Back of the NAV Season 2: Episode 15

‘Back to Pickford’ has been doing far too well in recent weeks so what else could the BotNAV co-managers do but invite manager Craig Allen from Julius Baer on to the pod as a guest?

Back of the NAV Season 2: Episode 14

Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn’t so bad after all.

Trust Talk with Richard Stone, CEO, AIC

In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.

Green Dream with Olly Hughes of Gresham House

Gresham House’s director of forestry, Olly Hughes, offers an update on the International Sustainable Forestry Coalition, discusses the EU Deforestation Regulation and considers how COP30 being hosted in Brazil could be the catalyst for high-level discussions on finding the balance between timber production and nature restoration.

CCLA podcast episode 3: Consumer choice with Charlotte Ryland and Joe Hawkes

In the final podcast of the series with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to the consumer sector.

Back of the NAV Season 2: Episode 13

The BotNAV co-managers start asking serious questions about their investment process after another chastening game week.

Back of the NAV Season 2: Episode 12

The BotNAV co-managers turn to their first ever guest from the world of bonds for a fresh perspective on how to address their recent slump.