The future's bright, the future's managed
Many of the discussions which are held about portfolios at the moment centre around macro questions.This week David Thorpe and Joseph Wilkins are joined by Ernst Knacke, head of investment research at...
1 Elo 202419min
Can you beat the house?
Some investors might wonder what the point is of trying to outperform the US market when simply buying an S&P 500 tracker has delivered pretty substantial returns.But this week David Thorpe, Dave Baxt...
25 Heinä 202424min
Reasons to be fearful
The recent success of the so-called magnificent seven stocks has caused plenty of pause for thought so far this year.In the latest edition of the Asset Allocator Podcast, we speak to James Crocker of ...
18 Heinä 202426min
Factor tilts, the AI boom and SDR rules
This week Joseph Wilkins and David Thorpe are joined by Jonathan Griffiths, investment product manager at EBI, to discuss the growing use of factor tilts and which ones he particularly keen on at the ...
11 Heinä 202418min
'The role of bonds and equities in portfolios has switched'
In this podcast, Asset Allocator chief reporter Joseph Wilkins, contributing editor David Thorpe and Jason Borbora-Sheen talk about the importance of diversification when it comes to fixed income port...
4 Heinä 202423min
Don't leave me this way
This year has so far been dominated by two-high profile examples of the rule at play: Ben Whitmore’s forthcoming departure from Jupiter, and Mike Riddell’s more abrupt exit from Allianz.Plus Peter Rut...
27 Kesä 202423min
Staying on theme with global equities
Many investors focus on the ups and downs of particular countries and regions, but in a globalised world themes are becoming an increasingly important factor in allocation.This week, while David Thorp...
20 Kesä 202418min
On the money market
One of the challenges faced by investment managers lately has been the relative attractiveness of money market funds, given the current macro environment.This week David Thorpe and Joseph Wilkins are ...
13 Kesä 202421min
