In the latest Back of the NAV episode, hosts Adam Lewis and Julian Marr reflect on lost opportunities for the portfolio in gameweek six, a costly transfer, learning from their mistakes and reasons for optimism going forward.
COP28 so far: Investment action
ESG Clarity’s Natalie Kenway speaks with various industry spokespeople at COP28 to find out their takeaways from the announcements so far.
Interview with David Atkin, PRI
With policy, technology and investment, we can fast track the net-zero transition, says PRI CEO David Atkin.
Interview with Michelle Davies and Joost Vreeswijk, EY
Speaking from Dubai, EY’s Michelle Davies and Joost Vreeswijk say they are encouraged by the pledges so far but want to see more on global policy.
Interview with Thomas Hohne-Sparborth, Lombard Odier Investment Management
Lombard Odier’s Thomas Hohne-Sparborth welcomes the pledges around food systems at COP28 and shares his insights on having different stakeholders in the room.
Interview with Omar Negyal, JP Morgan Global Emerging Markets Income Trust
Omar Negyal, manager of the JP Morgan Global Emerging Markets Trust, discusses his outlook for the asset class, the challenges that remain and the areas he is hunting for income.
Back of the net asset value – ep 14
Adam Lewis and Julian Marr reflect on the team’s recent performance in gameweek 13 and muse making no changes in what they hope could be a more fruitful week ahead.
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.