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)

How Premier Miton's new MPS head runs his portfolios

How Premier Miton's new MPS head runs his portfolios

Chris Robinson joined Premier Miton over the summer to run the company's new MPS.This week he catches up with David Thorpe and Joseph Wilkins to discuss this approach to picking funds, what he looks f...

31 Loka 202419min

What to make of the China stimulus

What to make of the China stimulus

The Chinese government's sudden U-turn on fiscal stimulus has got a lot of heads scratching recently - including among those who debate the future prospects of the country's economy.This week David Th...

24 Loka 202429min

Will cost disclosure rule changes spur interest in investment trusts?

Will cost disclosure rule changes spur interest in investment trusts?

News that the regulator will be changing cost disclosure rules has been welcomed as a lifeline by the investment trust sector.But will it be the silver bullet some claim? This week David Thorpe, Josep...

17 Loka 202419min

How will China's stimulus affect the rest of the world?

How will China's stimulus affect the rest of the world?

This week David Thorpe and Joseph Wilkins are joined by Chris Metcalfe, chief investment officer at Iboss, to discuss the impact of China's economic stimulus on Europe and other regions.They also disc...

10 Loka 202424min

How sustainable are sustainable portfolios?

How sustainable are sustainable portfolios?

This week Dave Baxter, Joseph Wilkins and David Thorpe discuss the malaise which is affecting the world of sustainable portfolios and what that means for the sector.They also discuss the slow start to...

3 Loka 202422min

What really drives returns?

What really drives returns?

This week David Thorpe and Joseph Wilkins are joined by James Saunders, head of portfolio management at Tatton Investment Management.They discuss his principles for selecting a fund, how he mitigates ...

26 Syys 202421min

An emerging opportunity

An emerging opportunity

This week we are joined by Ryan Hughes, investment director at AJ Bell, to discuss whether the recent volatility seen in markets is likely to be a permanent feature.He also discusses with David Thorpe...

19 Syys 202419min

Going in cycles

Going in cycles

The debate of where we sit in the growth vs value cycle and the cyclical vs defensive cycle is often a hotly contested one.This week Joseph Wilkins and David Thorpe are joined by Ryan Paterson, portfo...

12 Syys 202417min

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