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Asset Allocator @assetallocator_

Asset Allocator is an email newsletter providing data and insights for UK DFMs, fund buyers and wealth managers. Sign up here: on.ft.com/3DK59c1

Joined May 2023
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Asset Allocator 100 Club: First winners revealed ft.trib.al/MwkJ7kX

Asset Allocator 100 Club: First winners revealed

Asset Allocator can reveal the first set of winners in its annual 100 club awards.

ftadviser.com
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Why Brooks Macdonald is sticking with its UK equity overweight ft.trib.al/EG74N1s

Why Brooks Macdonald is sticking with its UK equity overweight

Potential gains from the future development of AI and the present low valuations combine to be the reasons why Brooks Macdonald maintain a UK equity overweight, according to the firm’s new chief...

ftadviser.com
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SpaceX was most popular of the unquoted “hyperscalers” among European funds ft.trib.al/lzooesd

SpaceX was most popular of the unquoted “hyperscalers” among European funds

SpaceX’s initial public offering fired the starting gun on a round if IPOs likely to also include peer companies such as OpenAI and Anthropic, which have signalled an intention to hit the markets.

ftadviser.com
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How Atomos portfolios are evolving ft.trib.al/jcizhcI

How Atomos portfolios are evolving

Atonomos offers direct gilt exposure to a handful of clients, as higher yields have reset demand for the asset class.

ftadviser.com
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Cost cuts prove to be key for the DFMs that grew in the past year ft.trib.al/ycqSYnr

Cost cuts prove to be key for the DFMs that grew in the past year

NextWealth’s report into the health of the DFM market is always keenly watched, with eager eyes examining who is up and who is down.

ftadviser.com
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Investors return to North American equities with £1.5bn of April inflow ft.trib.al/dbXxaKk

Investors return to North American equities with £1.5bn of April inflow  

Investors are returning to North American equities after April saw £1.5bn of inflows.

ftadviser.com
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How to invest in space without buying Elon Musk.. ft.trib.al/190aMVR

How to invest in space without buying Elon Musk..

With SpaceX’s long-awaited IPO looming over markets, many investors are pondering what might be possible with the space economy.

ftadviser.com
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Which DFMs will top the performance charts this year? ft.trib.al/mOdFaZx

Which DFMs will top the performance charts this year?

The best of the best in the DFM World will be recognised at the 37th annual Financial Adviser Service Awards, to be held at the Natural History Museum on November 19th.

ftadviser.com
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Emerging and developed market government bonds have “swapped places” ft.trib.al/Ek7I2Jl

Emerging and developed market government bonds have “swapped places”

Popular songs may question where is the love? But financial markets will firmly reply that it is not in bonds.

ftadviser.com
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Banks and insurers key to returns for best performing UK equity income fund of past 20 years ft.trib.al/M2d3Io6

Inside the best performing UK equity income fund of the past 20 years

The JO Hambro UK Equity Income fund is the best performer in its category over the past twenty years, according to data from Lipper.

ftadviser.com
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How Troy’s giant Trojan fund is positioning amid market uncertainty ft.trib.al/58cABSw

How Troy’s giant Trojan fund is positioning amid market uncertainty

Troy’s Trojan fund has long been a behemoth of the multi-asset investing universe, so we thought it a good time to catch-up with Charlotte Yonge, who runs the £5bn strategy with its founder Sebastian...

ftadviser.com
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Which are the most-owned emerging market funds? ft.trib.al/g5ouJPu

Which are the most-owned emerging market funds?

Emerging markets may have spent the past few years lurking in the shadows, but they are beginning to edge back into the spotlight, judging by our latest deep dive into the funds professional invest...

ftadviser.com
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Data shows allocators moving back towards bonds ft.trib.al/T2xsLgL

Data shows allocators moving back towards bonds

UK investors are increasingly turning to fixed income as they look for steadier returns in an uncertain global environment.

ftadviser.com
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Royal London and Artemis top the sales charts in latest Pridham report ft.trib.al/Qh7VFHw

Royal London and Artemis top the sales charts in latest Pridham report

Artemis and Royal London are the bog winners in the latest Pridham Report, those houses topping the net fund sales charts for, we suspect, very different reasons.

ftadviser.com
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How are asset managers actually using AI in their work? ft.trib.al/kcgd9La

How are asset managers actually using AI in their work?

The asset management industry is moving beyond simply experimenting with artificial intelligence to firms increasingly embracing the technology to boost productivity and sharpen investment insight.

ftadviser.com
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Arbuthnot Latham buy more equities . . . and also something esoteric . . . ft.trib.al/4xSZDUs

Arbuthnot Latham buy more equities and also something esoteric . . . 

While markets may have been rattled by the latest geopolitical flare-ups, Arbuthnot Latham is keeping its nerve and leaning further into equities, but have also sought shelter from the storm by...

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Achieving diversification in an age of uncertainty ft.trib.al/TluCef2

Achieving diversification in an age of uncertainty

True diversification involves diversifying within asset classes.

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How L&G won the mandate to run a new multi-asset fund range for Openwork ft.trib.al/uAGlPiP

How L&G won the mandate to run a new multi-asset fund range for Openwork

A desire among some clients to have a lower-cost option that corresponded to their existing risk profile led Omnis, the investment management arm of the Openwork network, to appoint Legal and General...

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How are wealth managers thinking about gilts right now? ft.trib.al/lBh8I0k

How are wealth managers thinking about gilts right now?

Many factors make government bond yields move, with inflation fears, interest rate expectations and political uncertainty all near the top of the list.

ftadviser.com
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Which funds can offer diversification within an equity allocation right now? ft.trib.al/50mHxaK

Which funds can offer diversification within an equity allocation right now?

Investors looking to build a diversified portfolio could benefit from blending growth and value investing styles.

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