What 7IM means by rules-based investing
Shanti Kelemen, co-CIO of 7IM, discusses how her firm uses rules-based investing when creating portfolios and how those rules evolve in different market conditions.The Asset Allocator Podcast discusse...
5 Mars 17min
Volatility means active management now increasingly attractive in US
Alex Harvey, senior portfolio manager at Momentum Global Investment Management, discusses the changing nature of allocations to US equities, his views on gold and alternative assets, and more, in the ...
26 Feb 20min
Why One Four Nine Group has cut its equity exposure by 5%
Bevan Blair, chief investment officer at One Four Nine Group discusses his recent decision to reduce the equity exposure across all client portfolios, why gold is not an investible asset class, and wh...
24 Feb 17min
Is active management making a comeback?
Andrew Spence, founder of Aspen Advisers, discusses the perils of concentration risk in equity portfolios and the options for achieving diversification, with chief reporter Joseph Wilkins and contribu...
12 Feb 17min
How Canaccord Wealth are allocating to profit from dollar weakness
Richard Champion, co-chief investment officer at Canaccord Wealth, joins Asset Allocator contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss the firm's exposure to assets tha...
5 Feb 16min
Assets to own to protect against a Trump-induced market shock
Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, discusses the options for investors looking for diversification in an era of frequent market shocks, with Asset Allocator ch...
29 Jan 18min
How to diversify US equity exposure in the age of Trump
The latest guest on the Asset Allocator podcast is Ben Yaearsley of Fairview Consulting, who joined Contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss diversification within...
21 Jan 21min
The biggest question impacting portfolios in 2026
Supply shocks from the adoption of AI and as a result of increasingly isolationist trade policies mean markets could be at risk from heightened inflation and volatility, and create uncertainty around ...
8 Jan 19min
