Back of the net asset value – ep 21
The BotNAV co-managers are joined by special guest Justin Onuekwusi, CIO of St James’s Place, who makes an ingenious case for thinking longer-term in FPL.
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Author: adriandobbie
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Back of the net asset value – ep 20
The BotNAV co-managers are joined by special guest Christian Mayes, investment reporter at Portfolio Adviser, who they hope will help turnaround their fortunes.
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The Diversifiers: Matthew Norris, VT Gravis UK Listed Property fund
In the latest of The Diversifiers series, Adam Lewis talks to Matthew Norris, manager of the VT Gravis UK Listed Property fund, who makes the case for the asset class as a genuine diversifier to bonds and equities.
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Green Dream with Skagen’s Sondre Myge
Sondre Myge, head of ESG at Skagen Funds, explains how the investment industry is moving on from the first iteration of ESG to an “evolved version”.
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Back of the net asset value – ep 19
With 79 points banked in that oh-so-long gameweek, the BotNAV co-managers now have one eye on the fixture schedule’s upcoming doubles and blanks.
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ESG Out Loud: Interview with Eleanor Harry
In this podcast episode, HACE’s Eleanor Harry discusses the importance of tracking child labour in portfolios and calls for investors to take action.
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Special interview with Emilie Goodall, Fidelity
In this special interview, Fidelity’s Emilie Goodall discusses how the increased scrutiny on asset manager engagement is welcome.
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Green Dream with Allspring’s Henrietta Pacquement
Allspring’s Henrietta Pacquement reflects on 2023 and explains the ‘interesting tailwinds’ for green bonds.
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Back of the net asset value – ep 18
The BotNAV co-managers attempt to justify their new-look team and preview the world’s longest ‘gameweek’.
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Five questions: Charles Watford, PIMCO Select UK Income Fund
Sponsored Q&A: Charles Watford, manager of the PIMCO Select UK Income Fund, discusses how fixed income now offers investors the opportunity to capture an attractive yield for a longer period.
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Q&A sponsored by Natixis IM: Daniel Nicholas, Harris Associates
Daniel Nicholas, Client Portfolio Manager at Harris Associates, discusses what sets them apart from other managers and the main challenges and opportunities in equity markets.
