How to build more resilient portfolios
With fresh opportunities emerging across equities, fixed income, and alternative assets, where should investors be focusing?That's the question Asset Allocator's Aamina Zafar and David Thorpe put to E...
9 Heinä 23min
Is Passive Investing still passive?
Why do professional investors increasingly avoid the phrase "passive investing"?Dan Caps, portfolio manager at Evelyn Partners, argues that modern index investing is anything but passive. From factor ...
2 Heinä 24min
Two shocks, one boom, and an investment multiverse
AI boom or bubble? Emerging markets comeback? And what do geopolitical shocks mean for investors in 2026? In this episode of the Asset Allocator podcast, FT Adviser editor Simoney Kyriakou sits down w...
25 Kesä 15min
Lessons of history not always useful in active vs passive debate
Is passive investing making markets more concentrated? Will today's AI winners still exist in a decade? And why might cash be one of the most misunderstood assets in investing?In this episode of Asset...
18 Kesä 26min
Currency hedging the key to protecting clients income
Financial advisers must hedge against currency risk if they want to truly protect their client’s income, explains Jason Da Silva, the director of global investment strategy at Arbuthnot Latham.Discuss...
11 Kesä 31min
Emerging and developed market government bonds have "swapped places"
Bond and equity markets are sending very different signals. While stocks continue to rally on optimism around earnings and AI-driven growth, bond investors are grappling with inflation risks, geopolit...
4 Kesä 27min
Is 3% the new 2% when it comes to the UK’s inflation target?
On this week's Asset Allocator, Simoney Kyriakou is joined by Joe Little, chief strategist at HSBC Asset Management, to discuss the diverging opinion between economists and investors over the repercus...
28 Touko 18min
Achieving diversification in an age of uncertainty
There is still a free lunch in diversification, but investors just need to look a bit harder for it and reframe what that means, says David Aujila, multi-asset fund manager at Invesco. Aujla discusses...
21 Touko 22min
