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
Which is the last cheap equity market in the world?
The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with Chelsea Financial Services managing direct...
17 Sep 202520min
Inside Quilter's passive alternatives strategy
Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining alternatives exposure, the role of derivativ...
10 Sep 202519min
Why boutique fund managers represent a compelling opportunity
Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to discuss why he prefers investing into mand...
4 Sep 202515min
Why this allocator is 30% underweight to the US
Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why. That is less than hal...
31 Jul 202525min
What is the best way to buy an index fund?
Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to consider when choosing index funds, ranging ...
24 Jul 202530min
