Our UK Chief Investment Officer, Alex Funk, recently participated in CityWire’s MPS Allocator Roundtable, where he shared valuable insights on key market trends and PortfolioMetrix’s investment approach for 2025.
The conversations covered a wide range of topics, from global market dynamics to sector-specific strategies. We're pleased to announce that the episodes are now live! Here’s what you can expect:
Episode 1 - Bonds & Volatility
The series begins with a discussion on the sharp volatility in bond markets. Alex outlined PortfolioMetrix’s deliberate approach to fixed income, emphasising the importance of maintaining exposure across core bond markets while strategically capitalising on the increased yields available.
Watch the episode here.
Episode 2 - China & Emerging Markets
The second episode explores China’s evolving role in global markets. The panel explored the recent surge in ex-China Emerging Market funds and examined whether this represents a peak in capitulation or a potential shift in allocator sentiment. They also highlighted the potential for renewed stimulus in the region as a result of trade tensions from previous US policies.
Watch the episode here.
Episode 3 - US Markets & the Magnificent 7
In this episode, Alex analysed the dominance of the "Magnificent 7" stocks and their impact on US and global markets. He emphasised the structural importance of US Small Caps, noting that true investment opportunities require a broader view of the US market beyond just the S&P 500.
Watch the episode here.
Episode 4 - UK Equity
The discussion shifted to UK equities, with Alex addressing whether 2025 might be the year they gain renewed attention. Rather than focusing solely on short-term catalysts, he highlighted the defensive characteristics of the UK market and its role in providing essential diversification within a broader portfolio.
Watch the episode here.
Episode 5 - Private Assets & Liquidity Considerations
This episode centers on private assets, a growing area of interest for investors. The panel examined the liquidity profile of private investments and the implications for retail investors. Alex also discussed the development of a Private Markets Model Portfolio designed as a distinct allocation that acknowledges the unique return and risk dynamics of private investments.
Watch the episode here.
Episode 6 - Our Best Investment Ideas
In the final episode of our series, MPS managers reveal the funds that they’re buying.
Watch the episode here.
