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Asset Allocator

from Asset Allocator

Gilt trip

This week Jasper Thornton-Boelman, investment director at Parmenion, joins us to discuss how he has been using bonds in his portfolios recently amid the market turmoil and whether the recent volatility has changed their risk profile.

He also discusses Parmenion's historic preference for direct property over infrastructure and why that is changing. Jasper also explains his approach to equity income and why Parmenion is the only DFM in the Asset Allocator database to use passive funds for UK equity income.

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.

(NB - this podcast was recorded before the Bank of England launched its £65bn bond-buying programme which caused gilt markets to recover sharply)

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