About this episode

Nathan Sweeney discusses the relevance of the active versus passive investing debate and the impact of AI and social media on investing.

Is passive investing making markets more concentrated? Will today's AI winners still exist in a decade? And why might cash be one of the most misunderstood assets in investing? In this episode of Asset Allocator , Nathan Sweeney, chief investment officer for multi-asset at Marlborough, joins Amina Zafar and David Thorpe to discuss how investing is changing in an era of artificial intelligence, social media and information overload. Nathan explains why the active versus passive debate remains relevant, why market concentration may not be the threat many investors believe it is, and why access to information is no longer an advantage for fund managers. He also discusses the rise of AI , the challenge of separating signal from noise , the impact of social media on investor behaviour, and why many investors misunderstand risk, inflation and the role of cash in a portfolio. 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.

People in this episode

Hosts: Amina Zafar, David Thorpe

Guest: Nathan Sweeney

Topics covered

• active vs passive investing
• market concentration
• artificial intelligence
• investor behavior
• risk and inflation
• role of cash

Keywords

• passive investing
• market concentration
• AI winners
• investor behavior
• cash assets
• risk
• inflation

Mentioned in this episode

Organizations: Marlborough

More episodes of The Asset Allocator Podcast

• The momentum behind the AI trade may be breaking down · July 16, 2026 · 27 min
• How to build more resilient portfolios · July 9, 2026 · 23 min
• Is Passive Investing still passive? · July 2, 2026 · 25 min
• Two shocks, one boom, and an investment multiverse · June 25, 2026 · 16 min

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