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 FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the free newsletter, click here.
Hosted on Acast. See acast.com/privacy for more information.
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 FT Specialist's newsletter for wealth managers, fund selectors and discretionary fund managers. To sign up to the free newsletter, click here.
Hosted on Acast. See acast.com/privacy for more information.
Typically, fiscal and monetary policy is counter cyclical but in recent years this appears to have changed, most prominently in the US fiscal policy. This is complicating monetary policy and the task of running portfolios.
This week David Thorpe and Joseph Wilkins are joined by Peter Dalgliesh, chief investment officer at Parmenion, to discuss how this is affecting his portfolios and how it is affecting the value and growth styles of investing.
They also discuss seeking downside protection, valuations and whether US markets have reached some sort of new normal.
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.