Fund management's got talent
This week Asset Allocator acting editor Damian Fantato has a chat with funds correspondent Joseph Wilkins and contributing editor David Thorpe about Tam Asset Management's seed funding of future fund ...
28 Mar 202419min
Why emerging markets are no longer the factories of the world
Investing in emerging markets was once seen as a commodity play but on this week's podcast, which is supported by Artemis, we have a chat with Raheel Altaf, who runs the Artemis SmartGarp Global Emerg...
21 Mar 202419min
"Therein lies the risk": investing in a manager-led boutique
When high profile fund managers leave big companies to set up on their own, it is often assumed the assets will follow them almost automatically.But this week Joseph Wilkins and David Thorpe have a ch...
14 Mar 202426min
An emerging dilemma
The debate around China versus India has been a biggest party in town lately, as far as emerging markets are concerned.This week Joseph Wilkins and David Thorpe are joined by Will Bartleet, chief inve...
7 Mar 202417min
Unpicking the China versus India conundrum
One of the topics of debate in recent months has been the long-term investment case for China versus India.This week Dave Baxter, funds editor on the Investors Chronicle, Asset Allocator funds reporte...
29 Feb 202416min
What is going on with the US economy?
What with the strong performance of the US market driven by a handful of tech stocks and the looming presidential election, it might feel at times that the US is never far from the news.So on this wee...
22 Feb 202423min
Taking the risk on US equities
There has been a lot of talk about concentration risk and the rise of the Magnificent Seven stocks but this week we talk to Richard Philbin, chief investment officer for investment solutions at Hawksm...
15 Feb 202419min
What's the investment case for US equities?
US equities did very well during 2023 which means valuations are now high. This raised the question of what the investment case might be for investing in stocks which might be overvalued.In this editi...
8 Feb 202420min
