Why this allocator is 30% underweight to the US
Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why. That is less than hal...
31 Heinä 202525min
What is the best way to buy an index fund?
Rob Starkey, multi-asset investor at PortfolioMetrix, joins the latest edition of the Asset Allocator podcast to give his take on the different elements to consider when choosing index funds, ranging ...
24 Heinä 202530min
Is active management reaching a turning point?
The market turbulence of this year could mean actively managed funds come back into fashion, says David Aujla, multi-asset portfolio manager at Invesco, on the latest edition of the Asset Allocator po...
17 Heinä 202523min
Why 7IM sold out of healthcare
This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which themes they are backing now. They also discus...
10 Heinä 202524min
Can anything stop the S&P 500 from going up?
Despite what may seem like Donald Trump’s best attempts, the S&P 500 continues to rise ever upwards.This week Dave Baxter and Joseph Wilkins talk to Ernst Knacke, head of investment research at Shard ...
3 Heinä 202523min
Can a portfolio ride out every bump?
This week saw the launch of Shard Capital's 'permanent portfolios' which shun the traditional 60:40 model to create a proposition to protect against major drawdowns that could result from macroeconomi...
26 Kesä 202520min
Is American exceptionalism over?
Ever since Donald Trump announced he was "reforming" the US approach to trade, the question of whether the American equities and government bonds will continue to hold their pre-eminent position has b...
19 Kesä 202515min
What role does factor investing play?
A lot of focus recently has been on the pros and cons of equal-weight exposure but other factors are available, such as minimum volatility, momentum and value.This week David Thorpe and Joseph Wilkins...
12 Kesä 202518min
