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Strategic Asset Allocation 2025 – Q&A with James Flintoft

1 year ago
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In our 2025 Strategic Asset Allocation update Q&A, AJ Bell’s Head of Financial Analysis, Danni Hewson, is joined by AJ Bell Investments’ Head of Investment Solutions James Flintoft.

In the video, James explains how our Strategic Asset Allocation process works, before looking at some of the changes that have recently been made, and why. Topics covered include:

  • why Infrastructure and Property have been removed from the asset allocation process;
  • a rethink of the EM and AC Asia Pacific ex-Japan benchmarks;
  • the outlook for inflation and how this impacts the bond portfolio;
  • an equity rotation into Europe;
  • the risk of concentration in the U.S. market; and
  • key holding changes.


 

For even more information on our Strategic Asset Allocation approach for 2025, head to our dedicated area, where you’ll find our latest brochure, supporting articles and our most recent AJ Bell Funds and Managed Portfolio Service portfolios and reports.

UNDERSTAND OUR PROCESS

James Flintoft

James Flintoft

Head of Investment Solutions

James has over a decade of experience running MPS and managed accounts for intermediaries. After graduating from Northumbria University with a first class degree in Finance & Investment Management, James joined a regional DFM, where he most recently served as Head of Investments. He joined AJ Bell Investments in 2023 as a Fund Manager. James is a CFA charterholder.

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