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