Best FundCalibre Podcasts (2024)

1
324. Diversification potential from robotics to digital payments 32:34

13h ago32:34

32:34

Discover the complexities of Japan’s investment landscape with Karen See, co-manager of the Baillie Gifford Japanese Income Growth fund, as we discuss the market's oscillation between growth and value stocks, the impact of the weakening yen, and the Tokyo Stock Exchange’s recent corporate governance reforms. Karen offers insightful commentary on th…

1
323. Navigating inflation and interest rates 20:57

8h ago20:57

20:57

Richard ‘Dickie’ Hodges, manager of the Nomura Global Dynamic Bond fund, gives his predictions on UK, US and European inflation and potential interest rate cuts. He emphasises the current opportunities and strategies for generating positive returns in the fund, highlighting deeply subordinated bank debt (AT1s) as one of the best-performing asset cl…

1
322. How to maximise returns with high yield investing 32:29

3d ago32:29

32:29

Rhys Davies, manager of the newly Elite Rated Invesco Bond Income Plus Limited (BIPS), discusses the origins, goals, and strategies of BIPS. Rhys explains how BIPS focuses on generating high income primarily from the high-yield bond market and highlights the advantages of a closed-ended vehicle for this strategy. We also cover the nuances of subord…

1
321. The hidden opportunities in today’s metal market 24:28

10d ago24:28

24:28

Georges Lequime, co-manager of the WS Amati Strategic Metals fund, gives an update on the current trends in the strategic metals market, particularly focusing on gold and silver. We also look at the broader metals market, emphasising the lengthy lead times for mining projects and the sector's need for capital investment. Georges tells us why he’s p…

1
320. Navigating 2024 and the UK small-cap surge 23:46

22d ago23:46

23:46

In our latest market update, Darius McDermott and Juliet Schooling Latter start with a review of the notable boost in UK smaller companies, which have outperformed global equities. The conversation also covers the poor performance of fixed income sectors, Latin America's continued struggles and India's robust market driven by IPO booms. Global elec…

1
319. Megatrends, AI supercycle and the future of investing 30:44

25d ago30:44

30:44

Zehrid ‘Zed’ Osmani, manager of the Martin Currie Global Portfolio Trust, elaborates on his three-step investment process that ensures only the most promising companies make it into the portfolio, before diving into the significant themes driving this strategy, including demographic changes, future technology, and resource scarcity. Additionally, Z…

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318. Uncovering the secrets to consistent market outperformance 22:06

1M ago22:06

22:06

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 …

1
317. 20 years of innovation: from healthcare to semiconductors 24:04

1M ago24:04

24:04

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, w…

1
316. Why quality brands are worth the wait 12:42

2M ago12:42

12:42

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 c…

1
315. From murky markets to the stock apocalypse 22:20

2M ago22:20

22:20

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 …

1
314. Connecting the world: digital infrastructure's role in the AI era 12:08

2M ago12:08

12:08

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 cent…

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313. Investing in India's future: manufacturing, digitalisation, and market valuations 21:45

2M ago21:45

21:45

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 attractin…

1
312. Waiting for the penny to drop on UK smaller companies 14:52

2M ago14:52

14:52

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 …

1
311. The AI frontier and today’s investment opportunities 27:50

3M ago27:50

27:50

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, a…

1
310. Investment strategies for uncertain times 29:46

3M ago29:46

29:46

David Coombs, manager of Rathbone Strategic Growth Portfolio, explains the funds LED (liquidity, equity risk and diversifiers) framework and gives an overview of all areas of the portfolio today and the fund’s positioning. From dissecting geopolitical influences to analysing sectors like defence, MedTech, and retail, David provides valuable insight…

1
309. The three keys to investing success 28:13

3M ago28:13

28:13

The IFSL Wise Multi-Asset Growth fund has weathered various market storms since launch 20 years ago. We explore the challenges of navigating volatile markets, particularly amidst events like Brexit and the Covid-19 pandemic, with co-manager Vincent Ropers. Despite the noise, he finds solace in the abundance of value opportunities for patient invest…

1
308. Navigating market highs around the globe: insights from Q1 2024 18:19

3M ago18:19

18:19

Darius McDermott and Juliet Schooling Latter are back for a comprehensive quarterly market update. Reflecting on the first quarter of 2024, they delve into various regions and sectors that experienced notable highs. We also discuss the potential for economic recovery in Europe, China's struggle to regain momentum post-Covid and speculation surround…

