Back of the NAV Season 2: Episode 1
The BotNAV co-managers ready themselves for the new FPL season by re-capping what went right, and wrong, in season one.
PA Plus
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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.
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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.
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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.
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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.
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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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The Launch Pad: Eric Papesh, T Rowe Price US Structured Research Equity fund
In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price.
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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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Interview with Fiona Harris
Fiona Harris, investment specialist on the JP Morgan American Investment Trust, discusses the drivers of performance over the last year and where the fund is currently finding the best investment opportunities.
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Meet the asset allocators: Peter Dalgliesh, Parmenion IM
Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser.
