The Asset Allocator Podcast Asset Allocator

One of the latest entrants to the portfolio management market in the UK has been Soderberg & Partners, the Swedish wealth manager which has already bought up several firms. This week Joseph Wilkins and David Thorpe talk to the head of Soderberg & Partners Asset Management, Fredrik Borjesson, about his new portfolio proposition, home bias, Nordic equities and the next generation of portfolios.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.

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This week we catch up with Ben Seager-Scott, the newly-installed chief investment officer at Mazars. In this week's edition of the podcast, which is supported by Artemis, he has a chat with Joseph Wilkins and David Thorpe about how he's been reacting to shifting central bank rhetoric, why he's not worried about inflation proving sticky, what he's making of the equity rally and why he's sceptical about the growth of the active ETF market.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.

Hosted on Acast. See acast.com/privacy for more information.

On this week's podcast Dave Baxter, funds editor on the Investors Chronicle, and David Thorpe, contributing editor on Asset Allocator, discuss why DFMs are feeling more positive about equities amid the hope that a hard landing has been avoided.
They also discuss the rising average exposure to commodities among allocators in our database and the recent surge in the price of gold, plus they talk about growth's continued dominance over value among fund launches.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.

Hosted on Acast. See acast.com/privacy for more information.

UK equity funds have suffered their fair share of outflows in recent years - though the FTSE 100 recently hit an all time high and many describe UK equities as incredibly cheap.
In this edition of the podcast, which is supported by Artemis, David Thorpe and Joseph Wilkins talk to Ed Legget, who runs the Artemis UK Select fund, about the future prospects of UK equities.
They discuss why some UK equity active managers have struggled for performance, whether UK equities will continue to be this cheap, the impact of the looming general election and the low turnover in Legget's fund.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.

Hosted on Acast. See acast.com/privacy for more information.

This week Shanti Kelemen, chief investment officer at M&G Wealth, joins Joseph Wilkins and David Thorpe to discuss US equities and the extent to which she's worried about volatility caused by the looming presidential election.
They also discuss the state of the wider US economy and whether the divergence between inflation and interest rate expectations are causing her to shift her fixed income allocations.
Kelemen also explains whether she sees value in emerging markets due to shifting monetary policy.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.

Hosted on Acast. See acast.com/privacy for more information.

A lot of the talk relating to changes in monetary policy rotate around their effect on bonds and equities, but this week we have a chat with Bill Dinning, chief investment officer at Waverton, who is paying keen attention to the effect they will have on real assets.
We spoke to Dinning about why he is seeing an opportunity in real assets, how he's adjusting his fixed income allocations and why he's particularly keen on investment trusts at the moment.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.

Hosted on Acast. See acast.com/privacy for more information.