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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

22:06

318. Uncovering the secrets to consistent market...

FundCalibre - Investing on the go ·

2024/06/19

Michele Ward shares the secrets behind the impressive performance of the T. Rowe Price US Smaller Companies Equity fund, which has outperformed its benchmark over 1, 3, 5, and 10 years. We explore the fund's philosophy of investing in high-quality companies, letting winners run, and maintaining a balanced approach between growth and value. We also discuss the impact of interest rates on small-cap companies and highlight some unique and diverse investments within the portfolio. What’s cov...

en

24:04

317. 20 years of innovation: from healthcare to...

FundCalibre - Investing on the go ·

2024/06/12

Dr. Ian Mortimer, manager of the Guinness Global Innovators fund, discusses the fund’s focus on investing in quality growth companies that are exposed to long-term secular growth themes, rather than early-stage startups. He outlines the fund's nine core themes and explains why a significant part of their strategy involves semiconductor companies, which play a crucial role across various themes. He further explains their balanced approach to managing holdings, emphasising long-term investments...

en

12:42

316. Why quality brands are worth the wait

FundCalibre - Investing on the go ·

2024/06/05

In this episode, we explore the intricacies of the Elite Rated Morgan Stanley Global Brands fund. Candida de Silva, portfolio specialist on the fund, provides insights into their strategy of holding high-quality companies with defendable, visible future earnings, emphasising the long-term ownership of these businesses. We discuss the selection of companies, their competitive advantages, and how they adapt to evolving market dynamics while maintaining robust growth.What’s covered in this episo...

en

22:20

315. From murky markets to the stock apocalypse

FundCalibre - Investing on the go ·

2024/05/30

Alec Cutler, manager of the Orbis Global Balanced fund, discusses the shifting market environment, often referred to as the "four horsemen of the stock apocalypse," and how he navigates through these turbulent times. He provides insights into his contrarian investment approach, thriving in the current murky conditions to identify and capitalise on undervalued opportunities. Explore Alec's perspectives on global markets, specific investment opportunities in the UK and Japan, and the broader im...

en

12:08

314. Connecting the world: digital infrastructure's...

FundCalibre - Investing on the go ·

2024/05/29

Tom Walker, manager of the Schroder Digital Infrastructure fund, explore the burgeoning sector of digital infrastructure in this episode. He discusses how advancements, particularly in artificial intelligence (AI), have significantly amplified the demand for digital infrastructure. He also outlines the portfolio's composition, emphasising data centres, mobile towers, and fibre networks. Despite challenges like rising interest rates and material costs, Tom highlights that the sector's long-ter...

en

21:45

313. Investing in India's future: manufacturing,...

FundCalibre - Investing on the go ·

2024/05/22

Mithran Sudhir, client portfolio manager of the Goldman Sachs India Equity Portfolio fund, explores the potential implications of Prime Minister Modi’s anticipated third term on Indian equities. We discuss the ongoing reforms in India's dynamic market, including the 'Make in India' initiative aimed at boosting the manufacturing sector and attracting foreign investment. This episode provides a comprehensive overview of the current state and future outlook of Indian equities, offering valuable ...

en

14:52

312. Waiting for the penny to drop on UK smaller...

FundCalibre - Investing on the go ·

2024/05/15

David Stevenson, co-manager of the WS Amati UK Listed Smaller Companies fund, discusses the current market dynamics and the outlook for UK smaller companies, despite a challenging two-year period marked by receding investor appetite and outflows from small-cap funds. David argues now is a unique entry point for UK smaller company investing, buoyed by recent improvements in relative performance and the potential benefits of lower interest rates. We also cover the surge in M&A activity and ...

en

27:50

311. The AI frontier and today’s investment...

FundCalibre - Investing on the go ·

2024/05/08

Discover the world of artificial intelligence (AI) with Chris Ford, manager of Sanlam Global Artificial Intelligence. With AI dominating conversations globally, Chris sheds light on its evolution and current state. He reflects on the unprecedented advancements in natural language processing and generation, epitomised by technologies like ChatGPT, and the pivotal role they play in reshaping various industries. He also provides insights into the investment landscape, highlighting the diverse ra...

en

29:46

310. Investment strategies for uncertain times

FundCalibre - Investing on the go ·

2024/05/01

en

28:13

309. The three keys to investing success

FundCalibre - Investing on the go ·

2024/04/24

en

18:19

308. Navigating market highs around the globe:...

FundCalibre - Investing on the go ·

2024/04/17

en

25:10

307. The complexity of gold and its all-time high price

FundCalibre - Investing on the go ·

2024/03/28

en

14:10

306. The secrets to long term outperformance in US...

FundCalibre - Investing on the go ·

2024/03/21

en

18:20

305. Why Britain is back in business

FundCalibre - Investing on the go ·

2024/03/14

en

29:57

304. Navigating growth in America and the impact of AI

FundCalibre - Investing on the go ·

2024/03/07

en

18:09

303. Energising portfolios: investing in clean energy...

FundCalibre - Investing on the go ·

2024/02/29

en

24:24

302. The “once in a generation opportunity” in the UK...

FundCalibre - Investing on the go ·

2024/02/22

en

20:23

301. The opportunities and challenges of AI

FundCalibre - Investing on the go ·

2024/02/15

en

32:46

300. Unique opportunities await in UK equities

FundCalibre - Investing on the go ·

2024/02/08

en

24:09

299. Expert insights into the FTSE 250

FundCalibre - Investing on the go ·

2024/02/01

en

379 results

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