With Donald Trump in the White House and China pursuing its AI ambitions, it seems like 2025 is going to be a volatile year.
This week David Thorpe and Joseph Wilkins have a chat with Eren Osman, head of investment management at Arbuthnot Latham, to discuss how he is managing portfolios through this volatility.
They also discuss whether the antics of the new Trump administration are changing the calculation for gilts versus Treasuries and whether the launch of Deepseek's chatbot has affected Osman's exposure to the semiconductor industry.
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.
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