Back of the NAV Season 2: Episode 12
The BotNAV co-managers turn to their first ever guest from the world of bonds for a fresh perspective on how to address their recent slump.
The BotNAV co-managers turn to their first ever guest from the world of bonds for a fresh perspective on how to address their recent slump.
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The BotNAV co-managers reflect on whether buying Haaland in the Boxing Day sales crosses a line beyond ‘contrarian’.
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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.
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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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The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, ‘portfolio rebalance’.
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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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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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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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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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The BotNAV co-managers endure the international break while trying not to mention their best-ever gameweek. (Spoiler alert: They fail.)
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Worried early-season performance is casting doubt on their FPL credentials, the BotNAV co-managers seek advice from reputation management guru Tony Langham.
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The BotNAV co-managers survey the wreckage of another Haaland-less gameweek – but comfort themselves that, as ever, tomorrow is another day…
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