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  • Back of the NAV Season 2: Episode 20

    Back of the NAV Season 2: Episode 20

    With the season over, the BotNAV co-managers crown the first ever champion of the Back of the Network league and reflect on a difficult second season for the portfolio.

  • Interview with Blake Crawford, J.P. Morgan Asset Management

    Interview with Blake Crawford, J.P. Morgan Asset Management

    JPM Europe Dynamic (ex-UK) fund portfolio manager Blake Crawford discusses how macroeconomic factors, including German fiscal spending, are boosting the investment case for European equities.

  • Back of the NAV Season 2: Episode 19

    Back of the NAV Season 2: Episode 19

    With two weeks left to go of the season, the BotNAV co-managers welcome back guest Chelsea Financial Services and FundCalibre MD Darius McDermott, and report themselves to the FCA for a portfolio mishap.

  • Trust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust

    Trust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust

    With the average investment trust trading at a double-digit discount, MIGO Opportunities Trust co-manager Charlotte Cuthbertson discusses how she weighs up whether a trust represents an opportunity or a value trap

  • View from the top: Kiran Nandra, Jupiter Asset Management

    View from the top: Kiran Nandra, Jupiter Asset Management

    Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.

  • Spring Congress 2025: Interview with Nick Dumas-Williams

    Spring Congress 2025: Interview with Nick Dumas-Williams

    Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.

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