1
307. The complexity of gold and its all-time high price 25:10

4M ago25:10

25:10

Manager of Jupiter Gold & Silver, Ned Naylor-Leyland, looks into the current dynamics affecting the gold market amidst conflicting factors like geopolitical tensions and interest rates. He provides insights into the intricate nature of gold pricing across different currencies, the recent breakout in the gold price including the flow dynamics in the…

1
306. The secrets to long term outperformance in US equities 14:10

4M ago14:10

14:10

Maneesh Bajaj, manager of the Brown Advisory US Flexible Equity fund, shares insights into the fund's philosophy and flexible approach, attributing its long term success. We cover a whistle stop tour of US headlines including the Magnificent Seven, including both Microsoft and Alphabet, the growing role of artificial intelligence across industries,…

1
305. Why Britain is back in business 18:20

4M ago18:20

18:20

In a special “Spring Budget” feature we’re joined by four fund managers and our very own research director, Juliet Schooling Latter, to take a closer look at UK equities. We discuss what the British ISA could mean for the UK market but, most importantly, what else still needs to be done to improve sentiment and encourage global investors to return.…

1
304. Navigating growth in America and the impact of AI 29:57

5M ago29:57

29:57

Ben James, investment specialist director on Baillie Gifford American, gives insights into why the U.S. remains a prime location for growth investors, highlighting its innovation, deep talent pool, and unique cultural optimism. A significant portion of the podcast is dedicated to the transformative power of Artificial Intelligence (AI) in the inves…

1
303. Energising portfolios: investing in clean energy income strategies 18:09

5M ago18:09

18:09

Will Argent, investment advisor to the VT Gravis Clean Energy Income fund, explores the distinctive features that set this fund apart and provides insights into the resilience of renewable energy assets through economic cycles. We also discuss the challenges faced by energy storage and battery trusts, the compelling valuations in the current market…

1
302. The “once in a generation opportunity” in the UK market 24:24

5M ago24:24

24:24

This episode focuses on the UK market, highlighting the current generational opportunity and overall optimism despite recent challenges. Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund, shares insights into the fund's emphasis on mid-cap investments, citing attractive valuations resulting from years of negative sentiment. Simon…

1
301. The opportunities and challenges of AI 20:23

5M ago20:23

20:23

Dave Dudding, manager of the CT Global Focus fund, discusses the S&P 500 reaching 5,000 for the first time and various aspects of the current economic landscape, such as supply chain dynamics, inflation, and the impact of artificial intelligence (AI) on the market. Dave shares insights into specific holdings in the portfolio, including Nvidia, Micr…

1
300. Unique opportunities await in UK equities 32:46

6M ago32:46

32:46

The VT Downing Unique Opportunities fund has a focus on small and mid-cap companies. Manager Rosemary Banyard covers the challenges faced by smaller companies, changing sentiment, and political influences on the AIM market during this interview. We also explore the impact of M&A activities on the fund's portfolio and turnover. We finish with a case…

1
299. Expert insights into the FTSE 250 24:09

6M ago24:09

24:09

Chris St John, manager of the AXA Framlington UK Mid Cap fund, walks us through the FTSE 250, providing insights into its composition, changes, and dynamics of the mid cap index. We cover the diversity within the index, sectoral makeup and international exposure and well as the potential for M&A activities in 2024. Chris explains why the FTSE 250 i…

1
298. Why Japan is due for a review of investor perception 14:03

6M ago14:03

14:03

Richard Kaye, manager of Comgest Growth Japan, covers a range of topics relevant to investors today, beginning with insights into ongoing reforms at the Tokyo Stock Exchange, emphasising the need for genuine change driven from within companies.The discussion then shifts to the inflation outlook for 2024, the irregularity of the yen's situation and …

1
297. From Goldilocks to recession: the polarising outlook for 2024 20:43

6M ago20:43

20:43

James Mee, co-head of multi-asset strategies and manager of the Waverton Multi-Asset Income fund, dives into the current economic landscape, exploring the likelihood of a recession and the factors influencing global markets. Giving an update on fund positioning and allocation across equities, fixed income, and alternative investments we touch on te…

