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
Diversification is not a free lunch for investors
Industry veteran Dan Kemp, founder of Portfolio Thinking, discusses the challenges of diversification on the latest edition of the Asset Allocator podcast.The Asset Allocator Podcast discusses the big...
30 Huhti 21min
Inflation protection a major priority for Pictet’s multi-asset boss
Focused fixed income portfolios and European nominal bonds are important building blocks of Pictet’s investment strategy to beat inflation, says Shaniel Ramjee, co-head of multi-asset investments at P...
23 Huhti 20min
Quilter WealthSelect boss: What 20 years in the MPS market has taught me
Stuart Clark, who jointly runs the WealthSelect range of model portfolios at Quilter, discusses markets and the lessons he has learned along the way with funds reporter Aamina Zafar and contributing e...
16 Huhti 31min
