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)

How Canaccord Wealth are allocating to profit from dollar weakness

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

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

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

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

Resilience needed to attract clients to sustainable funds

Resilience needed to attract clients to sustainable funds

EQ Investors' head of impact investing Damien Lardoux discusses the evolution of the sustainable investment market with Asset Allocator.The Asset Allocator Podcast discusses the big issues in UK fund ...

11 Dec 202522min

Ability to pass on tariff costs becoming limited for US companies

Ability to pass on tariff costs becoming limited for US companies

US businesses have to date been able to protect their margins and pass on any costs as a result of tariffs, but data indicates this could be coming to an end, according to Peter Dalgliesh, chief inves...

4 Dec 202520min

Why JM Finn expects muted bond market response to Budget

Why JM Finn expects muted bond market response to Budget

On the latest edition of the Asset Allocator podcast, Jon Cunliffe of JM Finn discusses the implications of the forthcoming UK Budget and how he sees wider markets, with Asset Allocator chief reporter...

25 Nov 202516min

US market is diversification target for EBI

US market is diversification target for EBI

Jonathan Griffiths, head of investment at EBI, joins the Asset Allocator podcast to discuss his firm's new fund-of-fund range, how he thinks about the role of gold in portfolios, diversification, and ...

20 Nov 202519min

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