The BotNAV co-managers reflect on the fortunes of their wildcard and begin to ponder what success would look like as the season starts to draw to a close.
Back of the net asset value – ep 27
The BotNAV co-managers consider three possible definitions of the word ‘Gross’: 1) Pascal, a Brighton midfielder; 2) retail term for ‘a dozen dozen’ or 144; 3) How smug they are feeling after scoring that many points in their game week 34 free-hit team.
Meet the asset allocators: Chris Metcalfe, IBOSS
Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.
Interview with Ben Guest
Ben Guest, manager of the Gresham House Storage Energy Fund, discusses the performance issues the sector is undergoing and the outlook going forward.
Back of the net asset value – ep 26
The BotNAV co-managers are joined by special guest Vee Montebello, director and member of the strategic communications team at FTI Consulting, as they plan their free-hit chip for game week 34.
Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure
A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.
