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The Asset Allocator Podcast

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

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

PublishesWeeklyEpisodes135Founded4 years ago
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BusinessInvesting

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Artwork for The Asset Allocator Podcast

Latest Episodes

Gene Salerno, chief investment officer for UBP UK, joins Asset Allocator's Joseph Wilkins and David Thorpe to discuss global markets, and in particular why US equities may deserve another look.

Hosted on Acast. See acast.com/privacy for more informa... more

The latest episode of the Asset Allocator podcast features hosts Jospeh Wilkins and David Thorpe discussing where value might be found in equity markets with Chelsea Financial Services managing director Darius McDermott, who reveals the market he thi... more

Quilter portfolio manager Sacha Chorley sat down with Asset Allocator contributing editor David Thorpe to discuss the firm's relative unqiue way of gaining alternatives exposure, the role of derivatives in asset allocation and where they are finding ... more

Rob Burdett, an industry veteran who is currently head of multi-manager investments UK at Nedgroup, joins Asset Allocator contributing editor David Thorpe to discuss why he prefers investing into mandates run by boutique fund houses, rather than with... more

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Recent Guests

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
Gene Salerno
Chief Investment Officer at Kleinwort Hambros
Kleinwort Hambros
Episode: Are we at an inflection point for political risk?

Hosts

Joseph Wilkins
Chief Reporter on Asset Allocator
David Thorpe
Contributing Editor to Asset Allocator
Dave Baxter
Funds Editor at The Investors Chronicle

Chart Rankings

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

Apple Podcasts
#95
Brazil/Business/Investing
Apple Podcasts
#163
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Do risk variable portfolios work?
Q: How do risk variable portfolios work?
They allow for a tailored approach to risk management, providing flexibility to adapt to market conditions while still aiming for defined outcomes.
Do risk variable portfolios work?
Q: Have you noticed over the years that the clients' subjective wants have evolved?
Yes, there is a push towards transparency and fair pricing with increasing expectations from clients.
How the high yield bond market is changing
Q: How have higher rates impacted your portfolios and could lower rates benefit your portfolios in a material way?
Higher rates have significantly impacted operational aspects of companies rather than balance sheets.
The future's bright, the future's managed
Q: How do you think about in your role identifying the ones, the active managers, that have an edge and that have the capacity to outperform?
It’s about defining the competitive advantage and ensuring a clear alignment of interest between the decision maker and the clients.
The future's bright, the future's managed
Q: Ernst, does the outlook for equities over the next five, 10 years, do you think that's, is that still going to be as strong as perhaps it once was?
The market as a whole will probably struggle to achieve that 8% level going forward, but there will be a greater dispersion between winners and losers.

Audience Metrics

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Listeners per Episode
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Location
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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?

Conversations focus on pressing issues in investment strategies and portfolio management, covering topics such as geopolitical risks, market volatility, and asset allocation. Regular discussions center around the latest trends in fund selection, particularly in the UK, with emphasis on topics like US and European equities, high-yield bonds, and sustainable investing. The discussions highlight the implications of economic and political factors on investment decisions, featuring seasoned professionals sharing expertise about navigating market challenges and opportunities. This podcast offers valuable insights for wealth managers, fund selectors, and anyone interested in understanding complex investment landscapes and strategies.

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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. Investors' Chronicle
2. Merryn Talks Money
3. Money Maze Podcast
4. AJ Bell Money & Markets
5. On The Money

How many episodes of The Asset Allocator Podcast are there?

The Asset Allocator Podcast launched 4 years ago and published 135 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. Sacha Chorley
2. Rob Burdett
3. Simon Evan-Cook
4. Ben Kumar
5. Ernst Knacke
6. David Baxter
7. Ash Weston
8. Eleanor Ingilby

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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