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PODCAST

FundCalibre - Investing on the go

Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we"ll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in

business investing

All Episodes

27:45

346. Navigating rate cuts and inflation: tactical...

FundCalibre - Investing on the go ·

2025/02/13

This episode discusses the dynamics of fixed income investing, with Stuart Edwards, manager of the Invesco Tactical Bond fund, explaining how a tactical approach can help navigate volatile markets. He explains the fund’s flexible strategy, covering interest rate positioning, corporate bond opportunities, and emerging markets. We also break down the importance of a top-down macroeconomic perspective, combined with bottom-up credit analysis. With insights into how recent rate cuts and inflation...

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22:22

345. Decarbonisation, investment trends & the next...

FundCalibre - Investing on the go ·

2025/02/06

The path to net zero is far from certain. While climate-focused investments are growing at an unprecedented rate, global emissions continue to rise. Deirdre Cooper, manager of the Ninety One Global Environment fund, joins us as we discuss the latest trends in decarbonisation, the influence of political shifts on clean energy, and the role of major players like China in driving investment. We also examine how regulation, interest rates, and market sentiment impact the sector’s performance, she...

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26:33

344. UK Mid-Cap Opportunities: Books, games and big...

FundCalibre - Investing on the go ·

2025/01/23

Alexandra Jackson, manager of the Rathbone UK Opportunities fund, shares insights on two fascinating UK companies — Bloomsbury Publishing and Games Workshop. Despite market challenges, these companies have successfully capitalised on their niche markets through strategic growth and innovation. From Bloomsbury's ability to thrive in the digital era to Games Workshop's cult-like following and global expansion, learn what makes these businesses resilient and attractive to investors.What’s covere...

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24:11

343. The longevity factor: how aging is transforming...

FundCalibre - Investing on the go ·

2024/12/12

As our expected lifespans increase, so does the complexity of long-term financial planning. In this episode, we explore how societal shifts, like extended careers and aging demographics, influence our financial goals. Carl Stick, co-manager of the Rathbone Income fund, gives his insights into the vital role of dividends, the importance of compounding, and how companies are embracing older workers. Carl and Darius also discuss the evolving opportunities in sectors like healthcare and pharmaceu...

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22:20

342. Why small-caps deserve your attention next year

FundCalibre - Investing on the go ·

2024/12/05

Nish Patel, manager of the Global Smaller Companies Trust, shares insights into current valuations, the impact of recent interest rate cuts, and how M&A and share buybacks are shaping the small-cap space. Nish shares how his focus on quality businesses with sustainable competitive advantages can offer both growth and reduced risk. We also discuss portfolio changes, including leveraging in-house expertise and reducing holdings to focus on high-conviction ideas. What’s covered in this ...

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20:08

341. Why high yield isn’t as risky as you think

FundCalibre - Investing on the go ·

2024/11/14

This episode discusses why high yield bonds, often labeled as ‘junk bonds,’ can be an attractive investment and how today's market is different from previous decades. Jack Holmes, co-manager of the Artemis Global High Yield Bond fund, shares their strategy of focusing on European and UK markets and prioritising higher quality bonds, like BB and B ratings, while avoiding riskier CCCs. Additionally, learn why shorter-dated bonds are favoured in the current yield environment and how inefficienci...

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21:26

340. Risk, resilience and rewards with Scottish Mortgage

FundCalibre - Investing on the go ·

2024/11/07

Hamish Maxwell, investment specialist on Scottish Mortgage Investment Trust, offers listeners a comprehensive look into the current state of the global markets. The discussion highlights the trust's core strategies for navigating volatility and adapting portfolios for resilience. Hamish shares insights into sector rotations, geopolitical impacts, and emerging market opportunities that are critical for investors looking to invest over the long term. What’s covered in this episode: Wh...

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19:18

339. What investors needs to know about a Trump victory

FundCalibre - Investing on the go ·

2024/11/06

A special bonus episode looking at post-election analysis. We unpack the implications of the projected Trump win and the potential for a Republican clean sweep of the House and Senate. Justin Streeter, manager on the Comgest Growth America fund, joins us to discuss potential shifts in tax policies, corporate regulations, and market volatility. We explore which sectors might benefit from this political climate, the potential inflationary effects, the future of the tech giants, and how consumer...

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21:29

338. Why investors should be excited about India’s...

FundCalibre - Investing on the go ·

2024/10/31

Ajay Tyagi, manager of the UTI India Dynamic Equity fund, focuses on India’s economic growth, market trends, and demographic advantages. He highlights the impact of India’s young, increasingly affluent population on sectors like consumer goods, tech, and financial services. We also discuss how despite high valuations, India’s steady growth trajectory and quality-focused investment opportunities remain appealing to long-term investors. Ajay mentions key sectors to watch, the "China Plus One" s...

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30:02

337. Meet the fund designed for retirement

FundCalibre - Investing on the go ·

2024/10/23

Craig Rippe and Jordan Sriharan, co-managers of the WS Canlife Diversified Monthly Income fund, reveal how they aim to provide a stable, inflation-adjusted income stream while keeping volatility low. We cover the team’s approach to navigating market changes, selecting stocks, and managing interest rate risks. The interview also highlights how tech companies, REITs, and renewable sectors contribute to the portfolio.What’s covered in this episode: A fund designed for retirementDiversificat...

