The concentration conundrum
This week Justin Onuekwusi, head of retail investments at Legal & General Investment Management, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about why he's so concerned about ...
17 Feb 202227min
Going in and out of style
This week Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, has a chat with Asset Allocator writers David Thorpe and Dave Baxter about some of the issues facing investors...
3 Feb 202225min
Challenging the bond bears
In the first edition of 2022 Dan Kemp, chief investment officer at Morningstar Investment Management, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about bonds - why they have s...
19 Jan 202237min
Capacity, liquidity, and due diligence
Independent fund expert Simon Evan-Cook discusses the major fund capacity and liquidity issues of the moment, and gives his thoughts on the fluctuating fortunes of asset management boutiques.The Asset...
11 Nov 202121min
What role are alternatives playing in portfolios in 2021?
Punter Southall Wealth chief investment officer Tom Becket talks to Asset Allocator’s Dan Jones about all things alternatives – from hedge funds to real assets and beyond – and discusses the extent to...
7 Okt 202124min
How the ESG era is changing fund buy-lists
Sophie Kennedy, joint chief executive of EQ Investors, talks to Asset Allocator about issues in ESG fund selection, established vs new asset managers, and the impact of minimum sustainability standard...
16 Sep 202124min
DFMs' model portfolios uncovered
This week, Asset Allocator editor Dan Jones and deputy editor David Baxter use exclusive data to examine accusations of home bias in balanced portfolios, and look at some of the emerging quirks of ESG...
24 Jun 202119min
How big a threat is inflation to portfolios?
This week Ben Seager-Scott, head of multi-asset funds at Tilney, joins Dan and David to talk to Asset Allocator about inflationary risks and false dawns, regional equity allocations, and diversity in ...
10 Jun 202134min
