FundCalibre - Investing On The Go podcast

#Trading #Business #FundCalibre

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Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

FundCalibre - Investing on the go

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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 at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre

357 episodes

FundCalibre - Investing on the go

updated a day ago

Series home•Feed

357 episodes

#Trading #Business #FundCalibre

All episodes

FundCalibre - Investing on the go

1
356. India’s economic evolution: from food chains to pharma plays 22:53

1 day ago22:53

22:53

Ajay Tyagi, manager of the UTI India Dynamic Equity fund , takes a deep dive into the changing dynamics of the Indian economy and equity market. He discusses how India’s growing middle class is driving consumption, which sectors offer long-term potential, and how global trade tensions are influencing market positioning. We also cover the outlook for small and mid-cap stocks and what rising per-capita income means for future growth. What’s covered in this episode: What has been the impact of Trump’s tariffs on India? What’s your initial reaction? Will tariffs impact holdings in the portfolio? What’s the outlook for India’s middle class? The IMF’s lowered growth forecast The long-term appeal of the food services industry What do valuations look like today? Where are the small and mid-cap opportunities? Benefits of being a local asset manager Why the manager expects the government to do more Growth in the speciality chemical sector More about the fund: UTI India Dynamic Equity fund invests across the market-cap spectrum of Indian companies. The investment process is based on quality, growth, and valuation, and the team conducts thorough on-the-ground research to identify and monitor companies with a high potential for significant market outperformance. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
355. Why mining still matters in an increasingly volatile world 30:38

8 days ago30:38

30:38

Commodities have always been cyclical, but today’s mining sector is facing a unique blend of macroeconomic volatility, geopolitical tension, and structural change. In this episode, we hear from Evy Hambro and Olivia Markham, co-managers of the BlackRock World Mining Trust , as they discuss current disruptions like tariffs and trade rerouting, the surprising disconnect between commodity and equity prices, and the rising importance of critical materials like copper and uranium. We also unpack how unquoted investments, royalty strategies, and income diversification are helping to future-proof the portfolio. What’s covered in this episode: Initial reactions to Liberation Day and what it means for the portfolio The breakdown in commodity prices and share prices of the companies that produce them The gold price continues to soar Increasing exposure to gold equities How you could have underperformed with a gold equity ETF The long-term appeal of copper What types of companies make up the unquoted part of the portfolio? The dividend track record of the trust How important is China to the commodities outlook? What infrastructure spending in Europe means for the sector A renaissance in uranium Do you expect M&A activity to continue to grow? More about the fund: BlackRock World Mining is a specialist trust offering exposure to mining and metals companies globally. Managed by one of the most experienced teams in the market, this trust is ideally positioned to tap into a number of global tailwinds set to benefit the mining sector. The trust has significant flexibility to invest across various metals and mining companies, including unquoted companies. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
354. What makes a great income investment? 25:41

22 days ago25:41

25:41

Dividend investing remains a popular strategy, but what makes a great dividend stock? Nick Clay, manager of the TM Redwheel Global Equity Income fund , explains the key characteristics of strong dividend-paying companies, the sectors offering the best opportunities, and the macroeconomic factors influencing global equity income investing. We also discuss the role of dividends in different market cycles and what investors should consider when building a diversified portfolio. What’s covered in this episode: Why the fund is significantly underweight the US Are we heading towards the end of capitalism? Why a buy-and-sell discipline is so important when markets go to extremes Selling out of Qualcomm and TSMC And buying into LVMH It’s not doom and gloom in luxury names, or China Are we headed for a prolonged period of inflation? Why inflation isn’t high enough Three reasons to add income today Why the Mag 7 won’t protect you during market volatility More about the fund: Nick Clay is a highly experienced manager and the investment strategy on the TM Redwheel Global Equity Income fund is well proven. It has a true contrarian nature backed up by a logical and disciplined philosophy. This leads to an attractively-yielding income fund (every holding must yield at least 25% more than the broader market at the point of purchase) that also allows for capital return from a concentrated portfolio. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
353. Tech, tariffs and turmoil: what’s next for investors? 26:27

29 days ago26:27

26:27

In this quarterly market update, Darius McDermott and Juliet Schooling Latter analyse the latest investment trends shaping 2025. From the dominance of tech and US markets to the resurgence of China and the struggles of smaller companies, we cover the key themes impacting global investors. With valuations stretched in some regions and opportunities emerging in others, is it time to diversify? We debate the outlook for the Magnificent 7, the impact of Trump’s reelection, and whether UK and US smaller companies are poised for a turnaround. What’s covered in this episode: The winners of 2024 Can US dominance continue? Will the Mag 7 be the winners of 2025? Why investors should look beyond US markets UK Smaller Companies continues to be attractive The debated pros and cons of China The long-term story remains strong in India Why are smaller companies underperforming globally? Market volatility caused by Trump — and the impact What can investors expect from the Bank of England in 2025? Fixed income should be in everyone’s portfolio Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
352. Are we on the brink of a UK consumer boom? 16:44

5 weeks ago16:44

16:44

UK equities have long been overlooked, but things may be changing. In this episode, we sit down with Jeremy Smith, manager of the CT UK Equity Income fund , to discuss why international investors are rediscovering value in the UK market, which sectors are thriving, and the role of mergers and acquisitions in reshaping the investment landscape. We also explore the challenge of sustaining dividend income, the impact of economic trends, and whether the UK could be on the brink of a consumer boom. What’s covered in this episode: What’s bringing international investors back to the UK? The fund’s overweight to industrials Why the fund is underweight commodity-linked sectors A contrarian view on the banking sector The uptick in M&A activity and what it means for the fund Searching for reliable income Why we could be on the brink of a consumer boom What makes mid-caps so attractive More about the fund: CT UK Equity Income is managed by the highly experienced Jeremy Smith. He looks for unloved companies listed on the London Stock Exchange, with the ability to sustainably grow their dividends. The fund is unconstrained and has a ‘contrarian value’ bias. Jeremy looks for hidden gems and businesses with long-term potential. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
351. Where essential services meet investment income 26:04

