How will China's stimulus affect the rest of the world?
This week David Thorpe and Joseph Wilkins are joined by Chris Metcalfe, chief investment officer at Iboss, to discuss the impact of China's economic stimulus on Europe and other regions.They also disc...
10 Loka 202424min
How sustainable are sustainable portfolios?
This week Dave Baxter, Joseph Wilkins and David Thorpe discuss the malaise which is affecting the world of sustainable portfolios and what that means for the sector.They also discuss the slow start to...
3 Loka 202422min
What really drives returns?
This week David Thorpe and Joseph Wilkins are joined by James Saunders, head of portfolio management at Tatton Investment Management.They discuss his principles for selecting a fund, how he mitigates ...
26 Syys 202421min
An emerging opportunity
This week we are joined by Ryan Hughes, investment director at AJ Bell, to discuss whether the recent volatility seen in markets is likely to be a permanent feature.He also discusses with David Thorpe...
19 Syys 202419min
Going in cycles
The debate of where we sit in the growth vs value cycle and the cyclical vs defensive cycle is often a hotly contested one.This week Joseph Wilkins and David Thorpe are joined by Ryan Paterson, portfo...
12 Syys 202417min
All things being equal
The Asset Allocator Podcast is back from its summer break and this week David Thorpe and Joseph Wilkins are joined by Damian Fantato, acting editor of Asset Allocator, while Dave Baxter goes on holida...
5 Syys 202418min
What's the risk?
As markets take a pause for breath, we have a chat with Alex Funk, who is newly-installed as head of investments at Portfoliometrix.He chats with Joseph Wilkins and David Thorpe about the MPS solution...
15 Elo 202424min
What does this week's volatility mean for portfolios?
Just when you thought it was safe to go back in the water, market volatility strikes again.This week Joseph Wilkins and Dave Baxter are joined by Freddy Colquhoun, investment director at JM Finn, to d...
8 Elo 202425min
