Is active management making a comeback?
Andrew Spence, founder of Aspen Advisers, discusses the perils of concentration risk in equity portfolios and the options for achieving diversification, with chief reporter Joseph Wilkins and contribu...
12 Helmi 17min
How Canaccord Wealth are allocating to profit from dollar weakness
Richard Champion, co-chief investment officer at Canaccord Wealth, joins Asset Allocator contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss the firm's exposure to assets tha...
5 Helmi 16min
Assets to own to protect against a Trump-induced market shock
Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, discusses the options for investors looking for diversification in an era of frequent market shocks, with Asset Allocator ch...
29 Tammi 18min
How to diversify US equity exposure in the age of Trump
The latest guest on the Asset Allocator podcast is Ben Yaearsley of Fairview Consulting, who joined Contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss diversification within...
21 Tammi 21min
The biggest question impacting portfolios in 2026
Supply shocks from the adoption of AI and as a result of increasingly isolationist trade policies mean markets could be at risk from heightened inflation and volatility, and create uncertainty around ...
8 Tammi 19min
Resilience needed to attract clients to sustainable funds
EQ Investors' head of impact investing Damien Lardoux discusses the evolution of the sustainable investment market with Asset Allocator.The Asset Allocator Podcast discusses the big issues in UK fund ...
11 Joulu 202522min
Ability to pass on tariff costs becoming limited for US companies
US businesses have to date been able to protect their margins and pass on any costs as a result of tariffs, but data indicates this could be coming to an end, according to Peter Dalgliesh, chief inves...
4 Joulu 202520min
Why JM Finn expects muted bond market response to Budget
On the latest edition of the Asset Allocator podcast, Jon Cunliffe of JM Finn discusses the implications of the forthcoming UK Budget and how he sees wider markets, with Asset Allocator chief reporter...
25 Marras 202516min
