This week Dave Baxter, funds editor of the Investors' Chronicle, and David Thorpe, contributing editor of FTAdviser, are joined by James Penny, chief investment officer at TAM Asset Management.

They discuss the outlook for the rest of 2022 and why James is sceptical about the idea of a rotation to value, they explore how James has been keeping his portfolios afloat during the past six months and they weigh up the issues of being underweight both equities and fixed income and the use of alternatives.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

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