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.
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’.
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 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?
Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn’t so bad after all.
In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.
Gresham House’s director of forestry, Olly Hughes, offers an update on the International Sustainable Forestry Coalition, discusses the EU Deforestation Regulation and considers how COP30 being hosted in Brazil could be the catalyst for high-level discussions on finding the balance between timber production and nature restoration.
In the final podcast of the series with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to the consumer sector.
The BotNAV co-managers start asking serious questions about their investment process after another chastening game week.
The BotNAV co-managers turn to their first ever guest from the world of bonds for a fresh perspective on how to address their recent slump.
In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.
The BotNAV co-managers reflect on whether buying Haaland in the Boxing Day sales crosses a line beyond ‘contrarian’.
