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.
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.
Back of the net asset value – ep 25
The BotNAV co-managers reflect on an upturn in fortunes over the past month, and map out their strategy to maximise returns in the final game weeks of the season.
Interview with Haig Bathgate
Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.