Don't leave me this way
This year has so far been dominated by two-high profile examples of the rule at play: Ben Whitmore’s forthcoming departure from Jupiter, and Mike Riddell’s more abrupt exit from Allianz.Plus Peter Rut...
27 Jun 202423min
Staying on theme with global equities
Many investors focus on the ups and downs of particular countries and regions, but in a globalised world themes are becoming an increasingly important factor in allocation.This week, while David Thorp...
20 Jun 202418min
On the money market
One of the challenges faced by investment managers lately has been the relative attractiveness of money market funds, given the current macro environment.This week David Thorpe and Joseph Wilkins are ...
13 Jun 202421min
The challenge of building portfolios for retirement
One of the long-running trends in the world of portfolio management has been the gradual fall in average allocations to UK equities.In this week's edition of the podcast, which is sponsored by Artemis...
6 Jun 202419min
Good alpha is so hard to find
The pros and cons of paying an active manager to hunt down outperformance are often hotly debated, and this week we join in.In the latest edition of the Asset Allocator Podcast, Dave Baxter, Joseph Wi...
30 Mai 202430min
How the high yield bond market is changing
Bonds have been a very eventful place to be over the past 12 months or so and on this week's podcast, which is supported by Artemis, we have a chat with David Ennett, manager of Artemis High Income an...
23 Mai 202426min
How a Swedish wealth manager tailored its MPS to UK investors
One of the latest entrants to the portfolio management market in the UK has been Soderberg & Partners, the Swedish wealth manager which has already bought up several firms. This week Joseph Wilkins an...
16 Mai 202419min
Is inflation's stickiness something to worry about?
This week we catch up with Ben Seager-Scott, the newly-installed chief investment officer at Mazars. In this week's edition of the podcast, which is supported by Artemis, he has a chat with Joseph Wil...
9 Mai 202429min
