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Asset Allocator

Asset Allocator
US Equities
Inflation
Gold
Emerging Markets
Active Management
China
Interest Rates
UK Equities
Investment Strategies
Equities
Diversification
Fixed Income
United States
Asset Allocation
S&P 500
Bonds
Government Bonds
European Equities
Consumer Confidence
Japan

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

PublishesWeeklyEpisodes163Founded5 years ago
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Latest Episodes

James Mee, co‑head of multi‑asset and director at W1M, joins funds reporter Aamina Zafar and contributing editor David Thorpe to discuss the latest developments in markets, and why income portfolios remain key to his firm's offering.

The Asset Allo... more

Cranley Macfarlane, head of bespoke private clients and deputy chief investment officer at Church House Investment Management, discusses how client needs are shifting, the use of in-house funds, and whether active management still has a meaningful ro... more

Industry veteran Dan Kemp, founder of Portfolio Thinking, discusses the challenges of diversification on the latest edition of the Asset Allocator podcast.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth mana... more

Focused fixed income portfolios and European nominal bonds are important building blocks of Pictet’s investment strategy to beat inflation, says Shaniel Ramjee, co-head of multi-asset investments at Pictet Asset Management, who dives into the parts o... more

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Recent Guests

James Klempster
Deputy Head of Multi-Asset at Liontrust
Liontrust
Episode: Govt bonds ‘still the best safe haven and store of capital’
Shanti Kelemen
Co-Chief Investment Officer at 7IM
7IM
Episode: What 7IM means by rules-based investing
Alex Harvey
Senior Portfolio Manager
Momentum Global Investment Management
Episode: Volatility means active management now increasingly attractive in US
Bevan Blair
Chief Investment Officer at One Four Nine
One Four Nine
Episode: Why One Four Nine Group has cut its equity exposure by 5%
Andrew Spence
Founder of Aspen Advisors
Aspen Advisors
Episode: Is active management making a comeback?
Richard Champion
Co-Chief Investment Officer, Canaccord Genuity Wealth
Canaccord Genuity Wealth
Episode: How Canaccord Wealth are allocating to profit from dollar weakness
Peter McLean
Head of Multi-Asset at Stonehage Fleming
Stonehage Fleming
Episode: Assets to own to protect against a Trump-induced market shock
Ben Yaearsley
Investment Consultant
Fairview Consulting
Episode: How to diversify US equity exposure in the age of Trump
Sophie Huynh
Portfolio Manager at BNP Paribas Asset Management
BNP Paribas Asset Management
Episode: The biggest question impacting portfolios in 2026

Host

Joseph Wilkins
Chief Reporter on Asset Allocator

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The biggest question impacting portfolios in 2026
Q: What role does gold play in portfolios in 2026 according to your view?
Gold remains a hedge against duration risk and a potential inflation shock absorber; gold miners offer leverage to gold with potentially improving cash flows if gold stays supported, but near-term ETF and positioning dynamics could cause volatility, so position sizes should reflect diversification goals.
The biggest question impacting portfolios in 2026
Q: Korea and China were highlighted as important regional stories. How should portfolios position around these markets given the current updates?
Korea benefits from governance reforms and a strong domestic investor base, but AI and memory demand remain central catalysts; China offers a diversifier with domestic policy aimed at wealth creation via equities, though earnings visibility remains a key question, and investors should balance domestic catalysts with global risk factors.
The biggest question impacting portfolios in 2026
Q: What is your view on the inflation outlook and its impact on asset correlations going into 2026?
Inflation remains a key driver; a positive reflation impulse could surprise on the upside and potentially flip the equity-bond correlation back to positive, especially if supply shocks recede and growth accelerates. The balance between policy loosening, inflationary pressures, and sector dynamics will determine whether correlations stay suppressed or re‑emerge.
How Canaccord Wealth are allocating to profit from dollar weakness
Q: What are you looking for in an absolute return type fund in the current environment?
We seek strategies that defend on the downside in drawdown periods, have long-standing track records (ideally 25 years), and fit a slow-but-solid ballast role with controlled risk and lower volatility.
How Canaccord Wealth are allocating to profit from dollar weakness
Q: When building EM exposure, do you prefer broad EM funds or regional/country/thematic approaches?
We use a mix: broad EM managers plus regional Asian exposure, with active management in EM almost always used unless a strong reason not to.

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Frequently Asked Questions About Asset Allocator

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

The show centers on practical fund selection, asset allocation, and current market trends relevant to UK wealth managers, fund selectors, and discretionary managers. Across recent episodes, hosts and guests dissect topics such as gilt and fixed-income dynamics in the UK, the role of US Treasuries and currency moves, and the evolving landscape of equity markets (including US tech earnings, European and Japanese exposures, and emerging-market opportunities). A recurring throughline is how macro developments—budget policy, inflation, valuations, and ESG considerations—shape portfolio construction, risk management, and implementation in multi-asset frameworks. Notably, discussions frequently feature detailed fund- and manager-focused insights, ... more

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Which podcasts are similar to Asset Allocator?

These podcasts share a similar audience with Asset Allocator:

1. Unhedged
2. Investors' Chronicle
3. Merryn Talks Money
4. At Any Rate
5. Money Maze Podcast

How many episodes of Asset Allocator are there?

Asset Allocator launched 5 years ago and published 163 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 Asset Allocator?

Recent guests on Asset Allocator include:

1. James Klempster
2. Shanti Kelemen
3. Alex Harvey
4. Bevan Blair
5. Andrew Spence
6. Richard Champion
7. Peter McLean
8. Ben Yaearsley

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