FTAdviser Podcast

In this episode of the FT Adviser podcast senior reporter Tom Dunstan speaks with St James’s Place head of economic research, Hetal Mehta, and Ash Ridge independent mortgage and equity release adviser, Jane King, about the latest developments in the mortgage market and their expectations on future interest rates. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

FT Adviser's multimedia editor Carmen Reichman speaks to David Jane, fund manager at Premier Miton, and Will McIntosh-Whyte, fund manager at Rathbones, about what Trump’s economic policies mean for equities and bonds, how they have adapted their investment strategies and why emerging markets might be the unexpected winners from the turmoil. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The income yield available on fixed income assets is likely to be the main driver of returns this year as bond yields won’t fall much further - that was the verdict of the guests on the latest FT Adviser podcast.  David Thorpe, senior investment editor at FT Adviser, discusses the outlook for fixed income portfolios in the year ahead with Damien Hill, strategic bond fund manager at BNY Melon Investments, and Sotirios Nakos, multi-asset investor at Aviva Investors.  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Financial advisers are well aware of risk aversion or a tendency to double down. But there is a fast-growing branch of financial therapy that leans more towards psychotherapy - or talk therapy - than to the theoretical awareness of behavioural psychology. On this weeks' editor's podcast, Vicky Reynal, an author and financial psychotherapist, talks about her work with individual clients and why she teamed up with financial intelligence app Marygold to help people understand their attitudes to money and overcome unhelpful behaviours. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast. Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations.  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.