New year brings 'major reset' for bond investing
In this first edition of the Asset Allocator Podcast of 2024, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Jason Day, senior investment manager at Abrdn.They discuss ho...
11 Jan 202418min
Investing home for Christmas
As the year draws to a close, Dave Baxter, David Thorpe and Joseph Wilkins gather around a microphone with some mince pies to discuss a recent report into the fastest growing DFMs and the UK equity fu...
14 Des 202325min
Rise of the machines?
At the start of 2023 it seemed rising interest rates were putting an end to the golden era of tech stocks, but these companies have actually surged with the Nasdaq up 47 per cent so far this year fuel...
30 Nov 202331min
Cautiously does it
This week David Thorpe and Dave Baxter are joined by contributor Joseph Wilkins. They discuss the shifts in allocation seen in cautious portfolios in recent months, with equities down and fixed income...
16 Nov 202313min
China in your hands
This week David Thorpe is joined by Haig Bathgate, head of investments at Atomos, to discuss why he's so positive on China at the moment and the potential impacts of the geopolitical tensions between ...
2 Nov 202318min
East is for income
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, discuss the most popular funds held in income portfolios.They look at the UK ...
19 Okt 202316min
Is the 60/40 portfolio back?
This week David Thorpe, contributing editor at Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Roger Aliaga-Diaz, global head of portfolio construction at Van...
5 Okt 202320min
Positive thinking
Asset Allocator has recently started gathering and analysing DFM sentiment to different asset classes. In this week's edition of the podcast David Thorpe, contributing editor of Asset Allocator, and D...
21 Sep 202317min
