This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which themes they are backing now. They also discuss how he’s approaching dollar weakness and what UK banking stocks can tell us about crypto as an investment. Hosted on Acast. See acast.com/privacy for more information.
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24:32
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24:32
Can anything stop the S&P 500 from going up?
Despite what may seem like Donald Trump’s best attempts, the S&P 500 continues to rise ever upwards.This week Dave Baxter and Joseph Wilkins talk to Ernst Knacke, head of investment research at Shard Capital, about whether it’s continued rise is justified or whether the markets are missing something.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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23:11
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23:11
Can a portfolio ride out every bump?
This week saw the launch of Shard Capital's 'permanent portfolios' which shun the traditional 60:40 model to create a proposition to protect against major drawdowns that could result from macroeconomic and geopolitical turmoil.Dave Baxter and Joseph Wilkins discuss these portfolios and whether it is possible to create a single solution which rides out every bump.They also discuss whether increased volatility is something investors will just have to learn to live with, reflecting on recent commentary in Asset Allocator by historian Russell NapierThe 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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20:27
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20:27
Is American exceptionalism over?
Ever since Donald Trump announced he was "reforming" the US approach to trade, the question of whether the American equities and government bonds will continue to hold their pre-eminent position has been hotly debated.This week Joseph Wilkins, David Thorpe and Damian Fantato discuss the extent to which allocators are moving away from the US.They also discuss the state of the wealth management sector in light of some new research by Platforum which suggests not all is as rosey as it could be, and they discuss the rising price of gold and silver.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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15:05
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15:05
What role does factor investing play?
A lot of focus recently has been on the pros and cons of equal-weight exposure but other factors are available, such as minimum volatility, momentum and value.This week David Thorpe and Joseph Wilkins are joined by William Marshall, chief investment officer of Hymans Robertson Investment Services, to discuss why he is keen on factor investing and how he uses it.They also discuss the recent volatility seen in the fixed income market and whether alternative options exist. And they discuss the continued dominance of US equities at the expense of other regions.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.
Ireland