The Asset Allocator Podcast

The Asset Allocator Podcast

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(161)

Resurgence of strategic bond funds "not surprising"

Resurgence of strategic bond funds "not surprising"

On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset investor at Invesco, to discuss the late...

9 Loka 202519min

How the Schroders multi-asset team is reacting to dollar weakness

How the Schroders multi-asset team is reacting to dollar weakness

This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to discuss how her team have reacted to the relati...

2 Loka 202516min

Why earnings growth justifies US tech stock outperformance

Why earnings growth justifies US tech stock outperformance

Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US equities may deserve another look.The Ass...

25 Syys 202517min

Which is the last cheap equity market in the world?

Which is the last cheap equity market in the world?

The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with Chelsea Financial Services managing direct...

17 Syys 202520min

Inside Quilter's passive alternatives strategy

Inside Quilter's passive alternatives strategy

Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining alternatives exposure, the role of derivativ...

10 Syys 202519min

Why boutique fund managers represent a compelling opportunity

Why boutique fund managers represent a compelling opportunity

Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to discuss why he prefers investing into mand...

4 Syys 202515min

Why this allocator is 30% underweight to the US

Why this allocator is 30% underweight to the US

Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why. That is less than hal...

31 Heinä 202525min

What is the best way to buy an index fund?

What is the best way to buy an index fund?

Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to consider when choosing index funds, ranging ...

24 Heinä 202530min

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