1
296. 2024 investment outlook: unpacking the past, predicting the future 24:54

7M ago24:54

24:54

Darius McDermott and Juliet Schooling Latter return for a comprehensive quarterly market update reflecting on key moments from the last year, particularly focusing on the dominant themes of inflation, interest rates, and technology. Darius and Juliet share insights on the unexpected resilience of markets amid interest rate hikes and discuss notable…

1
295. Recession, rates and rebalancing – predicting the fixed income landscape in 2024 20:01

7M ago20:01

20:01

Fixed income yields are at a “once in a generation opportunity” according to Alex Pelteshki, co-manager of Aegon Strategic Bond. Alex provides us with a comprehensive overview on the peaking of rates and yields, emphasising the impact of already tight monetary policies across major markets. Alex also highlights the fund's flexible approach, focusin…

1
294. Why the big tech names can continue to outperform in 2024 21:46

7M ago21:46

21:46

Simon Nichols, manager of BNY Mellon Multi-Asset Balanced, explains why he believes the world’s leading technology firms can continue to deliver strong performance heading into 2024. Simon also explains the fund’s thematic approach, and how it helps identify companies tapping into major themes, like de-globalisation and aging populations, to micro-…

1
293. Navigating complexity: ESG and Human Rights 34:26

8M ago34:26

34:26

Dr. Paul Jourdan, CEO of Amati Global Investors, explores the unique ESGH approach employed by Amati, shedding light on the importance of adding the "H" for Human Rights to ESG, emphasising its significance as a separate category of investment risk. Drawing on experiences over 25 years, he discusses the blind spots in the investment community regar…

1
292. Trends, risks and opportunities in global bonds 21:21

8M ago21:21

21:21

This episode covers the interesting dynamics of the past year, including varying economic forecasts, the impact of hiking cycles, and the phases of higher yields in developed markets. Eva Sun-Wai, fund manager on the M&G Global Macro Bond fund, provides insights into the three phases of higher yields, touches on the unique features of the US mortga…

1
291. Why investors should keep a keen eye on UK equities in 2024 17:06

8M ago17:06

17:06

Alexandra Jackson, manager of Rathbone UK Opportunities, discusses the challenges faced by the UK equities market, examining the impact of global events, rising bond yields, and third-quarter results on investor sentiment. Alexandra provides a nuanced perspective on the housing market, particularly focusing on Rightmove's resilience amid competitio…

1
290. Defensive plays: how to thrive in a market full of surprises 26:49

8M ago26:49

26:49

Dillon Lancaster, co-manager of the TwentyFour Dynamic Bond fund, talks us through the current push and pull factors in the bond market, focusing on the team's strategic moves in response to the central banks' aggressive rate hikes over the past 18 months. We discuss why the team has been favouring government and investment grade bonds, their views…

1
289. “It’s not the cycle you’re in that matters, it’s the starting point" 22:09

8M ago22:09

22:09

Bob Kaynor, manager of the Schroder US Mid Cap fund, digs deeper into the US economy. We touch on the ‘Magnificent Seven’ and how they shed light on a wider issue: can the level of concentration in the S&P 500 continue? Or is the AI bubble set to bust? We navigate through the unique challenges posed by student debt, higher interest rates, the US co…

1
288. Virus resistant pigs, Amazon TV deals and why the UK is so compelling 15:14

9M ago15:14

15:14

Murray Income manager Charles Luke highlights a trio of reasons why the UK market looks compelling at present, while also discussing the importance of focusing on quality companies when there is so much noise. We delve deeper into some of the companies in his portfolio, including a genetics company working on virus resistant pigs and a familiar FTS…

1
287. The ‘Cashflow Champions’ of Europe 14:54

9M ago14:54

14:54

Samantha Gleave, co-manager of Liontrust European Dynamic, discusses the fund's investment process, including how a company can qualify for its 'cashflow champions' watch list. The interview also touches on the importance of the macroeconomic environment, concerns related to energy prices, the impact of recession in Germany and why the fund is tilt…

1
286. Will 2024 be the year of the polarised recession? 20:28

9M ago20:28

20:28

Dr. Niall O’Connor, manager of SVS Brooks Macdonald Defensive Capital, gives a comprehensive overview of the financial landscape for investors, including the role of inflation, interest rates, asset valuations across various markets and, ultimately, where there may be opportunities. We delve into the dynamics of investment trusts - including the su…

