Back of the net asset value – ep 26

The BotNAV co-managers are joined by special guest Vee Montebello, director and member of the strategic communications team at FTI Consulting, as they plan their free-hit chip for game week 34.

Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure

A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.

Back of the net asset value – ep 25

The BotNAV co-managers reflect on an upturn in fortunes over the past month, and map out their strategy to maximise returns in the final game weeks of the season.

Interview with Haig Bathgate

Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.

The Diversifiers: Richard Sem, Pantheon Infrastructure

Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.

Cyclicality is back

Adam Lewis, content editor at MA Financial, is joined by Paul Skinner, investment director at Wellington, to discuss what Wellington is terming a new era for investing.

Interview with Brad Weafer

Truly focused, truly active. Brad Weafer, Chief Investment Officer at Boston Financial Management, lays out the key characteristics of the Marlborough US Multi-Cap Income Fund.