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The Asset Allocator Podcast

Asset Allocator
Interest Rates
Bonds
Equities
Fixed Income
Inflation
UK Equities
Investment Strategies
Money Market Funds
S&P 500
Active Management
Key Person Risk
Investment Portfolios
UK Market
Factor-Based Investing
Investment Strategy
Gold
Artemis
Exchange-Traded Funds
Retirement Solutions
Global Equity Markets

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 a news and analysis service tailored to the needs of UK wealth managers, fund selectors a... more

PublishesWeeklyEpisodes150Founded5 years ago
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Artwork for The Asset Allocator Podcast

Latest Episodes

Andrew Spence, founder of Aspen Advisers, discusses the perils of concentration risk in equity portfolios and the options for achieving diversification, with chief reporter Joseph Wilkins and contributing editor David Thorpe.

The Asset Allocator Pod... more

Richard Champion, co-chief investment officer at Canaccord Wealth, joins Asset Allocator contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss the firm's exposure to assets that can protect in a world of currency debasement an... more

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, discusses the options for investors looking for diversification in an era of frequent market shocks, with Asset Allocator chief reporter Joseph Wilkins and contributing edito... more

The latest guest on the Asset Allocator podcast is Ben Yaearsley of Fairview Consulting, who joined Contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss diversification within the US market, the outook for fixed income, and h... more

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Recent Guests

Tara Fitzpatrick
Multi-Asset Fund Manager at Schroders
Schroders
Episode: How the Schroders multi-asset team is reacting to dollar weakness
Gene Salerno
Chief Investment Officer at Ubp Uk
Ubp Uk
Episode: Why earnings growth justifies US tech stock outperformance
Sacha Chorley
Portfolio Manager at Quilter
Quilter
Episode: Inside Quilter's passive alternatives strategy
Rob Burdett
Head of multi-manager at Nedgroup Investments in the UK
Nedgroup Investments
Episode: Why boutique fund managers represent a compelling opportunity
Simon Evan-Cook
Portfolio Manager of the Downing Fox Funds.
Downing Fox
Episode: Why this allocator is 30% underweight to the US
Ben Kumar
Head of Equity Strategy at 7IM
7IM
Episode: Why 7IM sold out of healthcare
Ernst Knacke
Head of Research at Shard Capital
Shard Capital
Episode: Can anything stop the S&P 500 from going up?
David Baxter
Funds Editor at the Investors Chronicle
Investors Chronicle
Episode: Can anything stop the S&P 500 from going up?
Ash Weston
Head of NPS at 8AM Global
8AM Global
Episode: Do risk variable portfolios work?

Host

Joseph Wilkins
Chief Reporter on Asset Allocator, bringing insights on market trends and investment strategies.

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Talking Points

Recent interactions between the hosts and their guests.

Why reducing Japanese equity exposure now is sensible portfolio management
Q: So for us, a more defensive portfolio structure is needed in retirement with a focus on the longevity, the sequencing risk management, and ultimately the sustainable income.
The portfolio construction element is determined by the risk factors that client has, particularly in the de-accumulation phase.
Why reducing Japanese equity exposure now is sensible portfolio management
Q: Is that something you subscribe to? Have you looked at active US this year?
Yes, we tend to go down the passive route but there have been points where we felt it was beneficial to hold more exposure to active US managers.
US market is diversification target for EBI
Q: How do you see them as part of a client portfolio? Would clients normally have the overweight to one of those funds or just own one of those funds because they want one factor exposure alongside what they've got?
The range itself includes all-in-one funds with specific risk levels, blending factors without trying to outperform in the short-term, suggesting either single or blended investments based on client needs.
US market is diversification target for EBI
Q: What do you make of this, and could you ever consider gold as a sustainable investment?
Gold does not typically align with sustainability due to its mining practices, but it can provide social benefits and may have a role in human rights and economic stability, although it's not seen as sustainable at this point in time.
How the Schroders multi-asset team is reacting to dollar weakness
Q: Has the enhanced volatility in government bonds changed your thoughts on their role?
Yes, bonds are not as diversifying as before; therefore, alternative diversifying assets need to be identified.

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Frequently Asked Questions About The Asset Allocator Podcast

What is The Asset Allocator Podcast about and what kind of topics does it cover?

Focusing on significant trends in fund selection and asset allocation, this series offers in-depth discussions aimed particularly at wealth managers and investment professionals. Episodes delve into current investment strategies, market dynamics, and tailored insights on how leading managers are navigating complex financial landscapes. Guests bring expertise from various sectors within finance, enhancing the depth of analysis on topics ranging from diversification strategies to the performance of alternative investments. This podcast is particularly valuable for those seeking to understand the ever-evolving investment climate and refine their portfolio management approaches.

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Which podcasts are similar to The Asset Allocator Podcast?

These podcasts share a similar audience with The Asset Allocator Podcast:

1. Merryn Talks Money
2. Many Happy Returns
3. FT News Briefing
4. The Markets
5. The Rest Is Politics

How many episodes of The Asset Allocator Podcast are there?

The Asset Allocator Podcast launched 5 years ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Asset Allocator Podcast?

Recent guests on The Asset Allocator Podcast include:

1. Tara Fitzpatrick
2. Gene Salerno
3. Sacha Chorley
4. Rob Burdett
5. Simon Evan-Cook
6. Ben Kumar
7. Ernst Knacke
8. David Baxter

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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