Cautiously does it
This week David Thorpe and Dave Baxter are joined by contributor Joseph Wilkins. They discuss the shifts in allocation seen in cautious portfolios in recent months, with equities down and fixed income...
16 Marras 202313min
China in your hands
This week David Thorpe is joined by Haig Bathgate, head of investments at Atomos, to discuss why he's so positive on China at the moment and the potential impacts of the geopolitical tensions between ...
2 Marras 202318min
East is for income
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, discuss the most popular funds held in income portfolios.They look at the UK ...
19 Loka 202316min
Is the 60/40 portfolio back?
This week David Thorpe, contributing editor at Asset Allocator, and Dave Baxter, funds editor on the Investors' Chronicle, are joined by Roger Aliaga-Diaz, global head of portfolio construction at Van...
5 Loka 202320min
Positive thinking
Asset Allocator has recently started gathering and analysing DFM sentiment to different asset classes. In this week's edition of the podcast David Thorpe, contributing editor of Asset Allocator, and D...
21 Syys 202317min
Emerging opportunities
The Asset Allocator Podcast is back from its summer break, but two of its hosts are not: deputy editor Damian Fantato sits in while Dave Baxter and David Thorpe are away to have a chat with Alex Funk,...
7 Syys 202320min
Money market moves
In this episode, Giles Parkinson, senior fund manager at Close Brothers Asset Management and David Baxter, funds editor at Investor's Chronicle, speak to Asset Allocator's contributing editor David Th...
3 Elo 202320min
Balancing act
Since we have passed the half way point of 2023, Asset Allocator contributing editor David Thorpe and Damian Fantato have a chat about how balanced portfolio allocations have changed over the course o...
20 Heinä 202315min
