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FundCalibre - Investing on the go: Daily Summaries Delivered
by FundCalibre
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 artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago21 min
407. Why patient investors are still backing UK smaller companies
UK small-caps have endured a difficult decade, but attractive valuations, stronger balance sheets and improving earnings trends are creating a compelling backdrop. Our interview with Katen Patel, co-manager of the JPMorgan UK Small Cap Growth and Income Trust, explores what could finally trigger a re-rating, why M&A activity is accelerating, and how share buybacks have become increasingly attractive for cash-rich companies. He also covers opportunities in UK mid-caps, the benefits of an i...
- Aug 5, 202624 min
406. Century bonds, AI debt and the case for staying short
Capital preservation can be just as important as income when investing in bonds. Our interview with Jerry Wharton, manager of IFSL Church House Investment Grade Fixed Interest, examines how a defensive investment-grade bond strategy seeks to preserve capital while providing dependable income for clients. The discussion covers the importance of credit quality, short duration and avoiding the temptation to chase yield through lower-quality or excessively long-dated bonds. It also explores volat...
- Jul 29, 202621 min
405. Where Europe’s income opportunities lie
European equities have long appealed to income investors, but the opportunity is becoming broader than dividends alone. Stuart Brown, co-manager of the BlackRock Continental European Income fund, joins us to discuss improving earnings and dividend growth across industrials, banks and utilities, alongside the structural themes supporting them, including electrification, energy security and supply-chain investment. The discussion also examines regional portfolio positioning, the resilience of E...
- Jul 22, 202620 min
404. Has AI left quality investing behind?
Artificial intelligence has fuelled exceptional market performance, but it has also created opportunities in overlooked areas of the global equity market. In this episode, Sam Witherow, co-manager of the JPM Global Equity Income fund, discusses why high-quality companies have lagged despite strong fundamentals, how dividend investing can still capture technology-led growth and where the most attractive opportunities lie outside the AI winners. The interview covers US equities, semiconductor l...
- Jul 15, 202622 min
403. Higher yields, lower risks? Where bond investors should look now
Geopolitical tensions, inflation fears and shifting interest rate expectations have created a challenging backdrop for bond investors. Dickie Hodges, manager of the Nomura Global Dynamic Bond fund, discusses why these periods can also create attractive opportunities, how rising yields have transformed the outlook for fixed income, and why today’s market looks very different from a decade ago. The conversation covers credit spreads, emerging market debt, financial bonds and the importance of m...
- Jul 8, 202621 min
402. The investing story everyone is missing
In this episode, we explore the structural changes reshaping global markets and why politics is only part of the story. The discussion examines how deglobalisation, higher interest rates and renewed focus on energy, defence and industrial policy are changing investment opportunities. Alec Cutler, manager of the Orbis Global Balanced and Global Cautious funds, looks beyond the headline AI winners to the companies enabling the technology revolution, he also shares why the energy transition coul...
- Jul 1, 202615 min
401. The return of growth investing in Japan
This episode focuses on Japan’s changing market dynamics and why investor sentiment appears to be shifting after decades of stagnation. Richard Kaye, manager of the Comgest Growth Japan fund, discusses the return of domestic confidence, renewed consumer and corporate activity, and the growing role of institutional capital in supporting equities. We also explore Japan’s position within global technology and AI supply chains, highlighting its continued leadership in semiconductors, robotics, an...
- Jun 30, 202622 min
400. AI, inflation and the new market regime
In this special 400th episode, we take a broad look at global markets at the halfway point of the year. The discussion between Darius McDermott and Juliet Schooling Latter covers easing geopolitical tensions, inflation dynamics, and the continued influence of AI on equity returns. We explore the broadening of market performance beyond the US, with strength in Asia and emerging markets, alongside challenges in India and a mixed picture in the UK. The episode also examines central bank policy, ...
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About 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 artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies.
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