In this latest episode of their Back of the NAV podcast, Adam Lewis and Julian Marr deal with a reality check to the team’s recent run of good performance after being dealt a tough hand by the fantasy football gods in Gameweek 9. Could a ‘Ulysses contract’ help?
Interview with Tatjana Greil Castro, Muzinich Enhancedyield fund
Two decades after its launch, Tatjana Greil Castro, manager of the Muzinich Enhancedyield fund, discusses the challenges the portfolio has faced and why she is excited about the future.
Interview with Ken Wotton, Strategic Equity Capital trust
On the three-year anniversary of taking over the Strategic Equity Capital trust, Gresham House’s Ken Wotton says there has rarely been a better time to invest in UK small caps.
Interview with Chris Cummings, CEO of the Investment Association: Part One
Chris Cummings, CEO of the Investment Association, discusses how managers have reacted to the challenges of 2023 and working with the FCA and government on re-equitising UK society.
Back of the net asset value – ep 13
Adam Lewis and Julian Marr welcome AJ Bell’s Ryan Hughes as their guest – and, after a deeply unrewarding captaincy choice last time out, all three accept they really do have to talk about Bruno.
Interview with Marcel Stotzel, Fidelity
In this interview, Marcel Stotzel, co-manager of the Fidelity European Fund and Fidelity European Trust, discusses the potential impact of interest rates on businesses in 2024.
The Launch Pad: Raj Shant, PGIM Jennison Carbon Solutions Equity fund
In the first of a new series, Adam Lewis talks to Raj Shant, managing director of Jennison Associates, about the recently launched PGIM Jennison Carbon Solutions Equity fund.
Fund in Five: Fidelity Short Dated Corporate Bond Fund
In this Fund in Five, Kris Atkinson, fund manager of the Fidelity Short Dated Corporate Bonds Fund, discusses the role credit selection has played in boosting performance of the fund.