Back of the net asset value – ep 31

The BotNAV co-managers ready themselves for the new FPL season by re-capping what went right, and wrong, in season one.

ARC: Positive gold sentiment not reflected in portfolio weightings

Back of the net asset value – Euros ep 4

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.