FTAdviser Podcast

The latest eposide of the FT Adviser podcast brings together a trio of fixed income investors to discuss the outlook for bonds in 2024 and beyond. After two volatile years, will the bulk of the returns come from income or capital growth in this part of the investment universe, and what role do government bonds have in balanced portfolios as yields rise, but volatility remains high? The guests on this edition of the FT Adviser podcast are Lloyd Harris, head of fixed income at Premier Miton; Guillaume Paillat, multi-asset investor at Aviva Investors, and Fahad Hassan, chief investment officer at Albemarle Street Partners. Hosted on Acast. See acast.com/privacy for more information.

2023 saw plenty of upheaval in the financial advice sector, with consolidation continuing and with regulatory changes from the consumer duty to simplified advice. It was also a year of rising interest rates.This week FT Adviser deputy editor Damian Fantato is joined by news editor Amy Austin, deputy news editor Sonia Rach and reporter Tara O'Conner to reflect on the year which has just ended and discuss what 2024 might have in store.They discuss the looming lifetime allowance changes, how the advice-guidance boundary proposals which were announced in December will take shape and the macroeconomic outlook for the coming year.The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Earlier this month the FCA published proposals aimed at widening access to financial advice. They included plans for "targeted support" and a new form of simplified advice.This week, in the final FT Adviser podcast of 2023, deputy editor Damian Fantato is joined by Rachel Vahey, head of public policy at AJ Bell, to discuss the proposals.They explore whether the proposals will advantage larger firms, what smaller firms should do if they want to take advantage and whether this could lead to the cost of advice going up.The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

In a world that is experiencing sudden shifts between different economic scenarios, building an investment portfolio has arguably become more challenging. And even for those multi-asset investors, whose strategies are meant to offer flexibility to meet investment goals with broad options for investing across sectors, and more diversification than other investment strategies, can they really rely on how they have always done things?With the 60/40 approach having worked in the decades leading up to 2020, we are now in a new normal of higher rates and higher inflation, so what does this mean for investment approaches? And how can multi-asset investors achieve true diversification in this new normal?On this latest podcast, FT Adviser deputy features editor Ima Jackson-Obot is joined by Lindsay James, investment strategist at Quilter Investors and Philip Chandler, head of UK multi-asset at Schroders.The FT Adviser podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, FT Adviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

The past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics.This week David Thorpe, investment editor on FTAdviser, is joined by Richard Saldanha, global equity fund manager at Aviva Investors, Mark Preskett, portfolio manager at Morningstar, and Guy Foster, chief strategist at Brewin Dolphin, to reflect on the past year in markets and look forward to 2024.They discuss the concentration of the US stock market around a few tech stocks, the role of UK equities, whether now is a time for investors to focus on quality and the recession which was predicted but never arrived.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Looking after a client's mental wellbeing is as much part of a financial adviser's job as making sure staff and they themselves are happy and content. In this episode of the FTAdviser In Focus podcast we hear from three advisers about working with vulnerability both in the workplace and with clients. Hosted on Acast. See acast.com/privacy for more information.

The Office for Budget Responsibility has predicted that in 2024 house prices will go down by about 5 per cent, with transactions falling by 7 per cent.On this week's podcast FTAdviser reporter Tom Dunstan talks to Martin Stewart, director of London Money, and Tony Hall, head of business development at Saffron for Intermediaries, about what effect this might have.They discuss whether the forecasts should be taken as gospel, how mortgage brokers can "keep the lights on" during a slower year and which parts of the mortgage market might be worst hit.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

After a 2-year post-pandemic inflation surge, the global economy eases from extensive fiscal and monetary interventions. Central banks reassess recession risks, signalling potential investment opportunities as volatility reawakens. This content was paid for by PIMCO and produced in partnership with the Financial Times Commercial department. Hosted on Acast. See acast.com/privacy for more information.

At the Autumn Statement the government confirmed that it would be scrapping the lifetime allowance from early April, ignoring pleas from the industry for more time to prepare.So what do advisers, pension providers and platforms have to do now to prepare?This week FTAdviser news editor Amy Austin is joined by Andrew Tully, technical services director at Nucleus, and Jon Greer, head of retirement policy at Quilter, to find out.As well as plans for preparing for the change they discuss the consequences of the LTA being scrapped, what clarity is still needed from the government ahead of April 6 and whether this actually makes pensions more complicated.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

In this podcast, sponsored by Columbia Threadneedle Investments, FTAdviser's investment editor David Thorpe talks to Tammie Tang, the lead manager of the CT UK Social Bond fund.They discuss how a bond fund manager can deliver an impact, and why Tang takes a regional and a demographic focus.Tang also explains why she thinks the "greenium" - or green premium - is often small or non-existent and why it's better to focus on market sentiment. Hosted on Acast. See acast.com/privacy for more information.