Bill Dinning sees an opportunity in real assets
A lot of the talk relating to changes in monetary policy rotate around their effect on bonds and equities, but this week we have a chat with Bill Dinning, chief investment officer at Waverton, who is ...
11 Huhti 202421min
How much of a bargain is the UK?
For some time the UK has been described as a bargain, but average exposures to the home market in the Asset Allocator database have not budged.In this week's podcast, which is supported by Artemis, Da...
4 Huhti 202423min
Fund management's got talent
This week Asset Allocator acting editor Damian Fantato has a chat with funds correspondent Joseph Wilkins and contributing editor David Thorpe about Tam Asset Management's seed funding of future fund ...
28 Maalis 202419min
Why emerging markets are no longer the factories of the world
Investing in emerging markets was once seen as a commodity play but on this week's podcast, which is supported by Artemis, we have a chat with Raheel Altaf, who runs the Artemis SmartGarp Global Emerg...
21 Maalis 202419min
"Therein lies the risk": investing in a manager-led boutique
When high profile fund managers leave big companies to set up on their own, it is often assumed the assets will follow them almost automatically.But this week Joseph Wilkins and David Thorpe have a ch...
14 Maalis 202426min
An emerging dilemma
The debate around China versus India has been a biggest party in town lately, as far as emerging markets are concerned.This week Joseph Wilkins and David Thorpe are joined by Will Bartleet, chief inve...
7 Maalis 202417min
Unpicking the China versus India conundrum
One of the topics of debate in recent months has been the long-term investment case for China versus India.This week Dave Baxter, funds editor on the Investors Chronicle, Asset Allocator funds reporte...
29 Helmi 202416min
What is going on with the US economy?
What with the strong performance of the US market driven by a handful of tech stocks and the looming presidential election, it might feel at times that the US is never far from the news.So on this wee...
22 Helmi 202423min
