Resurgence of strategic bond funds "not surprising"
On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset investor at Invesco, to discuss the latest market trends. Hosted on Acast. See acast.com/privacy for more information.
--------
19:29
--------
19:29
How the Schroders multi-asset team is reacting to dollar weakness
This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to discuss how her team have reacted to the relative weakness of the dollar in 2025. Hosted on Acast. See acast.com/privacy for more information.
--------
16:21
--------
16:21
Why earnings growth justifies US tech stock outperformance
Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US equities may deserve another look. Hosted on Acast. See acast.com/privacy for more information.
--------
17:49
--------
17:49
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 director Darius McDermott, who reveals the market he thinks is the only cheap one left. Hosted on Acast. See acast.com/privacy for more information.
--------
20:04
--------
20:04
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 derivatives in asset allocation and where they are finding opportunities during the present volatile market conditions. 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.
Ireland