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 Apr 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 Apr 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 Apr 31min
RBC Brewin Dolphin: We have moved away from the 60/40 portfolio
David Hood, head of investment solutions at RBC Brewin Dolphin, discusses the traditional asset allocation approach and how his firm tries to do it differently, with contributing editor David Thorpe, ...
9 Apr 16min
Why Isio have no government bonds in their MPS
At a time when most investors are chasing the next shiny thing, Isio portfolio manager Daniel Nielsen is dusting off an old classic and bringing asset-backed securities back into the conversation, wit...
2 Apr 21min
Why there are no safe havens left
David Coombs, head of multi-asset at Rathbones, discusses the ongoing market turbulence and the search for safe havens with Asset Allocator contributing editor David Thorpe and FT Adviser chief report...
26 Mar 18min
How Fidelity think about risk in their new MPS
Caroline Shaw, who jointly runs the new model portfolio range at Fidelity, discusses how she hopes to stand out in a crowded market, and how she thinks about risk management at a time of elevated vola...
19 Mar 33min
Govt bonds ‘still the best safe haven and store of capital’
James Klempster, Liontrust's deputy head of multi-asset, discusses portfolio construction at a time of severe market strife with FT Adviser's Tara O'Connor and Asset Allocator's contributing editor Da...
12 Mar 16min
