Has a new spring sprung for equities?
On this week's podcast Dave Baxter, funds editor on the Investors Chronicle, and David Thorpe, contributing editor on Asset Allocator, discuss why DFMs are feeling more positive about equities amid th...
2 Maj 202416min
Will UK equities continue to be this cheap?
UK equity funds have suffered their fair share of outflows in recent years - though the FTSE 100 recently hit an all time high and many describe UK equities as incredibly cheap.In this edition of the ...
25 Apr 202436min
Priced for perfection?
This week Shanti Kelemen, chief investment officer at M&G Wealth, joins Joseph Wilkins and David Thorpe to discuss US equities and the extent to which she's worried about volatility caused by the loom...
18 Apr 202416min
Bill Dinning sees an opportunity in real assets
A lot of the talk relating to changes in monetary policy rotate around their effect on bonds and equities, but this week we have a chat with Bill Dinning, chief investment officer at Waverton, who is ...
11 Apr 202421min
How much of a bargain is the UK?
For some time the UK has been described as a bargain, but average exposures to the home market in the Asset Allocator database have not budged.In this week's podcast, which is supported by Artemis, Da...
4 Apr 202423min
Fund management's got talent
This week Asset Allocator acting editor Damian Fantato has a chat with funds correspondent Joseph Wilkins and contributing editor David Thorpe about Tam Asset Management's seed funding of future fund ...
28 Mars 202419min
Why emerging markets are no longer the factories of the world
Investing in emerging markets was once seen as a commodity play but on this week's podcast, which is supported by Artemis, we have a chat with Raheel Altaf, who runs the Artemis SmartGarp Global Emerg...
21 Mars 202419min
"Therein lies the risk": investing in a manager-led boutique
When high profile fund managers leave big companies to set up on their own, it is often assumed the assets will follow them almost automatically.But this week Joseph Wilkins and David Thorpe have a ch...
14 Mars 202426min
