UK in Five: Artemis UK equity team
In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.
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CCLA podcast episode 2: Quality stamp with Charlotte Ryland and Joe Hawkes
In the second of a series of three podcasts with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to financials and how they fit into a quality portfolio.
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Back of the NAV Season 2: Episode 9
The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, ‘portfolio rebalance’.
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Fund in Five: Artemis US Smaller Companies Fund
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.
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Back of the NAV Season 2: Episode 8
The BotNAV co-managers look beyond combined mediocrity (and individual success) to the shiny new beginnings that only a wild card can promise.
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Fund in Five: AXA Global Short Duration Bond Fund
In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.
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CCLA podcast episode 1: Regaining purpose with James Corah
In the first of a series of three podcasts with CCLA Investment Management, James Corah, head of sustainability, argues the industry needs to refocus on its objective of driving genuine change
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Back of the NAV Season 2: Episode 7
The BotNAV co-managers review a fortnight of two halves and discuss how they might steer the portfolio back on track.
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Active in Five: Vanguard
In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms.
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Back of the NAV Season 2: Episode 6
This week, the BotNAV co-managers talk to Tyndall’s James Sullivan about how his four-premium set-up and focus on the ‘points-per-million’ metric has propelled his team towards the top of our league.
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CCLA: Looking beyond the metrics
For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.
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Baker Steel: Gold rally shows no signs of slowing
Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.