Asset Allocator

Asset Allocator

Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.


Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here.

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Episoder(181)

Is 3% the new 2% when it comes to the UK’s inflation target?

Is 3% the new 2% when it comes to the UK’s inflation target?

On this week's Asset Allocator, Simoney Kyriakou is joined by Joe Little, chief strategist at HSBC Asset Management, to discuss the diverging opinion between economists and investors over the repercus...

28 Mai 18min

Achieving diversification in an age of uncertainty

Achieving diversification in an age of uncertainty

There is still a free lunch in diversification, but investors just need to look a bit harder for it and reframe what that means, says David Aujila, multi-asset fund manager at Invesco. Aujla discusses...

21 Mai 22min

Why income portfolios remain relevant in 2026

Why income portfolios remain relevant in 2026

James Mee, co‑head of multi‑asset and director at W1M, joins funds reporter Aamina Zafar and contributing editor David Thorpe to discuss the latest developments in markets, and why income portfolios r...

14 Mai 23min

Why active fund management still has a role to play in portfolios

Why active fund management still has a role to play in portfolios

Cranley Macfarlane, head of bespoke private clients and deputy chief investment officer at Church House Investment Management, discusses how client needs are shifting, the use of in-house funds, and w...

7 Mai 20min

Diversification is not a free lunch for investors

Diversification is not a free lunch for investors

Industry veteran Dan Kemp, founder of Portfolio Thinking, discusses the challenges of diversification on the latest edition of the Asset Allocator podcast.The Asset Allocator Podcast discusses the big...

30 Apr 21min

Inflation protection a major priority for Pictet’s multi-asset boss

Inflation protection a major priority for Pictet’s multi-asset boss

Focused fixed income portfolios and European nominal bonds are important building blocks of Pictet’s investment strategy to beat inflation, says Shaniel Ramjee, co-head of multi-asset investments at P...

23 Apr 20min

Quilter WealthSelect boss: What 20 years in the MPS market has taught me

Quilter WealthSelect boss: What 20 years in the MPS market has taught me

Stuart Clark, who jointly runs the WealthSelect range of model portfolios at Quilter, discusses markets and the lessons he has learned along the way with funds reporter Aamina Zafar and contributing e...

16 Apr 31min

RBC Brewin Dolphin: We have moved away from the 60/40 portfolio

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

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