In the latest Back of the NAV episode, hosts Adam Lewis and Julian Marr are joined by Francois de Bruin, co manager of the Aviva Global Equity Endurance fund, who draws parallels between balancing risk and reward in investment and in FPL and says disagreement is good between co-managers.
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.
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.