Asset Allocator
By Asset Allocator
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Episodes: 164
Description
Every week the Asset Allocator Podcast discusses the big issues in UK fund selection, the major investment trends of the moment, and exclusive data on how wealth managers are positioning their portfolios. They'll be joined by guests from across the profession to unpick some of these trends.
Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. To sign up to the free newsletter, click here.
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| Episode | Date |
|---|---|
|
Achieving diversification in an age of uncertainty
|
May 21, 2026 |
|
Why income portfolios remain relevant in 2026
|
May 14, 2026 |
|
Why active fund management still has a role to play in portfolios
|
May 07, 2026 |
|
Diversification is not a free lunch for investors
|
Apr 30, 2026 |
|
Inflation protection a major priority for Pictet’s multi-asset boss
|
Apr 23, 2026 |
|
Quilter WealthSelect boss: What 20 years in the MPS market has taught me
|
Apr 16, 2026 |
|
RBC Brewin Dolphin: We have moved away from the 60/40 portfolio
|
Apr 09, 2026 |
|
Why Isio have no government bonds in their MPS
|
Apr 02, 2026 |
|
Why there are no safe havens left
|
Mar 26, 2026 |
|
How Fidelity think about risk in their new MPS
|
Mar 19, 2026 |
|
Govt bonds ‘still the best safe haven and store of capital’
|
Mar 12, 2026 |
|
What 7IM means by rules-based investing
|
Mar 05, 2026 |
|
Volatility means active management now increasingly attractive in US
|
Feb 26, 2026 |
|
Why One Four Nine Group has cut its equity exposure by 5%
|
Feb 24, 2026 |
|
Is active management making a comeback?
|
Feb 12, 2026 |
|
How Canaccord Wealth are allocating to profit from dollar weakness
|
Feb 05, 2026 |
|
Assets to own to protect against a Trump-induced market shock
|
Jan 29, 2026 |
|
How to diversify US equity exposure in the age of Trump
|
Jan 21, 2026 |
|
The biggest question impacting portfolios in 2026
|
Jan 08, 2026 |
|
Resilience needed to attract clients to sustainable funds
|
Dec 11, 2025 |
|
Ability to pass on tariff costs becoming limited for US companies
|
Dec 04, 2025 |
|
Why JM Finn expects muted bond market response to Budget
|
Nov 25, 2025 |
|
US market is diversification target for EBI
|
Nov 20, 2025 |
|
UK equity funds Evelyn Partners are sticking with
|
Nov 13, 2025 |
|
Diversification in an age of uncertainty
|
Nov 12, 2025 |
|
Why Tatton are underweight US equities and overweight Japan
|
Oct 30, 2025 |
|
Why reducing Japanese equity exposure now is sensible portfolio management
|
Oct 23, 2025 |
|
Resurgence of strategic bond funds "not surprising"
|
Oct 09, 2025 |
|
How the Schroders multi-asset team is reacting to dollar weakness
|
Oct 02, 2025 |
|
Why earnings growth justifies US tech stock outperformance
|
Sep 25, 2025 |
|
Which is the last cheap equity market in the world?
|
Sep 17, 2025 |
|
Inside Quilter's passive alternatives strategy
|
Sep 10, 2025 |
|
Why boutique fund managers represent a compelling opportunity
|
Sep 04, 2025 |
|
Why this allocator is 30% underweight to the US
|
Jul 31, 2025 |
|
What is the best way to buy an index fund?
|
Jul 24, 2025 |
|
Is active management reaching a turning point?
|
Jul 17, 2025 |
|
Why 7IM sold out of healthcare
|
Jul 10, 2025 |
|
Can anything stop the S&P 500 from going up?
|
Jul 03, 2025 |
|
Can a portfolio ride out every bump?
|
Jun 26, 2025 |
|
Is American exceptionalism over?
|
Jun 19, 2025 |
|
What role does factor investing play?
|
Jun 12, 2025 |
|
How is the economic cycle affecting portfolios?
|
Jun 05, 2025 |
|
Should UK gilts do the twist?
|
May 29, 2025 |
|
What's the case for increasing exposure to the US?
|
May 22, 2025 |
|
The struggles of measuring MPS performance
|
May 15, 2025 |
|
Do risk variable portfolios work?
