The BotNAV co-managers are joined by special guest Christian Mayes, investment reporter at Portfolio Adviser, who they hope will help turnaround their fortunes.
The BotNAV co-managers reflect on a successful recent foray into European assets before tentatively sizing up a return to more domestic concerns in a few short weeks.
Maintaining a strategic allocation to real assets
Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.
Fund in Five: Artemis Short-Duration Strategic Bond Fund
In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.
The Diversifiers: Alan Gauld, Patria Private Equity Trust
Alan Gauld, lead manager of the Patria Private Equity Trust, argues the case for why private equity should play a role in any diversified portfolio.
Back of the net asset value – Euros ep 3
Ahead of the closing stages of Euro ’24, the BotNAV co-managers welcome John ‘Coach’ Husselbee back to the pod to discuss equal measures of European football and investment.
The Launch Pad: Eric Papesh, T Rowe Price US Structured Research Equity fund
In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price
Back of the net asset value – Euros ep 2
The BotNAV co-managers welcome AJ Bell’s Ryan Hughes back to the dug-out to discuss Euro football, investment and politics.