How Fidelity think about risk in their new MPS
Caroline Shaw, who jointly runs the new model portfolio range at Fidelity, discusses how she hopes to stand out in a crowded market, and how she thinks about risk management at a time of elevated vola...
19 Maalis 33min
Govt bonds ‘still the best safe haven and store of capital’
James Klempster, Liontrust's deputy head of multi-asset, discusses portfolio construction at a time of severe market strife with FT Adviser's Tara O'Connor and Asset Allocator's contributing editor Da...
12 Maalis 16min
What 7IM means by rules-based investing
Shanti Kelemen, co-CIO of 7IM, discusses how her firm uses rules-based investing when creating portfolios and how those rules evolve in different market conditions.The Asset Allocator Podcast discusse...
5 Maalis 17min
Volatility means active management now increasingly attractive in US
Alex Harvey, senior portfolio manager at Momentum Global Investment Management, discusses the changing nature of allocations to US equities, his views on gold and alternative assets, and more, in the ...
26 Helmi 20min
Why One Four Nine Group has cut its equity exposure by 5%
Bevan Blair, chief investment officer at One Four Nine Group discusses his recent decision to reduce the equity exposure across all client portfolios, why gold is not an investible asset class, and wh...
24 Helmi 17min
Is active management making a comeback?
Andrew Spence, founder of Aspen Advisers, discusses the perils of concentration risk in equity portfolios and the options for achieving diversification, with chief reporter Joseph Wilkins and contribu...
12 Helmi 17min
How Canaccord Wealth are allocating to profit from dollar weakness
Richard Champion, co-chief investment officer at Canaccord Wealth, joins Asset Allocator contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss the firm's exposure to assets tha...
5 Helmi 16min
Assets to own to protect against a Trump-induced market shock
Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, discusses the options for investors looking for diversification in an era of frequent market shocks, with Asset Allocator ch...
29 Tammi 18min
