HeyJaredThe Asset Allocator 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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 17, 2026
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- Earliest in this view
- Sep 10, 2026
Latest episodes
Are we in for an even bigger inflation shock? (opens the original)
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Fears 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, stocks and emerging markets have remained surprisingly resilient. Joe Little, chief strategist for HSBC Asset Management, sits down with FT Adviser's Simoney Kyriakou to discuss why stocks and EMs have remained impervious to the volatility in the bond markets. Joe and Simoney discuss what'
Emerging and developed market government bonds have "swapped places" (opens the original)
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Bond 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 mounting government debt. In this episode of the Asset Allocator Podcast , Aamina Zafar and David Thorpe are joined by Henry Cobbe, head of research at Elston Consulting, to discuss whether investors need to rethink traditional portfolio construction. The conversation explores wh
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