In this first edition of the Asset Allocator Podcast of 2024, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Jason Day, senior investment manager at Abrdn.
They discuss how Jason is viewing fixed income as we enter the new year with yields having pushed higher over 2023 and why he thinks this represents a "major reset".
Jason then explains his thinking on UK equities given the recent falls in valuations and how he views the investment case for US large caps.
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.
You can listen to the podcast on Spotify, Apple Podcasts, Acast, Google Podcasts and most other major podcast platforms.
