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 wealt...
This week's stock market rout following the emergence of China's DeepSeek has up-ended expectations that stocks like Nvidia would continue powering upwards uninterrupted.This week David Thorpe and Joseph Wilkins are joined by Paul Flood, head of mixed-asset investing at Newton, to discuss the turbulent past few days.They also discuss the challenges of investing for income and his thoughts on Saba's bid for control over several investment trusts.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.
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25:57
Why Gam has such a large exposure to US equities
Gam allocates about a third of its portfolio to US equities which, even in a market where exposure to Wall Street is rising, is a punchy position.This week we are joined by Julian Howard, chief multi-asset investment strategist at Gam, to discuss why the company has taken such a position.He also chats with Joseph Wilkins and David Thorpe about volatility following the return of Donald Trump as US president and the role of asset allocation versus fund selection.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.
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29:45
Why is RSMR's Stewart Smith such a big fan of Japan?
Through the recent peaks and troughs, average exposure to Japanese equities in our database has been relatively unmoved at about 3.5 per cent.But Stewart Smith, head of MPS at RSMR, has the highest exposure in our database at more than 8 per cent.In this week's episode Joseph Wilkins and David Thorpe have a chat with him about why he's so keen on Japanese equities and why he's recently been cutting his UK exposure.They also discuss why he prefers to take an active approach to fixed income, even with government bonds.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.
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23:55
Which US equity funds outperformed in 2024?
The Asset Allocator Podcast is back for 2025 and this week David Thorpe, Joseph Wilkins and Dave Baxter kick off the new year by discussing the active US equity funds which managed to outperform the market in 2024 and they weigh up the investment case for China versus India.They also discuss how DFMs can compete in an increasingly crowded market.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.
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24:15
What does the future have in store for MPS?
In the final edition of the Asset Allocator Podcast of 2024, Joseph Wilkins is joined by Darren Ripton, head of investment at Abrdn, and Ben Hammond, managing director of consulting at the Lang Cat, to reflect on the past decade of model portfolio services and to ponder what the future might have in store.They discuss how the sector has changed, the pros and cons of MPS versus multi-asset, how the platform sector is helping and hindering MPS and how the sector might evolve over the next decade.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.
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 FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the free newsletter, click here. Hosted on Acast. See acast.com/privacy for more information.
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