In this latest episode of the Back of the NAV podcast, Adam Lewis and Julian Marr take advantage of the international break to conduct a ‘portfolio review’, with expert assistance from Chelsea Financial Services and FundCalibre MD Darius McDermott.
CCLA podcast episode 1: Regaining purpose with James Corah
In the first of a series of three podcasts with CCLA Investment Management, James Corah, head of sustainability, argues the industry needs to refocus on its objective of driving genuine change.
Back of the NAV Season 2: Episode 7
The BotNAV co-managers review a fortnight of two halves and discuss how they might steer the portfolio back on track.
Active in Five: Vanguard
In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.
Back of the NAV Season 2: Episode 6
This week, the BotNAV co-managers talk to Tyndall’s James Sullivan about how his four-premium set-up and focus on the ‘points-per-million’ metric has propelled his team towards the top of our league.
CCLA: Looking beyond the metrics
For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.
Baker Steel: Gold rally shows no signs of slowing
Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.
Back of the NAV Season 2: Episode 5
The BotNAV co-managers endure the international break while trying not to mention their best-ever gameweek. (Spoiler alert: They fail.)