The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, ‘portfolio rebalance’.
Fund in Five: Artemis UK Select Fund
In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.
UK in Five: Artemis UK equity team
In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.
CCLA podcast episode 2: Quality stamp with Charlotte Ryland and Joe Hawkes
In the second of a series of three podcasts with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to financials and how they fit into a quality portfolio.
Back of the NAV Season 2: Episode 9
The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, ‘portfolio rebalance’.
Fund in Five: Artemis US Smaller Companies Fund
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.
Back of the NAV Season 2: Episode 8
The BotNAV co-managers look beyond combined mediocrity (and individual success) to the shiny new beginnings that only a wild card can promise.
Fund in Five: AXA Global Short Duration Bond Fund
In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.