Back of the NAV Season 2: Episode 7
The BotNAV co-managers review a fortnight of two halves and discuss how they might steer the portfolio back on track.
The BotNAV co-managers review a fortnight of two halves and discuss how they might steer the portfolio back on track.
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In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.
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This week, the BotNAV co-managers talk to Tyndall’s James Sullivan about how his four-premium set-up and focus on the ‘points-per-million’ metric has propelled his team towards the top of our league.
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For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.
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Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.
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The BotNAV co-managers endure the international break while trying not to mention their best-ever gameweek. (Spoiler alert: They fail.)
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Worried early-season performance is casting doubt on their FPL credentials, the BotNAV co-managers seek advice from reputation management guru Tony Langham.
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The BotNAV co-managers survey the wreckage of another Haaland-less gameweek – but comfort themselves that, as ever, tomorrow is another day…
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In this fund in five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in.
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The BotNAV co-managers regroup after a mini break to assess what has gone right and wrong for the team in the first three weeks of the FPL season.
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The BotNAV co-managers ready themselves for the new FPL season by re-capping what went right, and wrong, in season one.
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