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Back of the NAV Season 2: Episode 2

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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  • Fund in Five: Artemis Corporate Bond Fund

    In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.

  • Back of the NAV Season 2: Episode 11

    The BotNAV co-managers reflect on whether buying Haaland in the Boxing Day sales crosses a line beyond ‘contrarian’.

  • South West Congress 2024: Interview with AXA IM’s Anna Väänänen

    Speaking at South West Congress, Anna Väänänen, head of listed impact equity at AXA Investment Managers, discusses the difference between impact investing in listed and private equity, how impact investing works within listed equities and what the next steps in impact are for the asset class.

  • Northern Congress 2024: Interview with First Eagle’s Bill Hench

    Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.

  • Fund in Five: T. Rowe Price US Smaller Companies Equity Portfolio

    In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.

  • Back of the NAV Season 2: Episode 10

    After a third straight week of distinctly sub-par performance, the BotNAV co-managers seek some tips from their guest – and Back of the Network mini-league high-flier – Kate Townsend of Iboss.

  • South West Congress 2024: Interview with Aegon’s Colin Finlayson

    Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income markets, the key risks facing bonds and the best way to take advantage of opportunities across the asset class.

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