Unpicking the China versus India conundrum
One of the topics of debate in recent months has been the long-term investment case for China versus India.This week Dave Baxter, funds editor on the Investors Chronicle, Asset Allocator funds reporte...
29 Feb 202416min
What is going on with the US economy?
What with the strong performance of the US market driven by a handful of tech stocks and the looming presidential election, it might feel at times that the US is never far from the news.So on this wee...
22 Feb 202423min
Taking the risk on US equities
There has been a lot of talk about concentration risk and the rise of the Magnificent Seven stocks but this week we talk to Richard Philbin, chief investment officer for investment solutions at Hawksm...
15 Feb 202419min
What's the investment case for US equities?
US equities did very well during 2023 which means valuations are now high. This raised the question of what the investment case might be for investing in stocks which might be overvalued.In this editi...
8 Feb 202420min
Why is Fundsmith Equity still so popular?
The start of the year sees the publication of the traditional letter from Terry Smith, manager of Fundsmith Equity - the biggest fund in the UK retail market and one of the most popular in the Asset A...
1 Feb 202419min
The challenges facing fixed income
The world of fixed income investing has been in flux for several years due to a succession of events including the 2022 "mini" Budget, rising interest rates to tackle spiralling inflation and wider po...
25 Jan 202428min
Where do allocators stand on the value vs growth debate?
James Penny, chief investment officer at Tam Asset Management, talks to Asset Allocator funds correspondent Joe Wilkins and Investors Chronicle's Dave Baxter about market distortions over the past 12 ...
18 Jan 202422min
New year brings 'major reset' for bond investing
In this first edition of the Asset Allocator Podcast of 2024, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Jason Day, senior investment manager at Abrdn.They discuss ho...
11 Jan 202418min
