On this week's edition of the Asset Allocator Podcast, Ben Gutteridge, director of Invesco's model portfolio service, joins us to discuss why he thinks we have reached peak inflation and why he is optimistic about growth investing.He joins David Thorpe, contributing editor of FTAdviser, and Dave Baxter, funds editor on the Investors Chronicle, to discuss the areas he's looking to move into as a result of his positive outlook.Gutteridge also explains why he is moving into government bonds despite his optimism and he weighs up the prospects of a recession and its impacts.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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