Shifting sands

This week David Thorpe, contributing editor at FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, had a chat about how DFMs have been adjusting their portfolios as an uncertain 2023 gets under way.

They discuss the barbell approach which some DFMs appear to be taking towards fixed income duration, the use of infrastructure and the move away from more niche assets like music royalties.

On the equity side, they discuss the ever-growing popularity of Ninety One Global Environment which was only launched in late 2019 and how the equity income mix might change.

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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