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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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.
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Why Tatton are underweight US equities and overweight Japan
Olivia Geldenhuys, head of investment specialists at Tatton, discusses the firm's equity exposure in the latest episode of the Asset Allocator podcast, hosted by chief reporter Jospeh Wilkins, with contributing editor David Thorpe. Hosted on Acast. See acast.com/privacy for more information.
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Why reducing Japanese equity exposure now is sensible portfolio management
Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and revealed that he has recently taken profits on a number of markets. Robinson discussed his outlook on Japan and the US in particular. Hosted on Acast. See acast.com/privacy for more information.
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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.
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