Underweight of the world
This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Penny, chief investment officer at TAM Asset Management.They di...
7 Heinä 202223min
The bonds that tie
One of the biggest questions on the minds of asset allocators at the moment is around the role of bonds in portfolios. It has been a rocky period but from an income perspective, yields have risen.This...
23 Kesä 202224min
Return to growth
On this week's edition of the Asset Allocator Podcast, Ben Gutteridge, director of Invesco's model portfolio service, joins us to discuss why he thinks we have reached peak inflation and why he is opt...
9 Kesä 202223min
No way home
This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor of Investors Chronicle, are joined by M&G Wealth's chief investment officer Shanti Kelemen.They discuss wh...
26 Touko 202220min
Keeping it real
This week Asset Allocator contributor David Thorpe is joined by James Mee, co-head of multi-asset strategies at Waverton.They why James thinks commodity price rises may become "demand destructive", wh...
12 Touko 202216min
It's not that easy being green
This week Asset Allocator contributor David Thorpe is once again flying solo, as Dave Baxter finds something better to do, but he is joined by Stuart Clark, manager of Quilter's Wealthselect portfolio...
28 Huhti 202214min
Gone to look for America
This week, while Dave Baxter is on holiday, Asset Allocator writer David Thorpe is joined by Chris Metcalfe, co-founder and chief investment officer at Iboss to discuss whether the US is now cheap eno...
14 Huhti 202215min
Not all bonds are created equal
This week Darius McDermott, adviser to the Chelsea Managed Fund range, has a chat with Asset Allocator writers Dave Baxter and David Thorpe about moving away from government bonds and why some bonds s...
31 Maalis 202219min
