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.
Downing’s Simon Evan-Cook tells the latest edition of the Asset Allocator podcast that he has just 30 per cent of the capital he manages in US funds, and reveals the reasons why.
That is less than half the weighting of the US market in the global benchmark, and he admits it leaves many "aghast".
He also reveals the role cash and bonds play in his portfolios at a time of heightened market stress.
Hosted on Acast. See acast.com/privacy for more information.