What really drives returns?
This week David Thorpe and Joseph Wilkins are joined by James Saunders, head of portfolio management at Tatton Investment Management.They discuss his principles for selecting a fund, how he mitigates ...
26 Sep 202421min
An emerging opportunity
This week we are joined by Ryan Hughes, investment director at AJ Bell, to discuss whether the recent volatility seen in markets is likely to be a permanent feature.He also discusses with David Thorpe...
19 Sep 202419min
Going in cycles
The debate of where we sit in the growth vs value cycle and the cyclical vs defensive cycle is often a hotly contested one.This week Joseph Wilkins and David Thorpe are joined by Ryan Paterson, portfo...
12 Sep 202417min
All things being equal
The Asset Allocator Podcast is back from its summer break and this week David Thorpe and Joseph Wilkins are joined by Damian Fantato, acting editor of Asset Allocator, while Dave Baxter goes on holida...
5 Sep 202418min
What's the risk?
As markets take a pause for breath, we have a chat with Alex Funk, who is newly-installed as head of investments at Portfoliometrix.He chats with Joseph Wilkins and David Thorpe about the MPS solution...
15 Aug 202424min
What does this week's volatility mean for portfolios?
Just when you thought it was safe to go back in the water, market volatility strikes again.This week Joseph Wilkins and Dave Baxter are joined by Freddy Colquhoun, investment director at JM Finn, to d...
8 Aug 202425min
The future's bright, the future's managed
Many of the discussions which are held about portfolios at the moment centre around macro questions.This week David Thorpe and Joseph Wilkins are joined by Ernst Knacke, head of investment research at...
1 Aug 202419min
Can you beat the house?
Some investors might wonder what the point is of trying to outperform the US market when simply buying an S&P 500 tracker has delivered pretty substantial returns.But this week David Thorpe, Dave Baxt...
25 Jul 202424min
