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The Asset Allocator Podcast

Asset Allocator
Interest Rates
Bonds
Equities
Fixed Income
Inflation
Japan
Investment Strategies
Money Market Funds
S&P 500
Active Management
UK Equities
Key Person Risk
Investment Portfolios
UK Market
Investment Strategy
Factor-Based Investing
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 FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund man... more

PublishesWeeklyEpisodes143Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Asset Allocator Podcast

Latest Episodes

On the latest edition of the Asset Allocator podcast, Jon Cunliffe of JM Finn discusses the implications of the forthcoming UK Budget and how he sees wider markets, with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thor... more

Jonathan Griffiths, head of investment at EBI, joins the Asset Allocator podcast to discuss his firm's new fund-of-fund range, how he thinks about the role of gold in portfolios, diversification, and where he can find value in markets right now.

Hos... more

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 ... more

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 Davi... more

Key Facts

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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
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?
Eleanor Ingilby
Head of High Net Worth at Atomos
Atomos
Episode: Market turmoil reveals the perils of owning US tracker funds

Hosts

Joseph Wilkins
Chief Reporter on Asset Allocator
David Thorpe
Contributing Editor of Asset Allocator

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#127
Singapore/Business/Investing
Apple Podcasts
#222
Sweden/Business/Investing
Apple Podcasts
#241
Ireland/Business/Investing

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.

Audience Metrics

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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?

A focus on investment strategies, fund selection, and market trends forms the core of the discussions, appealing to wealth managers, fund selectors, and investors alike. Topics frequently explored include the performance and selection of boutique fund managers, innovative approaches to passive investments, and the implications of economic cycles on portfolio management. Noteworthy episodes dive into emerging market dynamics, alternative investment strategies, and insightful analyses of equity performance trends, providing listeners with actionable insights to navigate the complexities of modern investing.

This series sets itself apart by bringing expert guests from the investment industry who share their perspectives on topical issues affe... more

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

1. Merryn Talks Money
2. Investors' Chronicle
3. Bloomberg Daybreak: Europe Edition
4. The Master Investor Podcast with Wilfred Frost
5. Money Maze Podcast

How many episodes of The Asset Allocator Podcast are there?

The Asset Allocator Podcast launched 4 years ago and published 143 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. Sacha Chorley
3. Rob Burdett
4. Simon Evan-Cook
5. Ben Kumar
6. Ernst Knacke
7. David Baxter
8. Ash Weston

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