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.
Podcasts
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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.
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Back of the net asset value – Euros ep 2
The BotNAV co-managers welcome AJ Bell’s Ryan Hughes back to the dug-out to discuss Euro football, investment and politics.
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Back of the net asset value – Euros ep 1
Euros fever grips the Back of the NAV managers as they launch a new offering to coincide with the championships taking place in Germany.
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Back of the net asset value – ep 30
The BotNAV co-managers welcome back Schroders’ Andy Evans to reflect on what lessons they might take from the portfolio’s first season – and look ahead to the sprint-not-a-marathon of Euros 2024.
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Back of the net asset value – ep 29
The BotNAV co-managers ready themselves for the last game week of the season and reflect on the highs and lows of performance after using the bench boost chip in week 37.
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Back of the net asset value – ep 28
The BotNAV co-managers reflect on the fortunes of their wildcard and begin to ponder what success would look like as the season starts to draw to a close.
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Back of the net asset value – ep 27
The BotNAV co-managers consider three possible definitions of the word ‘Gross’: 1) Pascal, a Brighton midfielder; 2) retail term for ‘a dozen dozen’ or 144; 3) How smug they are feeling after scoring that many points in their game week 34 free-hit team.
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Back of the net asset value – ep 26
The BotNAV co-managers are joined by special guest Vee Montebello, director and member of the strategic communications team at FTI Consulting, as they plan their free-hit chip for game week 34.
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Back of the net asset value – ep 25
The BotNAV co-managers reflect on an upturn in fortunes over the past month, and map out their strategy to maximise returns in the final game weeks of the season.
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Cyclicality is back
Adam Lewis, content editor at MA Financial, is joined by Paul Skinner, investment director at Wellington, to discuss what Wellington is terming a new era for investing.
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Back of the net asset value – ep 24
The BotNAV co-managers go all Eurovision, reflect on their triple captain fortunes and look ahead to the upcoming blank game-week as they seek to avoid playing the Free Hit chip.