Why is Fundsmith Equity still so popular?
The start of the year sees the publication of the traditional letter from Terry Smith, manager of Fundsmith Equity - the biggest fund in the UK retail market and one of the most popular in the Asset A...
1 Feb 202419min
The challenges facing fixed income
The world of fixed income investing has been in flux for several years due to a succession of events including the 2022 "mini" Budget, rising interest rates to tackle spiralling inflation and wider po...
25 Jan 202428min
Where do allocators stand on the value vs growth debate?
James Penny, chief investment officer at Tam Asset Management, talks to Asset Allocator funds correspondent Joe Wilkins and Investors Chronicle's Dave Baxter about market distortions over the past 12 ...
18 Jan 202422min
New year brings 'major reset' for bond investing
In this first edition of the Asset Allocator Podcast of 2024, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Jason Day, senior investment manager at Abrdn.They discuss ho...
11 Jan 202418min
Investing home for Christmas
As the year draws to a close, Dave Baxter, David Thorpe and Joseph Wilkins gather around a microphone with some mince pies to discuss a recent report into the fastest growing DFMs and the UK equity fu...
14 Des 202325min
Rise of the machines?
At the start of 2023 it seemed rising interest rates were putting an end to the golden era of tech stocks, but these companies have actually surged with the Nasdaq up 47 per cent so far this year fuel...
30 Nov 202331min
Cautiously does it
This week David Thorpe and Dave Baxter are joined by contributor Joseph Wilkins. They discuss the shifts in allocation seen in cautious portfolios in recent months, with equities down and fixed income...
16 Nov 202313min
China in your hands
This week David Thorpe is joined by Haig Bathgate, head of investments at Atomos, to discuss why he's so positive on China at the moment and the potential impacts of the geopolitical tensions between ...
2 Nov 202318min
