US market is diversification target for EBI
Jonathan Griffiths, head of investment at EBI, joins the Asset Allocator podcast to discuss his firm's new fund-of-fund range, how he thinks about the role of gold in portfolios, diversification, and ...
20 Nov 202519min
UK equity funds Evelyn Partners are sticking with
Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut.Speaking with A...
13 Nov 202522min
Diversification in an age of uncertainty
The level and nature of risk in markets means diversification must happen within asset classes, not just between them, according to Richard Philbin, an asset allocator at Hawksmoor.Speaking with Asset...
12 Nov 202526min
Why Tatton are underweight US equities and overweight Japan
Olivia Geldenhuys, head of investment specialists at Tatton, discusses the firm's equity exposure in the latest episode of the Asset Allocator podcast, hosted by chief reporter Jospeh Wilkins, with co...
30 Okt 202522min
Why reducing Japanese equity exposure now is sensible portfolio management
Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and revealed that he has recently taken profits on a...
23 Okt 202522min
Resurgence of strategic bond funds "not surprising"
On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset investor at Invesco, to discuss the late...
9 Okt 202519min
How the Schroders multi-asset team is reacting to dollar weakness
This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to discuss how her team have reacted to the relati...
2 Okt 202516min
Why earnings growth justifies US tech stock outperformance
Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US equities may deserve another look.The Ass...
25 Sep 202517min