|
May 08, 2025 |
|
Can you diversify away from tariff volatility?
|
May 01, 2025 |
|
Market turmoil reveals the perils of owning US tracker funds
|
Apr 24, 2025 |
|
How Donald Trump liberated the markets from going up
|
Apr 17, 2025 |
|
What’s the role for high yield bonds?
|
Apr 10, 2025 |
|
Can gold's growth be sustained?
|
Apr 03, 2025 |
|
Has Europe's time come?
|
Mar 27, 2025 |
|
Is now the time to worry about the US economy?
|
Mar 20, 2025 |
|
What to make of the US stock slide
|
Mar 13, 2025 |
|
Mitigating 2024's rise in fund manager moves
|
Mar 06, 2025 |
|
Are we at an inflection point for political risk?
|
Feb 27, 2025 |
|
Are equal-weight indices all they’re cracked up to be?
|
Feb 20, 2025 |
|
Is volatility back for good?
|
Feb 13, 2025 |
|
Benchmarking for success
|
Feb 06, 2025 |
|
What to make of this week's AI rout?
|
Jan 30, 2025 |
|
Why Gam has such a large exposure to US equities
|
Jan 23, 2025 |
|
Why is RSMR's Stewart Smith such a big fan of Japan?
|
Jan 16, 2025 |
|
Which US equity funds outperformed in 2024?
|
Jan 09, 2025 |
|
What does the future have in store for MPS?
|
Dec 19, 2024 |
|
What's the outlook for 2025?
|
Dec 12, 2024 |
|
Is the US fiscal deficit about to balloon - and does it even matter?
|
Dec 05, 2024 |
|
Budget changes to Aim markets was 'not woeful'
|
Nov 28, 2024 |
|
Is there still value in US equities?
|
Nov 21, 2024 |
|
What could a Trump presidency mean for portfolios?
|
Nov 14, 2024 |
|
What's the outlook for UK equities?
|
Nov 07, 2024 |
|
How Premier Miton's new MPS head runs his portfolios
|
Oct 31, 2024 |
|
What to make of the China stimulus
|
Oct 24, 2024 |
|
Will cost disclosure rule changes spur interest in investment trusts?
|
Oct 17, 2024 |
|
How will China's stimulus affect the rest of the world?
|
Oct 10, 2024 |
|
How sustainable are sustainable portfolios?
|
Oct 03, 2024 |
|
What really drives returns?
|
Sep 26, 2024 |
|
An emerging opportunity
|
Sep 19, 2024 |
|
Going in cycles
|
Sep 12, 2024 |
|
All things being equal
|
Sep 05, 2024 |
|
What's the risk?
|
Aug 15, 2024 |
|
What does this week's volatility mean for portfolios?
|
Aug 08, 2024 |
|
The future's bright, the future's managed
|
Aug 01, 2024 |
|
Can you beat the house?
|
Jul 25, 2024 |
|
Reasons to be fearful
|
Jul 18, 2024 |
|
Factor tilts, the AI boom and SDR rules
|
Jul 11, 2024 |
|
'The role of bonds and equities in portfolios has switched'
|
Jul 04, 2024 |
|
Don't leave me this way
|
Jun 27, 2024 |
|
Staying on theme with global equities
|
Jun 20, 2024 |
|
On the money market
|
Jun 13, 2024 |
|
The challenge of building portfolios for retirement
|
Jun 06, 2024 |
|
Good alpha is so hard to find
|
May 30, 2024 |
|
How the high yield bond market is changing
|
May 23, 2024 |
|
How a Swedish wealth manager tailored its MPS to UK investors
|
May 16, 2024 |
|
Is inflation's stickiness something to worry about?
|
May 09, 2024 |
|
Has a new spring sprung for equities?
|
May 02, 2024 |
|
Will UK equities continue to be this cheap?
|
Apr 25, 2024 |
|
Priced for perfection?
|
Apr 18, 2024 |
|
Bill Dinning sees an opportunity in real assets
|
Apr 11, 2024 |
|
How much of a bargain is the UK?
