The Asset Allocator Podcast
Episodes
Why is Fundsmith Equity still so popular?
01 Feb 2024
Contributed by Lukas
The start of the year sees the publication of the traditional letter from Terry Smith, manager of Fundsmith Equity - the biggest fund in the UK retail...
The challenges facing fixed income
25 Jan 2024
Contributed by Lukas
The world of fixed income investing has been in flux for several years due to a succession of events including the 2022 "mini" Budget, rising interest...
Where do allocators stand on the value vs growth debate?
18 Jan 2024
Contributed by Lukas
James Penny, chief investment officer at Tam Asset Management, talks to Asset Allocator funds correspondent Joe Wilkins and Investors Chronicle's Dave...
New year brings 'major reset' for bond investing
11 Jan 2024
Contributed by Lukas
In this first edition of the Asset Allocator Podcast of 2024, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Jason Day, ...
Investing home for Christmas
14 Dec 2023
Contributed by Lukas
As the year draws to a close, Dave Baxter, David Thorpe and Joseph Wilkins gather around a microphone with some mince pies to discuss a recent report ...
Rise of the machines?
30 Nov 2023
Contributed by Lukas
At the start of 2023 it seemed rising interest rates were putting an end to the golden era of tech stocks, but these companies have actually surged wi...
Cautiously does it
16 Nov 2023
Contributed by Lukas
This week David Thorpe and Dave Baxter are joined by contributor Joseph Wilkins. They discuss the shifts in allocation seen in cautious portfolios in ...
China in your hands
02 Nov 2023
Contributed by Lukas
This week David Thorpe is joined by Haig Bathgate, head of investments at Atomos, to discuss why he's so positive on China at the moment and the poten...
East is for income
19 Oct 2023
Contributed by Lukas
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, discuss the most popular fu...
Is the 60/40 portfolio back?
05 Oct 2023
Contributed by Lukas
This week David Thorpe, contributing editor at Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Roger Aliaga-...
Positive thinking
21 Sep 2023
Contributed by Lukas
Asset Allocator has recently started gathering and analysing DFM sentiment to different asset classes. In this week's edition of the podcast David Tho...
Emerging opportunities
07 Sep 2023
Contributed by Lukas
The Asset Allocator Podcast is back from its summer break, but two of its hosts are not: deputy editor Damian Fantato sits in while Dave Baxter and Da...
Money market moves
03 Aug 2023
Contributed by Lukas
In this episode, Giles Parkinson, senior fund manager at Close Brothers Asset Management and David Baxter, funds editor at Investor's Chronicle, speak...
Balancing act
20 Jul 2023
Contributed by Lukas
Since we have passed the half way point of 2023, Asset Allocator contributing editor David Thorpe and Damian Fantato have a chat about how balanced po...
Simon Evan-Cook on his return to multi-asset
06 Jul 2023
Contributed by Lukas
Last week Simon Evan-Cook made his formal return to the multi-asset sector by launched the Downing Fox model portfolios.Evan-Cook came to prominence a...
Go east
22 Jun 2023
Contributed by Lukas
This week, while David Thorpe is on holiday, Dave Baxter and Damian Fantato have a chat about China and the most popular Asia Pacific funds among DFMs...
Hit parade: Asset Allocator 100 Club 2023
08 Jun 2023
Contributed by Lukas
The members of the Asset Allocator 100 Club 2023 have now been published and this week David Thorpe, contributing editor at Asset Allocator, and Dave ...
Keep the home fires burning
25 May 2023
Contributed by Lukas
UK equities have faced month after month of outflows going back years, but some funds have attracted interest from DFMs during that period and some fu...
The Irrefutable Proof
11 May 2023
Contributed by Lukas
**NEWS** On May 25 at 11am we will be recording a live, interactive edition of the Asset Allocator Podcast on LinkedIn. Sign up here: https://www...
Income conundrums
27 Apr 2023
Contributed by Lukas
This week Dave Baxter, funds editor on the Investors' Chronicle, and David Thorpe, investment editor on FTAdviser, have a chat about Asset Allocator's...
State of the inflation
13 Apr 2023
Contributed by Lukas
Rising inflation has been one of the challenges facing investors over the past year or so. But as this appears to slow, where do we stand?This week Da...
Show me the money
30 Mar 2023
Contributed by Lukas
This week Damian Fantato, deputy editor of Asset Allocator, sits in with Dave Baxter off sick. He and David Thorpe have a chat about cash levels in DF...
Sustaining sustainable funds
16 Mar 2023
Contributed by Lukas
Speaking to David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor for Asset Allocator's sister title Investors' Chronicl...
Point of no absolute return
02 Mar 2023
Contributed by Lukas
This week David Thorpe, investment editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat about the trials and tr...
Incoming in from the cold
16 Feb 2023
Contributed by Lukas
This week David Thorpe, investment editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Alena Kosava, head of...
Shifting sands
02 Feb 2023
Contributed by Lukas
This week David Thorpe, contributing editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, had a chat about how DFMs have be...
Home comforts
19 Jan 2023
Contributed by Lukas
Investors haven't been able to ditch UK equities fast enough, with billions of outflows from these funds during 2022. But that stands in contrast to t...
New year, same conundrums
05 Jan 2023
Contributed by Lukas
This week David Thorpe, contributing editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, reflect on 2022 and look ahead to...