1
285. Demographics, automation, and AI: Japan's complex landscape 12:23

9M ago12:23

12:23

Sophia Li, manager of FSSA Japan Focus, joins us to discuss the driving forces behind the strong performance of the Japanese stock market in 2023. We delve into the influence of foreign investors - particularly Warren Buffet - on the Japanese market and whether their growing confidence should serve a positive indicator for long-term investors. We d…

1
284. Investment opportunities amid changing economic landscapes 18:18

9M ago18:18

18:18

Darius McDermott and Juliet Schooling Latter return to discuss the fallout from an incredibly busy third quarter of 2023. The duo discuss whether interest rates have peaked, how inflation is evolving, and why the uncertainty in markets leaves them open to a number of very different economic scenarios. They also touch upon recent political developme…

1
283. Rolling with the punches in the face of uncertain inflation 25:23

10M ago25:23

25:23

In this interview, Richard Parfect, co-manager of the VT Momentum Diversified Income fund, gives an overview of where he believes the opportunities in the market lie today, highlighting high yield, emerging market debt and specialist assets. We then shift to a broader discussion around inflation and how that impacts the fund’s inflation target of C…

1
282. How value investing and sustainability can be good bedfellows 24:04

10M ago24:04

24:04

Will Lough, manager of R&M Global Sustainable Opportunities, tells us more about the newly launched fund. We touch on the coexistence of value investing and sustainability, emphasising the importance of defining these concepts broadly rather than in narrow terms. Will explains how sustainability is evaluated through three pillars: people, innovatio…

1
281. Navigating changing demographics through impact investing 20:51

10M ago20:51

20:51

The world's population is projected to become more urbanised, with 68% living in cities by 2050, according to our guests Kate Hewitt and Harriet Topham, ESG and Impact specialists at Montanaro Asset Management. We dive into this theme of the built environment, changing demographics and urbanisation's impact on investments. Harriet illustrates the p…

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280. Seven fund managers, just ten minutes, what would you ask them? 23:20

10M ago23:20

23:20

In this special bonus episode to mark ‘International Podcast Day’, the focus is on a unique FundCalibre event - fund manager speed dating. Seven journalists had the opportunity to interview seven fund managers in a fast-paced setting, delving into their views and investment philosophies. The team at FundCalibre also took the opportunity to find out…

1
279. Why “sin stocks” aren’t inherently bad 19:49

10M ago19:49

19:49

We touch on the UK stock market’s up and downs with Alessandro Dicorrado, co-manager of the Ninety One UK Special Situations fund, who questions whether recent performance has been driven by sentiment or the overall challenges faced by UK companies today. Alessandro emphasises the team's focus on contrarian investing as we look closer at the fund’s…

1
278. Competitive advantage and the power of a strong brand 24:35

10M ago24:35

24:35

David Dudding, manager of the CT Global Focus fund, and newly appointed co-manager Alex Lee, share the fund’s investment philosophy of focusing on company-specific factors, competitive advantages, and long-term growth potential. We also consider global economic trends and thematic investment opportunities such as decarbonisation and energy efficien…

1
277. Investing through the recession that hasn’t come… yet 22:40

10M ago22:40

22:40

We start our interview with Tom Lemaigre, co-manager of Janus Henderson European Selected Opportunities, by getting an update on the fund’s future given the retirement of veteran manager, John Bennett. Tom emphasises that the investment process and core tenets will remain unchanged despite the change of leadership. Tom also covers the current econo…

1
276. Japan’s resilience and debunking deglobalisation 27:04

11M ago27:04

27:04

Delve into Japan's economic landscape and its place in the world with Sam Perry, manager of the Pictet Japanese Equity Selection fund. Sam gives a critical examination of the perception of deglobalisation and its impact on Asia and Japan, before shifting to Japan's unique economic environment and newfound – and welcome - inflation. We also consider…

1
275. Why the UK market is at an attractive entry point 23:33

11M ago23:33

23:33

The VT Downing Unique Opportunities fund recently celebrated its third anniversary. With its life so far having been dominated by tumultuous global events such as the pandemic, the invasion of Ukraine, and rising inflation, manager Rosemary Banyard joins us to discuss how she navigated these challenges and managed to outperform in spite of them. Th…

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