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)

It cuts both ways

It cuts both ways

This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Burns, managing partner for investment management at Evelyn Par...

1 Syys 202219min

How green was my portfolio

How green was my portfolio

Many DFMs are launching ESG model portfolios and Charles Stanley has been one of those, having launched its responsible portfolios in April. They are managed by investment director Jane Bransgrove, wh...

4 Elo 202227min

That's not your style

That's not your style

This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by John Husselbee, head of multi-asset at Liontrust.They discuss the dan...

21 Heinä 202225min

Underweight of the world

Underweight of the world

This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Penny, chief investment officer at TAM Asset Management.They di...

7 Heinä 202223min

The bonds that tie

The bonds that tie

One of the biggest questions on the minds of asset allocators at the moment is around the role of bonds in portfolios. It has been a rocky period but from an income perspective, yields have risen.This...

23 Kesä 202224min

Return to growth

Return to growth

On this week's edition of the Asset Allocator Podcast, Ben Gutteridge, director of Invesco's model portfolio service, joins us to discuss why he thinks we have reached peak inflation and why he is opt...

9 Kesä 202223min

No way home

No way home

This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor of Investors Chronicle, are joined by M&G Wealth's chief investment officer Shanti Kelemen.They discuss wh...

26 Touko 202220min

Keeping it real

Keeping it real

This week Asset Allocator contributor David Thorpe is joined by James Mee, co-head of multi-asset strategies at Waverton.They why James thinks commodity price rises may become "demand destructive", wh...

12 Touko 202216min

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