What to make of this week's AI rout?
This week's stock market rout following the emergence of China's DeepSeek has up-ended expectations that stocks like Nvidia would continue powering upwards uninterrupted.This week David Thorpe and Jos...
30 Jan 202525min
Why Gam has such a large exposure to US equities
Gam allocates about a third of its portfolio to US equities which, even in a market where exposure to Wall Street is rising, is a punchy position.This week we are joined by Julian Howard, chief multi-...
23 Jan 202529min
Why is RSMR's Stewart Smith such a big fan of Japan?
Through the recent peaks and troughs, average exposure to Japanese equities in our database has been relatively unmoved at about 3.5 per cent.But Stewart Smith, head of MPS at RSMR, has the highest ex...
16 Jan 202523min
Which US equity funds outperformed in 2024?
The Asset Allocator Podcast is back for 2025 and this week David Thorpe, Joseph Wilkins and Dave Baxter kick off the new year by discussing the active US equity funds which managed to outperform the m...
9 Jan 202524min
What does the future have in store for MPS?
In the final edition of the Asset Allocator Podcast of 2024, Joseph Wilkins is joined by Darren Ripton, head of investment at Abrdn, and Ben Hammond, managing director of consulting at the Lang Cat, t...
19 Des 202422min
What's the outlook for 2025?
As we approach the end of the year, David Thorpe gathers a group of experts to look forward into 2025 in this bumper edition of the podcast which is supported by Artemis.He is joined by Natasha Ebteha...
12 Des 202456min
Is the US fiscal deficit about to balloon - and does it even matter?
The result of the recent US presidential election has given many of us plenty to ponder.This week Dave Baxter, Joseph Wilkins and David Thorpe get together to discuss what the incoming Trump administr...
5 Des 202420min
Budget changes to Aim markets was 'not woeful'
Unusually for the folk at City Asset Management, the team made a change to the Aim portfolios ahead of the first Budget by chancellor Rachel Reeves. In this podcast, supported by Artemis, Joseph Wilki...
28 Nov 202423min
