One of the long-running trends in the world of portfolio management has been the gradual fall in average allocations to UK equities.
In this week's edition of the podcast, which is sponsored by Artemis, Joseph Wilkins and David Thorpe are joined by Henry Cobbe, head of research at Elston Consulting, to discuss the outlook for UK equities. They also discuss the dominance US equities have over global equity funds and what alternatives there are.
They also discuss the challenges of building portfolios for retirement in light of the FCA's recent review.
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.
It is available on Spotify, Apple Podcasts, Google Podcasts, Acast and most other major podcast platforms.