|
Apr 04, 2024 |
|
Fund management's got talent
|
Mar 28, 2024 |
|
Why emerging markets are no longer the factories of the world
|
Mar 21, 2024 |
|
"Therein lies the risk": investing in a manager-led boutique
|
Mar 14, 2024 |
|
An emerging dilemma
|
Mar 07, 2024 |
|
Unpicking the China versus India conundrum
|
Feb 29, 2024 |
|
What is going on with the US economy?
|
Feb 22, 2024 |
|
Taking the risk on US equities
|
Feb 15, 2024 |
|
What's the investment case for US equities?
|
Feb 08, 2024 |
|
Why is Fundsmith Equity still so popular?
|
Feb 01, 2024 |
|
The challenges facing fixed income
|
Jan 25, 2024 |
|
Where do allocators stand on the value vs growth debate?
|
Jan 18, 2024 |
|
New year brings 'major reset' for bond investing
|
Jan 11, 2024 |
|
Investing home for Christmas
|
Dec 14, 2023 |
|
Rise of the machines?
|
Nov 30, 2023 |
|
Cautiously does it
|
Nov 16, 2023 |
|
China in your hands
|
Nov 02, 2023 |
|
East is for income
|
Oct 19, 2023 |
|
Is the 60/40 portfolio back?
|
Oct 05, 2023 |
|
Positive thinking
|
Sep 21, 2023 |
|
Emerging opportunities
|
Sep 07, 2023 |
|
Money market moves
|
Aug 03, 2023 |
|
Balancing act
|
Jul 20, 2023 |
|
Simon Evan-Cook on his return to multi-asset
|
Jul 06, 2023 |
|
Go east
|
Jun 22, 2023 |
|
Hit parade: Asset Allocator 100 Club 2023
|
Jun 08, 2023 |
|
Keep the home fires burning
|
May 25, 2023 |
|
The Irrefutable Proof
|
May 11, 2023 |
|
Income conundrums
|
Apr 27, 2023 |
|
State of the inflation
|
Apr 13, 2023 |
|
Show me the money
|
Mar 30, 2023 |
|
Sustaining sustainable funds
|
Mar 16, 2023 |
|
Point of no absolute return
|
Mar 02, 2023 |
|
Incoming in from the cold
|
Feb 16, 2023 |
|
Shifting sands
|
Feb 02, 2023 |
|
Home comforts
|
Jan 19, 2023 |
|
New year, same conundrums
|
Jan 05, 2023 |
|
New year resolutions
|
Dec 08, 2022 |
|
Quality Street
|
Nov 24, 2022 |
|
Currency conversion
|
Nov 10, 2022 |
|
Hard landing
|
Oct 27, 2022 |
|
Hot property
|
Oct 13, 2022 |
|
Gilt trip
|
Sep 29, 2022 |
|
'There are no panaceas'
|
Sep 15, 2022 |
|
It cuts both ways
|
Sep 01, 2022 |
|
How green was my portfolio
|
Aug 04, 2022 |
|
That's not your style
|
Jul 21, 2022 |
|
Underweight of the world
|
Jul 07, 2022 |
|
The bonds that tie
|
Jun 23, 2022 |
|
Return to growth
|
Jun 09, 2022 |
|
No way home
|
May 26, 2022 |
|
Keeping it real
|
May 12, 2022 |
|
It's not that easy being green
|
Apr 28, 2022 |
|
Gone to look for America
|
Apr 14, 2022 |
|
Not all bonds are created equal
|
Mar 31, 2022 |
|
Cash in the attic
|
Mar 17, 2022 |
|
Risky business
|
Mar 03, 2022 |
|
The concentration conundrum
|
Feb 17, 2022 |
|
Going in and out of style
|
Feb 03, 2022 |
|
Challenging the bond bears
|
Jan 19, 2022 |
|
Capacity, liquidity, and due diligence
|
Nov 11, 2021 |
|
What role are alternatives playing in portfolios in 2021?
|
Oct 07, 2021 |
|
How the ESG era is changing fund buy-lists
|
Sep 16, 2021 |
|
DFMs' model portfolios uncovered
|
Jun 24, 2021 |
|
How big a threat is inflation to portfolios?
|
Jun 10, 2021 |
|
Was November 2020 a turning point for fund selectors?
|
May 27, 2021 |