asset allocator header image

Asset Allocator

from Asset Allocator

No way home

This week David Thorpe, contributing editor of Asset Allocator, and Dave Baxter, funds editor of Investors Chronicle, are joined by M&G Wealth's chief investment officer Shanti Kelemen.

They discuss whether the considerable and persistent outflows seen from UK equities in recent years is a reaction to shorter-term market factors or a sign that investors are falling out of love with the idea of "home bias".

Overall, since the UK voted to leave the European Union in 2016 there have been outflows of more than £21bn from UK equity funds.

They also discuss whether bonds are cheap yet, and whether the way valuation is communicated is a help or a hinderence.

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.

Get the story behind the stories
The daily newsletter for fund buyers