FTAdviser Podcast

Nathan Sweeney, Chief Investment Officer for Multi-Asset at Marlborough, Rupert Thompson, Chief Economist at Kingswood, and Hugh Gimber, Market Strategist at JP Morgan discuss diversification in a higher inflation world. They explore the impact of quantitative easing and interest rates on bonds and equities, the importance of geographical diversification, the question of US exceptionalism, implementing a tactical asset allocation view, and the role of alternative investments in portfolio diversification.

Attracting the next generation of clients is vital for the financial advice industry. But what's an effective way to do it? Thinking about technology seems a good starting point...In this week's podcast FT Adviser senior reporter Alina Khan is joined by Ben Barratt from First Sentinel Wealth and Benchmark's Gillian Hepburn to discuss the great wealth transfer.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.

Mortgage brokers and financial advisers have hopped onto social media and are increasingly doing live streams on the platforms such as TikTok to answer any questions people may have about their finances.But this raises the question of does this blend advice and guidance?Amy Austin, news editor at FTAdviser speaks to financial coach Philly Ponniah and Stephen Perkins at YellowBrick Mortgages about the emergence of advisers on social media and what this could mean for the advice/guidance boundary. Hosted on Acast. See acast.com/privacy for more information.

Late last year the Financial Conduct Authority announced it would be forming a working group to look at how its SDR rules on greenwashing would affect advisers rather than publishing rules on the issue.In this week's podcast FT Adviser deputy editor Damian Fantato is joined by Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, and Luke Murray, consultant at Bovill, to discuss what the rules on ESG are for advisers at the moment, what gaps there are in those rules and what the advice working group might focus on.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 this episode of the FT Adviser In Focus podcast, we look at the year ahead for investments. We speak to three fund managers about their views on inflationary pressures, geopolitical uncertainty and the effect any upcoming elections might have on equity and bond markets. Hosted on Acast. See acast.com/privacy for more information.

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.