Back of the net asset value – ep 25
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.
PA Plus
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Interview with Haig Bathgate
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.
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The Diversifiers: Richard Sem, Pantheon Infrastructure
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.
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Cyclicality is back
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.
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Interview with Brad Weafer
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.
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Back of the net asset value – ep 24
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.
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Introducing CCLA – pioneers in responsible investing
Get to know CCLA Investment Management in this short video. CCLA has a long heritage in sustainable investment, having pioneered ethical and responsible investing since 1958.
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Back of the net asset value – ep 23
The BotNAV co-managers pick through the wreckage of two game-weeks in which the three big-name players they cannot own all excelled – and, looking ahead, steel themselves to play the Triple Captain chip.
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The Diversifiers: Suhail Shaikh, CIO, Fulcrum Asset Management
In the latest of the Diversifiers series, Adam Lewis talks to Suhail Shaikh, CIO at Fulcrum Asset Management, who discusses the lack of correlation between bonds and equities and how they are combatting it.
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Interview with Ryan Hughes, AJ Bell
Ryan Hughes, investments director at AJ Bell, explains why the firm is feeling more positive on the case for bonds and equities and where it has been rebalancing its portfolios as a result
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Back of the net asset value – ep 22
The BotNAV co-managers are joined for a second time in the studio by AJ Bell’s investment director Ryan Hughes, who talks about an uplift in his own fortunes by following the team’s investment process.
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Introducing Asset Value Investors. Get to know our vision and strategy
In this sponsored video, get to know Asset Value Investors as they share their journey and the investment strategy they have been following for over 40 years.