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20:06

336. Stock picking in a higher-rate world

FundCalibre - Investing on the go ·

2024/10/16

This interview explores the shifting market environment, with a focus on how rising interest rates have created opportunities for stock pickers. Luke Newman, co-manager of the Janus Henderson Absolute Return fund, shares his insights on why today’s higher-rate environment benefits active managers and how it contrasts with the past decade of ultra-low rates. We touch on the behavioural changes among corporate leaders, the importance of stock fundamentals, and the role of tactical and core port...

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17:11

335. Finding value (and dividends) in uncertain times

FundCalibre - Investing on the go ·

2024/10/09

Ben Peters, co-manager of the IFSL Evenlode Global Income fund, explains the fund’s focus on total returns and growing income streams. He shares how certain sectors, including consumer goods, healthcare, and information technology, provide resilient investment opportunities. We also touch on the effects of geopolitics and the long-term potential of artificial intelligence. The interview finishes with Ben’s views on navigating market volatility, maintaining conviction during underperformance, ...

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20:52

334. Fed cuts, China rebounds, UK equities: what’s...

FundCalibre - Investing on the go ·

2024/10/06

Darius McDermott and Juliet Schooling Latter join us once again for our quarterly market update. They cover the most recent developments in global markets, with a special focus on the Federal Reserve’s interest rate cuts and their influence on both the US and UK economies. We hear two differing opinions on China’s rebound and insights into what the future might hold for UK equities and global small-caps. The episode wraps up with a preview of potential risks heading into 2025, including the U...

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25:27

333. Why US mid-caps are poised for a turnaround

FundCalibre - Investing on the go ·

2024/10/02

Bob Kaynor, manager of the Schroder US Mid Cap fund, outlines some exciting opportunities in the US mid-cap market, currently trading at historically significant valuation discounts. We discuss how these companies, the “heartbeat of the US economy,” stand poised for potential growth, driven by earnings acceleration and favourable fiscal policies. We also touch on the recent Fed interest rate cuts, their effect on market behaviour, and how mid-cap stocks could benefit.What’s covered in this ep...

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22:41

332. Investing in change: balancing profit with purpose

FundCalibre - Investing on the go ·

2024/09/26

We discuss sustainable investing with two key figures from CCLA: James Corah, head of sustainability, and Charlotte Ryland, head of investments and manager of Elite Radar CCLA Better World Global Equity. They explain their unique approach, which balances achieving robust financial returns with driving significant societal change. We explore their engagement strategies with large corporations (including Amazon), including those not typically associated with sustainability, to push for improvem...

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14:58

331. Why the “stars are aligned” for emerging market...

FundCalibre - Investing on the go ·

2024/09/18

Polina Kurdyavko, co-manager of the BlueBay Emerging Market Unconstrained Bond fund, provides an excellent in-depth look at emerging market (EM) debt, offering insights into why current valuations in hard currency sovereign debt are among the most attractive in decades. We discuss factors contributing to strong growth in key emerging markets, from Brazil to India, and how local currencies are poised for outperformance. The conversation also touches on global dynamics, such as geopolitical ris...

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25:20

330. The art of long-term investing

FundCalibre - Investing on the go ·

2024/09/11

In this episode, we’re focusing on the Capital Group New Perspective strategy which has consistently outperformed global equity markets over its 50+ year history. Investment director, Steve Smith, explains how the strategy’s structural flexibility and focus on multinational companies have driven its success across various market environments. We explore current market views, including inflation, economic growth, and the emerging trends that are shaping the future of global equity markets. Add...

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26:49

329. Contrarian investing in Asia: hidden...

FundCalibre - Investing on the go ·

2024/09/04

We explore a differentiated strategy, Federated Hermes Asia ex Japan Equity, focusing on undervalued opportunities across various market sectors. Investment director, James Cook, shares insights into contrarian investing, explaining how their approach differs by embracing both high and low-quality companies, depending on value. We discuss significant market dynamics in China and South Korea, touching on the potential catalysts for growth, the impact of geopolitical tensions, and the evolving ...

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23:02

328. Investment goldmine: capitalising on the demand...

FundCalibre - Investing on the go ·

2024/08/28

Evy Hambro, co-manager of the BlackRock World Mining Trust, shares his strategies behind investing in the commodity sector, emphasising the critical roles of metals like copper and gold in today's economy. The interview explores how supply constraints, demand fluctuations, and macroeconomic trends impact investment decisions alongside key themes such as digital transformation, AI, and the energy transition. Evy provides insights into the balance between profitability and risk, and offers a fo...

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16:03

327. Japan’s hidden investment gems: opportunities...

FundCalibre - Investing on the go ·

2024/08/21

Explore the current state of the Japanese market and its future potential with Richard Kaye, co-manager of the Comgest Growth Japan fund, who discusses how recent currency volatility is shaping investor sentiment and what lies ahead for Japan's economy. We highlight the undervalued opportunities that exist within Japan, including hidden gems in sectors like technology and renewable energy. The episode also touches on corporate reforms, foreign investment, and the role of domestic investors in...

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387 results

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