Back of the net asset value – ep 28
The BotNAV co-managers reflect on the fortunes of their wildcard and begin to ponder what success would look like as the season starts to draw to a close.
The BotNAV co-managers reflect on the fortunes of their wildcard and begin to ponder what success would look like as the season starts to draw to a close.
The BotNAV co-managers consider three possible definitions of the word ‘Gross’: 1) Pascal, a Brighton midfielder; 2) retail term for ‘a dozen dozen’ or 144; 3) How smug they are feeling after scoring that many points in their game week 34 free-hit team.
Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.
Ben Guest, manager of the Gresham House Storage Energy Fund, discusses the performance issues the sector is undergoing and the outlook going forward.
The BotNAV co-managers are joined by special guest Vee Montebello, director and member of the strategic communications team at FTI Consulting, as they plan their free-hit chip for game week 34.
Bill MacLeod, managing director at Gravis, explains why cost disclosure regulation for investment trusts needs an overhaul
The BotNAV co-managers reflect on an upturn in fortunes over the past month, and map out their strategy to maximise returns in the final game weeks of the season.
Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.
In the latest part of the PA+ Diversifiers series, Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.
Adam Lewis, content editor at MA Financial, is joined by Paul Skinner, investment director at Wellington, to discuss what Wellington is terming a new era for investing.
Truly focused, truly active. Brad Weafer, Chief Investment Officer at Boston Financial Management, lays out the key characteristics of the Marlborough US Multi-Cap Income Fund.
The BotNAV co-managers go all Eurovision, reflect on their triple captain fortunes and look ahead to the upcoming blank game-week as they seek to avoid playing the Free Hit chip.