ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Why 7IM sold out of healthcare"
Episode Synopsis
This week Ben Kumar, head of equity strategy at 7IM, joins David Thorpe and Joseph Wilkins to explain why 7IM sold out their healthcare exposure and which themes they are backing now. They also discuss how he’s approaching dollar weakness and what UK banking stocks can tell us about crypto as an investment.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 episodes of the podcast The Asset Allocator Podcast
US market is diversification target for EBI
20/11/2025
Diversification in an age of uncertainty
12/11/2025
In God we trust