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 investment officer at Parmenion. Speaking with Asset Allocator, Dalgliesh discusses his outlook for markets and inflation amid opaque data sources; his outlook for global equities and fixed income in the year ahead; and his perspective on how to think about risk in the current climate. Hosted on Acast. See acast.com/privacy for more information.
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20:46
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20:46
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 Joseph Wilkins and contributing editor David Thorpe. Hosted on Acast. See acast.com/privacy for more information.
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16:30
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16:30
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 where he can find value in markets right now. Hosted on Acast. See acast.com/privacy for more information.
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19:46
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19:46
UK equity funds Evelyn Partners are sticking with
Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut.Speaking with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe, Burns explained the evolution of his UK equity allocation, and also discussed his exposure to emerging markets, the US, and fixed income positions. Hosted on Acast. See acast.com/privacy for more information.
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22:03
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22:03
Diversification in an age of uncertainty
The level and nature of risk in markets means diversification must happen within asset classes, not just between them, according to Richard Philbin, an asset allocator at Hawksmoor.Speaking with Asset Allocator podcast hosts Joseph Wilkins and David Thorpe, Philbin says one of the ways he is responding to present market conditions is moving down the market cap scale.Find out more, listen to the full podcast by clicking on the link above. 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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