Which is the last cheap equity market in the world?
The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with Chelsea Financial Services managing direct...
17 Sep 202520min
Inside Quilter's passive alternatives strategy
Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining alternatives exposure, the role of derivativ...
10 Sep 202519min
Why boutique fund managers represent a compelling opportunity
Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to discuss why he prefers investing into mand...
4 Sep 202515min
Why this allocator is 30% underweight to the US
Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why. That is less than hal...
31 Juli 202525min
What is the best way to buy an index fund?
Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to consider when choosing index funds, ranging ...
24 Juli 202530min
Is active management reaching a turning point?
The market turbulence of this year could mean actively managed funds come back into fashion, says David Aujla, multi-asset portfolio manager at Invesco, on the latest edition of the Asset Allocator po...
17 Juli 202523min
Why 7IM sold out of healthcare
This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which themes they are backing now. They also discus...
10 Juli 202524min
Can anything stop the S&P 500 from going up?
Despite what may seem like Donald Trump’s best attempts, the S&P 500 continues to rise ever upwards.This week Dave Baxter and Joseph Wilkins talk to Ernst Knacke, head of investment research at Shard ...
3 Juli 202523min
