All things being equal
The Asset Allocator Podcast is back from its summer break and this week David Thorpe and Joseph Wilkins are joined by Damian Fantato, acting editor of Asset Allocator, while Dave Baxter goes on holida...
5 Sep 202418min
What's the risk?
As markets take a pause for breath, we have a chat with Alex Funk, who is newly-installed as head of investments at Portfoliometrix.He chats with Joseph Wilkins and David Thorpe about the MPS solution...
15 Aug 202424min
What does this week's volatility mean for portfolios?
Just when you thought it was safe to go back in the water, market volatility strikes again.This week Joseph Wilkins and Dave Baxter are joined by Freddy Colquhoun, investment director at JM Finn, to d...
8 Aug 202425min
The future's bright, the future's managed
Many of the discussions which are held about portfolios at the moment centre around macro questions.This week David Thorpe and Joseph Wilkins are joined by Ernst Knacke, head of investment research at...
1 Aug 202419min
Can you beat the house?
Some investors might wonder what the point is of trying to outperform the US market when simply buying an S&P 500 tracker has delivered pretty substantial returns.But this week David Thorpe, Dave Baxt...
25 Jul 202424min
Reasons to be fearful
The recent success of the so-called magnificent seven stocks has caused plenty of pause for thought so far this year.In the latest edition of the Asset Allocator Podcast, we speak to James Crocker of ...
18 Jul 202426min
Factor tilts, the AI boom and SDR rules
This week Joseph Wilkins and David Thorpe are joined by Jonathan Griffiths, investment product manager at EBI, to discuss the growing use of factor tilts and which ones he particularly keen on at the ...
11 Jul 202418min
'The role of bonds and equities in portfolios has switched'
In this podcast, Asset Allocator chief reporter Joseph Wilkins, contributing editor David Thorpe and Jason Borbora-Sheen talk about the importance of diversification when it comes to fixed income port...
4 Jul 202423min
