Asset Allocator

Why Isio have no government bonds in their MPS

Asset Allocator

Show Notes

At a time when most investors are chasing the next shiny thing, Isio portfolio manager Daniel Nielsen is dusting off an old classic and bringing asset-backed securities back into the conversation, with Asset Allocator's contributing editor David Thorpe, and editor of FT Adviser Simoney Kyriakou.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

More from Asset Allocator

Oct 22, 2026

Commodities should serve as a reliable safe haven in the event of an equity downturn next year according to Trevor Greetham, head of multi-asset at Royal London Asset Management, who shared his prediction when he joined this week’s Asset Allocator podcast.

Oct 15, 2026

Government bond yields are approaching five per cent, raising a crucial question for investors: could higher interest rates threaten global stock markets, or are bonds becoming a more attractive investment than equities?

Oct 8, 2026

How should investors build a diversified portfolio when bond yields are rising, inflation remains a risk and the AI boom is reshaping global equity markets?

Oct 1, 2026

Forecasting macro factors are much more difficult than they were in the past.

Sep 24, 2026

Higher bond yields are transforming the investment case for fixed income. But with inflation remaining elevated, interest-rate expectations shifting and markets volatile, where are the best opportunities for investors?

See all episodes →