In this Q&A, AJ Bell’s Head of Financial Analysis, Danni Hewson, is joined by AJ Bell Investments’ Head of Investment Solutions, James Flintoft.
Their conversation explores how the Strategic Asset Allocation process works, what recent changes were made for 2026, and the thinking behind those decisions.
Topics covered include:
- taking opportunities in US sectors;
- diversifying in bond markets to manage inflation risk;
- shifting to shorter duration and inflation-protected bonds in the UK and US; and
- how we’ve built resilience for different market environments ahead, including AI exposure.
Understand what’s changed in our portfolios, and why
Visit our Strategic Asset Allocation 2026 page for the latest brochure, articles and our AJ Bell Funds and Managed Portfolio Service portfolios and reports.
The value of investments can go down as well as up and your client may not get back their original investment.
Past performance is not a guide to future performance and some investments need to be held for the long term.
Financial adviser verification
This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below.
We will remember your preference, so you should only be asked to select the appropriate website once per device.