This week, while Dave Baxter is on holiday, Asset Allocator writer David Thorpe is joined by Chris Metcalfe, co-founder and chief investment officer at Iboss to discuss whether the US is now cheap enough to increase weightings, on the back of sell-offs at the start of 2022.They also discuss why Chris has started using absolute return funds again for the first time in several years, the prospects for alternatives such as gold and property, and what the movement of bond yields is telling us about fixed income.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.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.

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