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.
PA Plus
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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.
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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.
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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.
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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.
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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.
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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.
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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’.
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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.
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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.
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Fund in Five: AXA Global Short Duration Bond Fund
In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.
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CCLA podcast episode 1: Regaining purpose with James Corah
In the first of a series of three podcasts with CCLA Investment Management, James Corah, head of sustainability, argues the industry needs to refocus on its objective of driving genuine change