Oct 29, 202616 min
With bond yields rising, inflation remaining stubborn and US stock markets increasingly dominated by a handful of technology giants, are investors rethinking how they build portfolios? Eric Louw, senior investment...
About this Podcast:
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 All
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
80/100
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What is Asset Allocator about?
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 All
What has Asset Allocator covered recently?
Recent episodes include "Beyond the Magnificent Seven: Where Aberdeen is investing next" (29 October 2026, 16 minutes), "Are rising bond yields a threat to stock markets?" (15 October 2026, 18 minutes), and "Macro factors 'more difficult' to forecast in today's environment, says Keyridge boss" (1 October 2026, 33 minutes).
How often does Asset Allocator publish?
Asset Allocator publishes roughly weekly, with episodes averaging 22 minutes across 182 episodes.
How hard is it to get booked on Asset Allocator?
Booking probability for Asset Allocator is 36%, and the host is rated Selective on guests. Asset Allocator requires a Pod Score of 80 or higher. Asset Allocator's contact route on record: verified email.
Who should pitch Asset Allocator?
The strongest fits for Asset Allocator are Investment Banking & Trading. Asset Allocator has a business audience.
About the host
Asset Allocator is a business podcast with 182 episodes published.
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Recent episodes
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Asset Allocator
Are rising bond yields a threat to stock markets?
Oct 15, 202618 minGovernment bond yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or are bonds becoming a more attractive investment than...
Asset Allocator
Macro factors 'more difficult' to forecast in today's environment, says Keyridge boss
Oct 1, 202633 minForecasting macro factors are much more difficult than they were in the past. That’s the view of Jordan Sriharan who joined this week’s Asset Allocator podcast this week. The senior fund manager for multi asset at...
Sep 24, 202620 minHigher bond yields are transforming the investment case for fixed income . But with inflation remaining elevated, interest-rate expectations shifting and markets volatile, where are the best opportunities for investors...
Asset Allocator
Are we in for an even bigger inflation shock?
Sep 17, 202617 minFears over a lack of de-escalation in Iran and reservations about whether AI companies can continue their trajectory have led to bond market volatility and worryingly persistent inflation. But amid the tumult...
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Asset Allocator
Tech stocks could ‘suffer’ and face a ‘difficult’ time if bond yields continue to rise
Sep 10, 202625 minAre bonds becoming attractive again? Can the AI trade continue to drive equity markets ? And with concerns over government debt , inflation and geopolitical risk mounting, where can investors still find a safe haven...
Sep 3, 202614 minUK equities may look cheap, but are they cheap for a reason? Paul O’Neill, chief investment officer at Bentley Reid , joins the Asset Allocator podcast to explain why global investors should “stay away” from the UK...
Jul 30, 202619 minIn this episode of Asset Allocator , Patrick O'Donnell, chief investment strategist at Omnis, explains why the ongoing conflict in the Middle East could have long-lasting consequences for global markets , inflation and...
Jul 23, 202620 minGold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next? FT Adviser Editor-in-Chief Simoney Kyriakou is joined by Joe Little, Chief Strategist at HSBC Asset...
Asset Allocator
The momentum behind the AI trade may be breaking down
Jul 16, 202627 minRecent activity suggests markets are reconsidering their approach to AI-themed companies , but what's going on exactly? To answer, David Combs, head of multi-asset at Rathbones Asset Management joins Aamina Zafar and...
Asset Allocator
How to build more resilient portfolios
Jul 9, 202623 minWith fresh opportunities emerging across equities, fixed income, and alternative assets, where should investors be focusing? That's the question Asset Allocator's Aamina Zafar and David Thorpe put to Ed Cole, equity...
Asset Allocator
Is Passive Investing still passive?
Jul 2, 202625 minWhy do professional investors increasingly avoid the phrase " passive investing "? Dan Caps, portfolio manager at Evelyn Partners, argues that modern index investing is anything but passive. From factor exposures and...
Asset Allocator
Two shocks, one boom, and an investment multiverse
Jun 25, 202616 minAI boom or bubble? Emerging markets comeback? And what do geopolitical shocks mean for investors in 2026? In this episode of the Asset Allocator podcast, FT Adviser editor Simoney Kyriakou sits down with Joe Little...
Jun 18, 202627 minIs passive investing making markets more concentrated? Will today's AI winners still exist in a decade? And why might cash be one of the most misunderstood assets in investing? In this episode of Asset Allocator...
Asset Allocator
Currency hedging the key to protecting clients income
Jun 11, 202631 minFinancial advisers must hedge against currency risk if they want to truly protect their client’s income, explains Jason Da Silva, the director of global investment strategy at Arbuthnot Latham . Discussing the relevance...
Jun 4, 202627 minBond and equity markets are sending very different signals . While stocks continue to rally on optimism around earnings and AI-driven growth , bond investors are grappling with inflation risks, geopolitical tensions and...
Asset Allocator
Is 3% the new 2% when it comes to the UK’s inflation target?
May 28, 202618 minOn this week's Asset Allocator, Simoney Kyriakou is joined by Joe Little, chief strategist at HSBC Asset Management , to discuss the diverging opinion between economists and investors over the repercussions of the Iran...
Asset Allocator
Achieving diversification in an age of uncertainty
May 21, 202622 minThere is still a free lunch in diversification, but investors just need to look a bit harder for it and reframe what that means, says David Aujila, multi-asset fund manager at Invesco. Aujla discusses what true...
Asset Allocator
Why income portfolios remain relevant in 2026
May 14, 202623 minJames Mee, co‑head of multi‑asset and director at W1M, joins funds reporter Aamina Zafar and contributing editor David Thorpe to discuss the latest developments in markets, and why income portfolios remain key to his...
- May 7, 202621 min
Cranley Macfarlane, head of bespoke private clients and deputy chief investment officer at Church House Investment Management, discusses how client needs are shifting, the use of in-house funds, and whether active...
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