Which US equity funds outperformed in 2024?
The Asset Allocator Podcast is back for 2025 and this week David Thorpe, Joseph Wilkins and Dave Baxter kick off the new year by discussing the active US equity funds which managed to outperform the m...
9 Jan 202524min
What does the future have in store for MPS?
In the final edition of the Asset Allocator Podcast of 2024, Joseph Wilkins is joined by Darren Ripton, head of investment at Abrdn, and Ben Hammond, managing director of consulting at the Lang Cat, t...
19 Des 202422min
What's the outlook for 2025?
As we approach the end of the year, David Thorpe gathers a group of experts to look forward into 2025 in this bumper edition of the podcast which is supported by Artemis.He is joined by Natasha Ebteha...
12 Des 202456min
Is the US fiscal deficit about to balloon - and does it even matter?
The result of the recent US presidential election has given many of us plenty to ponder.This week Dave Baxter, Joseph Wilkins and David Thorpe get together to discuss what the incoming Trump administr...
5 Des 202420min
Budget changes to Aim markets was 'not woeful'
Unusually for the folk at City Asset Management, the team made a change to the Aim portfolios ahead of the first Budget by chancellor Rachel Reeves. In this podcast, supported by Artemis, Joseph Wilki...
28 Nov 202423min
Is there still value in US equities?
The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Se...
21 Nov 202421min
What could a Trump presidency mean for portfolios?
This week Joseph Wilkins and Dave Baxter are joined by Stuart Clark, who runs the Quilter Wealthselect portfolios.They discuss what a Trump presidency might mean and what parallels can be drawn betwee...
14 Nov 202430min
What's the outlook for UK equities?
The outlook for the UK economy is a topic that has consumed endless column inches – particularly in the wake of last week's Budget.On this week's podcast, which is sponsored by Artemis, we are joined ...
7 Nov 202433min
