What's the case for increasing exposure to the US?
At times it might seem like Donald Trump's campaign slogan was actually "make markets volatile again". If so, he seems to have succeeded.This week David Thorpe and Joseph Wilkins are joined by Nathan ...
22 Maj 202519min
The struggles of measuring MPS performance
Comparing the performance of model portfolio solutions can sometimes be a challenge, given the difference risk levels and approaches across the market.This week David Thorpe and Joseph Wilkins discuss...
15 Maj 202520min
Do risk variable portfolios work?
There are many ways to skin a cat, and even more ways to run a model portfolio service.This week Ash Weston, head of MPS at 8AM Global, joined David Thorpe and Joseph Wilkins to offer his take on some...
8 Maj 202525min
Can you diversify away from tariff volatility?
Markets have been in a tetchy state ever since Donald Trump announced he was launching a trade war with the entire planet (or maybe not as it later turned out).This week David Thorpe and Joseph Wilkin...
1 Maj 202525min
Market turmoil reveals the perils of owning US tracker funds
Donald Trump's policy decisions continue to reverberate through markets as he decides whether or not to fire Fed chair Jerome Powell.This week David Thorpe and Joseph Wilkins are joined by Eleanor Ing...
24 Apr 202516min
How Donald Trump liberated the markets from going up
Earlier this month US president Donald Trump announced a series of 'reciprocal' tariffs on most countries in the world. This had the effect of tanking markets across the globe.This week Dave Baxter, J...
17 Apr 202523min
What’s the role for high yield bonds?
Tacit Investment Management has one of the highest exposures to high-yield bonds of all the portfolio managers we cover.This week we are joined by Kypros Charalambous, investment director at Tacit, to...
10 Apr 202516min
Can gold's growth be sustained?
The rising price of gold has been one of the stories of early 2025 so far and Stuart Clark, who runs Quilter's Wealthselect portfolios, is one of the allocators with a long-standing allocation to prec...
3 Apr 202523min
