How to diversify US equity exposure in the age of Trump
The latest guest on the Asset Allocator podcast is Ben Yaearsley of Fairview Consulting, who joined Contributing editor David Thorpe and chief reporter Joseph Wilkins to discuss diversification within...
21 Tammi 21min
The biggest question impacting portfolios in 2026
Supply shocks from the adoption of AI and as a result of increasingly isolationist trade policies mean markets could be at risk from heightened inflation and volatility, and create uncertainty around ...
8 Tammi 19min
Resilience needed to attract clients to sustainable funds
EQ Investors' head of impact investing Damien Lardoux discusses the evolution of the sustainable investment market with Asset Allocator.The Asset Allocator Podcast discusses the big issues in UK fund ...
11 Joulu 202522min
Ability to pass on tariff costs becoming limited for US companies
US businesses have to date been able to protect their margins and pass on any costs as a result of tariffs, but data indicates this could be coming to an end, according to Peter Dalgliesh, chief inves...
4 Joulu 202520min
Why JM Finn expects muted bond market response to Budget
On the latest edition of the Asset Allocator podcast, Jon Cunliffe of JM Finn discusses the implications of the forthcoming UK Budget and how he sees wider markets, with Asset Allocator chief reporter...
25 Marras 202516min
US market is diversification target for EBI
Jonathan Griffiths, head of investment at EBI, joins the Asset Allocator podcast to discuss his firm's new fund-of-fund range, how he thinks about the role of gold in portfolios, diversification, and ...
20 Marras 202519min
UK equity funds Evelyn Partners are sticking with
Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut.Speaking with A...
13 Marras 202522min
Diversification in an age of uncertainty
The level and nature of risk in markets means diversification must happen within asset classes, not just between them, according to Richard Philbin, an asset allocator at Hawksmoor.Speaking with Asset...
12 Marras 202526min