New year resolutions
08 Dec 2022
Contributed by Lukas
After an eventful year, Alex Funk, chief investment officer at Schroders Investment Solutions, joins David Thorpe, contributing editor at FTAdviser, a...
Quality Street
24 Nov 2022
Contributed by Lukas
This week David Thorpe, contributing editor of FTAdviser, and Dave Baxter, funds editor of the Investors' Chronicle, are joined by Fahad Hassan, chief...
Currency conversion
10 Nov 2022
Contributed by Lukas
This week Jason Day, senior investment manager at Abrdn, joins Dave Baxter, funds editor at the Investors' Chronicle, and David Thorpe, contributing e...
Hard landing
27 Oct 2022
Contributed by Lukas
This week David Thorpe, contributing editor of Asset Allocator is joined by Will Thompson, portfolio manager at Pacific Asset Management, while Dave B...
Hot property
13 Oct 2022
Contributed by Lukas
This week Eleanor Ingilby, deputy head of portfolio management at Atomos (which until recently was called Sanlam), joins David Thorpe, contributing ed...
Gilt trip
29 Sep 2022
Contributed by Lukas
This week Jasper Thornton-Boelman, investment director at Parmenion, joins us to discuss how he has been using bonds in his portfolios recently amid t...
'There are no panaceas'
15 Sep 2022
Contributed by Lukas
This week David Thorpe, contributing editor on FTAdviser, is joined by Matthew Yeates, deputy chief investment officer at 7IM, and Dave Baxter, funds ...
It cuts both ways
01 Sep 2022
Contributed by Lukas
This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Burns, m...
How green was my portfolio
04 Aug 2022
Contributed by Lukas
Many DFMs are launching ESG model portfolios and Charles Stanley has been one of those, having launched its responsible portfolios in April. They are ...
That's not your style
21 Jul 2022
Contributed by Lukas
This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by John Husselbee, hea...
Underweight of the world
07 Jul 2022
Contributed by Lukas
This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Penny, chief ...
The bonds that tie
23 Jun 2022
Contributed by Lukas
One of the biggest questions on the minds of asset allocators at the moment is around the role of bonds in portfolios. It has been a rocky period but ...
Return to growth
09 Jun 2022
Contributed by Lukas
On this week's edition of the Asset Allocator Podcast, Ben Gutteridge, director of Invesco's model portfolio service, joins us to discuss why he think...
No way home
26 May 2022
Contributed by Lukas
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor of Investors Chronicle, are joined by M&G Wealth's c...
Keeping it real
12 May 2022
Contributed by Lukas
This week Asset Allocator contributor David Thorpe is joined by James Mee, co-head of multi-asset strategies at Waverton.They why James thinks commodi...
It's not that easy being green
28 Apr 2022
Contributed by Lukas
This week Asset Allocator contributor David Thorpe is once again flying solo, as Dave Baxter finds something better to do, but he is joined by Stuart ...
Gone to look for America
14 Apr 2022
Contributed by Lukas
This week, while Dave Baxter is on holiday, Asset Allocator writer David Thorpe is joined by Chris Metcalfe, co-founder and chief investment officer a...
Not all bonds are created equal
31 Mar 2022
Contributed by Lukas
This week Darius McDermott, adviser to the Chelsea Managed Fund range, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about...
Cash in the attic
17 Mar 2022
Contributed by Lukas
This week David Coombs, head of multi-asset investments at Rathbones, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about the l...
Risky business
03 Mar 2022
Contributed by Lukas
This week Amy Lazenby, managing director of Close Brother's discretionary management service, has a chat with Asset Allocator writers David Thorpe and...
The concentration conundrum
17 Feb 2022
Contributed by Lukas
This week Justin Onuekwusi, head of retail investments at Legal & General Investment Management, has a chat with Asset Allocator writers David Tho...
Going in and out of style
03 Feb 2022
Contributed by Lukas
This week Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, has a chat with Asset Allocator writers David Thorpe and Dav...
Challenging the bond bears
19 Jan 2022
Contributed by Lukas
In the first edition of 2022 Dan Kemp, chief investment officer at Morningstar Investment Management, has a chat with Asset Allocator writers Dave Bax...
Capacity, liquidity, and due diligence
11 Nov 2021
Contributed by Lukas
Independent fund expert Simon Evan-Cook discusses the major fund capacity and liquidity issues of the moment, and gives his thoughts on the fluctuatin...
What role are alternatives playing in portfolios in 2021?
07 Oct 2021
Contributed by Lukas
Punter Southall Wealth chief investment officer Tom Becket talks to Asset Allocator’s Dan Jones about all things alternatives – from hedge funds t...
How the ESG era is changing fund buy-lists
16 Sep 2021
Contributed by Lukas
Sophie Kennedy, joint chief executive of EQ Investors, talks to Asset Allocator about issues in ESG fund selection, established vs new asset managers,...
DFMs' model portfolios uncovered
24 Jun 2021
Contributed by Lukas
This week, Asset Allocator editor Dan Jones and deputy editor David Baxter use exclusive data to examine accusations of home bias in balanced portfoli...
How big a threat is inflation to portfolios?
10 Jun 2021
Contributed by Lukas
This week Ben Seager-Scott, head of multi-asset funds at Tilney, joins Dan and David to talk to Asset Allocator about inflationary risks and false daw...
Was November 2020 a turning point for fund selectors?
27 May 2021
Contributed by Lukas
In the first ever Asset Allocator Podcast, Barclays investment manager Stephen Peters talks to the team about the big value versus growth debate, Mark...