Episode 33 – Innovative Asset Allocation Thinking with BCA’s Dhaval Joshi

In the latest episode of our award-winning podcast series we are thrilled to host Dhaval Joshi, the Chief Editor of BCA Research’s Counterpoint Strategy Service. This novel publication takes a fresh and innovative approach to Asset Allocation and Investment Strategy, though the conclusions are grounded in some very simple logic and makes for some very convincing reading. We talked to Dhaval about his approach and how this is shaping his current thoughts on broad Asset Allocation, before getting into specific topics such as the potential AI bubble, the bond market, gold and UK equities. A really fascinating and thought-provoking interview – thank you Dhaval and BCA Research.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 17th November 2025.Hosted on Ausha. See ausha.co/privacy-policy for more information.