65 episodes

Every few weeks the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how DFMs are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.
Asset Allocator is FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the newsletter, visit accounts.ftadviser.com/assetallocator.

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

The Asset Allocator Podcast Asset Allocator

    • Business

Every few weeks the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how DFMs are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.
Asset Allocator is FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the newsletter, visit accounts.ftadviser.com/assetallocator.

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

    Fund management's got talent

    Fund management's got talent

    This week Asset Allocator acting editor Damian Fantato has a chat with funds correspondent Joseph Wilkins and contributing editor David Thorpe about Tam Asset Management's seed funding of future fund management talent.
    They also discuss the British Isa, which was launched earlier this month at the Budget, and the use of UK equities by some portfolio managers. Then they discuss bonds, alternatives and whether the turbulent economic period we are in will give rise to changing demands from portfolio managers.
    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.

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

    • 19 min
    Why emerging markets are no longer the factories of the world

    Why emerging markets are no longer the factories of the world

    Investing in emerging markets was once seen as a commodity play but on this week's podcast, which is supported by Artemis, we have a chat with Raheel Altaf, who runs the Artemis SmartGarp Global Emerging Market Equity fund to discuss how this has changed.
    He joined David Thorpe, contributing editor on Asset Allocator, and Joseph Wilkins, funds correspondent on Asset Allocator, to talk about the changing face of emerging market investing, the role of China, and where he sees the next stage of emerging market growth coming from.
    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.

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

    • 19 min
    "Therein lies the risk": investing in a manager-led boutique

    "Therein lies the risk": investing in a manager-led boutique

    When high profile fund managers leave big companies to set up on their own, it is often assumed the assets will follow them almost automatically.
    But this week Joseph Wilkins and David Thorpe have a chat with Mark Preskett, portfolio manager at Morningstar, to discuss the challenges of operational due diligence on boutique fund houses which have been set up by one fund manager.
    They also discuss why he is taking a "patient" exposure to China and whether US multiples are sustainable.
    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.


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

    • 26 min
    An emerging dilemma

    An emerging dilemma

    The debate around China versus India has been a biggest party in town lately, as far as emerging markets are concerned.
    This week Joseph Wilkins and David Thorpe are joined by Will Bartleet, chief investment officer at Pacific Asset Management, who has a higher exposure to emerging markets than his peers, to discuss his views on the region.
    They also discuss his large exposure to global equity funds and how he uses alternatives.
    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.

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

    • 17 min
    Unpicking the China versus India conundrum

    Unpicking the China versus India conundrum

    One of the topics of debate in recent months has been the long-term investment case for China versus India.
    This week Dave Baxter, funds editor on the Investors Chronicle, Asset Allocator funds reporter Joseph Wilkins and contributing editor David Thorpe have a chat about the choices allocators are making in respect of India and China, and how this is reflected in the emerging market funds they are using.
    They also discuss the issue of fund costs and the changing popularity of funds in the UK growth space.
    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.

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

    • 16 min
    What is going on with the US economy?

    What is going on with the US economy?

    What with the strong performance of the US market driven by a handful of tech stocks and the looming presidential election, it might feel at times that the US is never far from the news.
    So on this week's podcast, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Cormac Weldon, head of US equities at Artemis, to dissect matters.
    They discuss the state of the US economy, whether the upcoming presidential election represents political risk, what has become of the American consumer and inevitably the Magnificent Seven.
    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.

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

    • 23 min

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