The Asset Allocator Podcast

The Asset Allocator Podcast

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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How the high yield bond market is changing

How the high yield bond market is changing

Bonds have been a very eventful place to be over the past 12 months or so and on this week's podcast, which is supported by Artemis, we have a chat with David Ennett, manager of Artemis High Income an...

23 Maj 202426min

How a Swedish wealth manager tailored its MPS to UK investors

How a Swedish wealth manager tailored its MPS to UK investors

One of the latest entrants to the portfolio management market in the UK has been Soderberg & Partners, the Swedish wealth manager which has already bought up several firms. This week Joseph Wilkins an...

16 Maj 202419min

Is inflation's stickiness something to worry about?

Is inflation's stickiness something to worry about?

This week we catch up with Ben Seager-Scott, the newly-installed chief investment officer at Mazars. In this week's edition of the podcast, which is supported by Artemis, he has a chat with Joseph Wil...

9 Maj 202429min

Has a new spring sprung for equities?

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?

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?

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

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?

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

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