Wilkins is joined by Darren Ripton, head of investment at Abrdn, and Ben Hammond, managing director of consulting at the Lang Cat, t...

19 Joulu 202422min

What's the outlook for 2025?

What's the outlook for 2025?

As we approach the end of the year, David Thorpe gathers a group of experts to look forward into 2025 in this bumper edition of the podcast which is supported by Artemis.He is joined by Natasha Ebteha...

12 Joulu 202456min

Is the US fiscal deficit about to balloon - and does it even matter?

Is the US fiscal deficit about to balloon - and does it even matter?

The result of the recent US presidential election has given many of us plenty to ponder.This week Dave Baxter, Joseph Wilkins and David Thorpe get together to discuss what the incoming Trump administr...

5 Joulu 202420min

Budget changes to Aim markets was 'not woeful'

Budget changes to Aim markets was 'not woeful'

Unusually for the folk at City Asset Management, the team made a change to the Aim portfolios ahead of the first Budget by chancellor Rachel Reeves. In this podcast, supported by Artemis, Joseph Wilki...

28 Marras 202423min

Is there still value in US equities?

Is there still value in US equities?

The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Se...

21 Marras 202421min

What could a Trump presidency mean for portfolios?

What could a Trump presidency mean for portfolios?

This week Joseph Wilkins and Dave Baxter are joined by Stuart Clark, who runs the Quilter Wealthselect portfolios.They discuss what a Trump presidency might mean and what parallels can be drawn betwee...

14 Marras 202430min

What's the outlook for UK equities?

What's the outlook for UK equities?

The outlook for the UK economy is a topic that has consumed endless column inches – particularly in the wake of last week's Budget.On this week's podcast, which is sponsored by Artemis, we are joined ...

7 Marras 202433min

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