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The Asset Allocator Podcast

Asset Allocator
Interest Rates
Bonds
Equities
Fixed Income
Inflation
Investment Strategies
Money Market Funds
Active Management
S&P 500
UK Equities
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 FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund man... more

PublishesWeeklyEpisodes139Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Asset Allocator Podcast

Latest Episodes

Olivia Geldenhuys, head of investment specialists at Tatton, discusses the firm's equity exposure in the latest episode of the Asset Allocator podcast, hosted by chief reporter Jospeh Wilkins, with contributing editor David Thorpe.

Hosted on Acast. ... more

Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and revealed that he has recently taken profits on a number of markets. Robinson discussed his outlook... more

On the latest edition of the Asset Allocator podcast, chief reporter Joseph Wilkins and contributing editor David Thorpe are joined by David Aujla, multi-asset investor at Invesco, to discuss the latest market trends.

Hosted on Acast. See acast.com/... more

This week Tara Fitzpatrick, multi-asset portfolio manager at Schroders, joins funds correspondent Joseph Wilkins and contributing editor David Thorpe to discuss how her team have reacted to the relative weakness of the dollar in 2025.

Hosted on Acas... 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
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

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Talking Points

Recent interactions between the hosts and their guests.

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.
How the Schroders multi-asset team is reacting to dollar weakness
Q: What are we looking at here for a balanced portfolio with medium risk tolerance?
Allocation to gold should be considered tactically given fiscal risks, but it's hard to make a strategic case for long-term gold ownership.
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.

Audience Metrics

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Listeners per Episode
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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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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. Money Makers
3. Investors' Chronicle
4. Saxo Market Call
5. The Personal Investor

How many episodes of The Asset Allocator Podcast are there?

The Asset Allocator Podcast launched 4 years ago and published 139 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

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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