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Portfolio Adviser

Portfolio Adviser

Portfolio Adviser

A weekly Business podcast
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Portfolio Adviser

Portfolio Adviser

Portfolio Adviser

Episodes
Portfolio Adviser

Portfolio Adviser

Portfolio Adviser

A weekly Business podcast
Good podcast? Give it some love!
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Episodes of Portfolio Adviser

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Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.
Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.
David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.
This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base.
Sanlam UK Group CEO, Jonathan Polin discusses the future of wealth management, the importance technology and lays out the case for vertical integration.
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
John Husselbee, head of Liontrust's multi-asset team joins us for the first podcast of the year to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.
Stephanie Flanders, JP Morgan's chief market strategist for Europe and the UK discusses the demise of deflation, Trump's lifting of animal spirits and the Brexit transition.
Justin Onuekwusi, manager of Legal & General Investment Management’s multi-index range explains why he thinks diversification, while crucial is not enough in the current low-return world and, discusses why great rotation talk is probably a litt
Peter Westaway, chief economist for Europe at Vanguard Asset Management, discusses the import and possible consequences of the Italian referendum, how one should be thinking about bonds and what to look out for in 2017.
Joe Parkin, head of wealth and retail at iShares talks the rise of the digital investor and why financial technology is far more than just robo-advice
European Wealth's Richard Stammers and Nigel Marsh discuss why they like UK equities, the cautious client challenge and why the Trump-led bond rout may not be a bad thing.
Investec Wealth and Investments' head of investment strategy John Wyn Evans talks the impact of a Trump presidency, general geopolitical risk and the importance of reducing one's return assumptions.
In this week's edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency c
On this week's edition, we chat to Peter Toogood, investment director at the Adviser Centre about the changing dynamics within the wealth management sector that lead to the firm's deal with the Embark Group and why markets are looking at a gloo
This week we chat to head of fixed income at Covestone Asset Management, Patrizia Libotte. She discusses the need to reconsider the client conversation and why she likes emerging markets.
In this week's edition of the podcast, labour economist and former Bank of England MPC member, David "Danny" Blanchflower discusses why we appear to be in a period of 'stuckflation' and what can be done to get the global economy out of it.
Hermes Investment Management group chief economist, Neil Williams discusses everything from why macro is likely to remain king to the increasing ill-effects of the QE splint.
International eChem chair, Paul Hodges talks about the challenges posed by slowing birth rates, what it means for long term growth and wonders what is wrong with a little deflation anyway?
Sarasin & Partners, CIO, Guy Monson believes that central bank intervention has been so powerful in recent years that it has bulldozed over all other thematic drivers, but this is beginning to change.
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