Asset Allocator

Asset Allocator

Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.


Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here.

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Avsnitt(181)

Money market moves

Money market moves

In this episode, Giles Parkinson, senior fund manager at Close Brothers Asset Management and David Baxter, funds editor at Investor's Chronicle, speak to Asset Allocator's contributing editor David Th...

3 Aug 202320min

Balancing act

Balancing act

Since we have passed the half way point of 2023, Asset Allocator contributing editor David Thorpe and Damian Fantato have a chat about how balanced portfolio allocations have changed over the course o...

20 Juli 202315min

Simon Evan-Cook on his return to multi-asset

Simon Evan-Cook on his return to multi-asset

Last week Simon Evan-Cook made his formal return to the multi-asset sector by launched the Downing Fox model portfolios.Evan-Cook came to prominence as a senior member of Premier Miton's multi-asset t...

6 Juli 202328min

Go east

Go east

This week, while David Thorpe is on holiday, Dave Baxter and Damian Fantato have a chat about China and the most popular Asia Pacific funds among DFMs.They also discuss the strong start to 2023 which ...

22 Juni 202316min

Hit parade: Asset Allocator 100 Club 2023

Hit parade: Asset Allocator 100 Club 2023

The members of the Asset Allocator 100 Club 2023 have now been published and this week David Thorpe, contributing editor at Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, ...

8 Juni 202316min

Keep the home fires burning

Keep the home fires burning

UK equities have faced month after month of outflows going back years, but some funds have attracted interest from DFMs during that period and some funds have not.In this episode, which was recorded l...

25 Maj 202323min

The Irrefutable Proof

The Irrefutable Proof

**NEWS** On May 25 at 11am we will be recording a live, interactive edition of the Asset Allocator Podcast on LinkedIn. Sign up here: https://www.linkedin.com/events/7056959728886673409/about/There is...

11 Maj 202320min

Income conundrums

Income conundrums

This week Dave Baxter, funds editor on the Investors' Chronicle, and David Thorpe, investment editor on FTAdviser, have a chat about Asset Allocator's recent coverage of equity income funds and concen...

27 Apr 202320min

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