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Asset Allocator

from Asset Allocator

Factor tilts, the AI boom and SDR rules

 

Portfolio managers are increasingly looking for factor tilts in world where company stocks are tending to be more globalised.

This week Joseph Wilkins and David Thorpe are joined by by Jonathan Griffiths, investment product manager at EBI, to discuss the growing use of factor tilts and which ones he particularly keen on at the moment.

They also discuss the AI boom and how he is approaching that within his portfolios and what he makes of the looming SDR regulations for portfolio managers.

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

It is available on SpotifyApple PodcastsGoogle PodcastsAcast and most other major podcast platforms.

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