Macro factors 'more difficult' to forecast in today's environment, says Keyridge boss
Forecasting macro factors are much more difficult than they were in the past.That’s the view of Jordan Sriharan who joined this week’s Asset Allocator podcast this week.The senior fund manager for mul...
1 Loka 32min
‘Riskiest’ parts of portfolio investments are performing the best
Higher bond yields are transforming the investment case for fixed income. But with inflation remaining elevated, interest-rate expectations shifting and markets volatile, where are the best opportunit...
24 Syys 20min
Are we in for an even bigger inflation shock?
Fears over a lack of de-escalation in Iran and reservations about whether AI companies can continue their trajectory have led to bond market volatility and worryingly persistent inflation. But amid th...
17 Syys 16min
Tech stocks could ‘suffer’ and face a ‘difficult’ time if bond yields continue to rise
Are bonds becoming attractive again? Can the AI trade continue to drive equity markets? And with concerns over government debt, inflation and geopolitical risk mounting, where can investors still find...
10 Syys 25min
‘Stay away from UK equities’: where Bentley Reid’s CIO sees opportunities
UK equities may look cheap, but are they cheap for a reason?Paul O’Neill, chief investment officer at Bentley Reid, joins the Asset Allocator podcast to explain why global investors should “stay away”...
3 Syys 14min
How should investors position portfolios as geopolitical tensions reshape markets?
In this episode of Asset Allocator, Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have long-lasting consequences for global market...
30 Heinä 18min
Why gold isn't acting like gold and why the AI boom might become a bubble
Gold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next?FT Adviser Editor-in-Chief Simoney Kyriakou is joined by Joe Little, Chief Strategist at H...
23 Heinä 19min
The momentum behind the AI trade may be breaking down
Recent activity suggests markets are reconsidering their approach to AI-themed companies, but what's going on exactly? To answer, David Combs, head of multi-asset at Rathbones Asset Management joins A...
16 Heinä 27min
