Back of the net asset value – ep 18
The BotNAV co-managers attempt to justify their new-look team and preview the world’s longest ‘gameweek’.
PA Plus
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Five questions: Charles Watford, PIMCO Select UK Income Fund
Sponsored Q&A: Charles Watford, manager of the PIMCO Select UK Income Fund, discusses how fixed income now offers investors the opportunity to capture an attractive yield for a longer period.
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Q&A sponsored by Natixis IM: Daniel Nicholas, Harris Associates
Daniel Nicholas, Client Portfolio Manager at Harris Associates, discusses what sets them apart from other managers and the main challenges and opportunities in equity markets.
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Back of the net asset value – ep 17
Adam Lewis and Julian Marr take stock of the team’s performance over the Christmas period, which included the use of their first wildcard.
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Interview with Dale Nicholls, Fidelity
Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024.
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Back of the net asset value – ep 16
Adam Lewis and Julian Marr look back at an eventful gameweek 17 and start making plans for a hectic festive period for the team.
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Interview with Alison Savas, Antipodes Global Fund – Long
Alison Savas, investment director of the Antipodes Global Fund – Long, explains the portfolio’s current defensive positioning and where she sees the best investment opportunities going forward.
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Q&A with Mercantile’s Guy Anderson: Consumer stocks could lead a UK equity comeback
The Mercantile Investment Trust portfolio manager answers our questions
