The Asset Allocator Podcast Asset Allocator

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.

For some time the UK has been described as a bargain, but average exposures to the home market in the Asset Allocator database have not budged.
In this week's podcast, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Darius McDermott, who advises the Chelsea Managed Funds range, to discuss the extent to which the UK is currently a bargain compared to the US.
They also discuss his use of fixed income in an era of peak rates and the wide range of alternative funds which he uses.
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 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.

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.