In the Hot Seat: Andy Draycott and Abhinav Mehra, Chikara India Investment Team

The Chikara Indian Subcontinent Fund investment team discuss India’s evolving middle class consumer story, Modi’s impact on corporates and GDP doubling over the next decade.

Back of the NAV Season 2: Episode 16

The BotNAV co-managers cover the main discussion points of the last two gameweeks, including the attractions of a concentrated portfolio – also known as ‘not being able to field a full team of players’.

Trust Talk with William MacLeod, managing director, commercial, Gravis

With the deadline to respond to the FCA’s CCI consultation approaching on 20 March, Gravis managing director William Macleod discusses how the Cost Disclosure campaign group will respond, and why he believes investment trusts should not fall under the new regime’s scope.

Back of the NAV Season 2: Episode 15

‘Back to Pickford’ has been doing far too well in recent weeks so what else could the BotNAV co-managers do but invite manager Craig Allen from Julius Baer on to the pod as a guest?

Back of the NAV Season 2: Episode 14

Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn’t so bad after all.