PA Plus

  • Northern Congress 2024: Interview with First Eagle’s Bill Hench

    Northern Congress 2024: Interview with First Eagle’s Bill Hench

    Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.

  • Fund in Five: T. Rowe Price US Smaller Companies Equity Portfolio

    Fund in Five: T. Rowe Price US Smaller Companies Equity Portfolio

    In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.

  • Back of the NAV Season 2: Episode 10

    Back of the NAV Season 2: Episode 10

    After a third straight week of distinctly sub-par performance, the BotNAV co-managers seek some tips from their guest – and Back of the Network mini-league high-flier – Kate Townsend of Iboss.

  • South West Congress 2024: Interview with Aegon’s Colin Finlayson

    South West Congress 2024: Interview with Aegon’s Colin Finlayson

    Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income markets, the key risks facing bonds and the best way to take advantage of opportunities across the asset class.

  • Bitesize: Why now for global small caps

    Bitesize: Why now for global small caps

    In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abdrn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.

  • Bitesize: The case for fixed income

    Bitesize: The case for fixed income

    In this Bitesize video, Luke Hickmore, investment director, fixed income at abdrn, gives his outlook for fixed income markets and what he is subsequently doing with his bond allocation.

  • Fund in Five: Artemis UK Select Fund

    Fund in Five: Artemis UK Select Fund

    In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.

  • UK in Five: Artemis UK equity team

    UK in Five: Artemis UK equity team

    In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.

  • CCLA podcast episode 2: Quality stamp with Charlotte Ryland and Joe Hawkes

    CCLA podcast episode 2: Quality stamp with Charlotte Ryland and Joe Hawkes

    In the second of a series of three podcasts with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to financials and how they fit into a quality portfolio.

  • Back of the NAV Season 2: Episode 9

    Back of the NAV Season 2: Episode 9

    The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, ‘portfolio rebalance’.

  • Fund in Five: Artemis US Smaller Companies Fund

    Fund in Five: Artemis US Smaller Companies Fund

    In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.

  • Back of the NAV Season 2: Episode 8

    Back of the NAV Season 2: Episode 8

    The BotNAV co-managers look beyond combined mediocrity (and individual success) to the shiny new beginnings that only a wild card can promise.