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
What 7IM means by rules-based investing
Shanti Kelemen, co-CIO of 7IM, discusses how her firm uses rules-based investing when creating portfolios and how those rules evolve in different market conditions.The Asset Allocator Podcast discusse...
5 Mar 17min
Volatility means active management now increasingly attractive in US
Alex Harvey, senior portfolio manager at Momentum Global Investment Management, discusses the changing nature of allocations to US equities, his views on gold and alternative assets, and more, in the ...
26 Feb 20min
Why One Four Nine Group has cut its equity exposure by 5%
Bevan Blair, chief investment officer at One Four Nine Group discusses his recent decision to reduce the equity exposure across all client portfolios, why gold is not an investible asset class, and wh...
24 Feb 17min