6 weeks ago26:04

26:04

Infrastructure investing goes far beyond toll roads and airports. Shane Hurst, co-manager of the FTF ClearBridge Global Infrastructure Income fund , shares how the essential assets powering our daily lives—from regulated water utilities in the UK to the electric grids supporting AI growth in the US - can provide powerful returns. He covers how global listed infrastructure can provide exposure to powerful themes like energy transition, reshoring and AI. What’s covered in this episode: What are the objectives of this fund? How do you define infrastructure? What makes a water company so appealing? How water utilities differ in UK versus US Why electrics are the fund’s largest exposure Could electric companies play a bigger part in the portfolio going forward? Three airports that stand out amongst the rest Adding exposure to pipelines Can the fund invest in emerging markets? Why Trump isn’t a headwind for infrastructure The positive and negative impacts of Trump on the sector How AI infrastructure could benefit this fund The risks involved in the sector Three themes to consider for the long term More about the fund: This fund has an excellent yield, great performance and is managed by an experienced team. The fund has delivered for investors since its launch and you would be hard pressed to find a more experienced team of infrastructure specialists. We particularly like the fund's track record of dividend growth on top of an already generous yield. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
350. Quant meets instinct: inside the Nutshell Growth fund 24:48

7 weeks ago24:48

24:48

Mark Ellis, manager of the Nutshell Growth fund, shares his fascinating journey to becoming a fund manager with a unique quantitative process at the heart of this fund. The fund blends quality growth, and momentum factors, constantly evolving with twice-monthly reviews to ensure the portfolio holds the world’s best opportunities. Mark explains why trading more frequently doesn’t necessarily lead to higher costs and how his background as a trader gives the fund a crucial edge in capturing alpha. A must-listen for any growth investor. What’s covered in this episode: The manager’s professional background Momentum in the FTSE 350 The fund’s unique quant process Why the manager starts with a blank slate twice a month Why trading leading to high costs is a misconception When this fund will underperform Current trends in the market Why they’ve added Novo Nordisk and Nvidia Searching for those hidden gems in mid and small-caps Are US markets overvalued? More about the fund: This is an innovative and original fund. Nutshell Growth is a high-conviction, concentrated, pragmatic fund investing in exceptional growth companies. What makes this fund different is the heavy quantitative input which guides the manager. It is firmly on our radar as an exciting future prospect. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
349. Where to find opportunities as markets broaden in 2025 23:06

8 weeks ago23:06

23:06

In this episode, we explore how recent AI-fuelled tech dominance may be giving way to a broader market rally. Simon Nichols, manager of the BNY Mellon Multi-Asset Balanced fund , explains how they’re diversifying into industrials, healthcare, and consumer sectors, and how geopolitical factors, including the recent US election, have influenced positioning. We also discuss the evolving bond market, where higher yields are creating new opportunities. What’s covered in this episode: Where does the global equity market stand today? How do global valuations look today? Is the manager diversifying away from technology? Taking advantage of opportunities in China and healthcare The fund’s exposure to UK companies Does a Trump presidency change the fund’s positioning? An element of broadening out of technology The fund’s bond exposure The potential impact of Trump and Doge on bond markets Is the manager focusing on “growth”? How inflation is factored into the portfolio Balanced as balanced could be? More about the fund: Manager Simon Nichols has created a rock-solid global multi-asset vehicle which uses themes to target the forces driving global change in markets. He does this by investing in what he calls “future-facing business models” which have the ability to tap into megatrends in their respective industries. The fund predominantly invests in global equities, but also has an allocation to bonds. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
348. Unlocking the power of infrastructure 16:23

9 weeks ago16:23

16:23

Alex Araujo, manager of the M&G Global Listed Infrastructure fund , shares why infrastructure should be a key component of an investor's portfolio. We explore the different types of infrastructure in the fund —economic, social, and evolving — and how they provide essential services while offering stable cash flows and long-term growth. Alex shares insights on the impact of rising interest rates, the energy transition, digital infrastructure’s rapid expansion and the geopolitical factors influencing the sector. What’s covered in this episode: Why should investors consider infrastructure? The different types of infrastructure assets Inflation protection as a key driver Targeting a combination of income and growth What is “social” infrastructure? Why digital infrastructure is more than just AI The impact of geopolitics on these assets Why the fund has gold exposure The outlook for global infrastructure More about the fund: M&G Global Listed Infrastructure looks for a balance of growth and income from three key areas of the sector: economic, social and ‘evolving’ infrastructure. This means investments can include anything from utilities and toll roads to health, education and civil buildings, as well as mobile towers, data centres, payment companies and royalties. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
347. Sustainability is a journey, not a clear destination 26:00

10 weeks ago26:00

26:00

Peter Michaelis, manager of the Liontrust Sustainable Future Managed fund , has over 20 years experience in sustainable responsible investment. He shares the evolution of sustainable investing, including challenges in recent years, and why the future remains bright. This fund has over 20 underlying themes, of which we cover a handful, including resource efficiency, circular economy, healthcare innovation and digital security, complete with valuable company examples throughout. We finish with a broader look at sustainability and the potential impact of politics and Trump 2.0. What’s covered in this episode: An introduction to the Liontrust Sustainable Future Managed fund Long term performance of the strategy Why the fund underperformed recently How sustainable investing has evolved The three megatrends in the portfolio Better resource efficiency and circular use of materials Investing for greater resilience and safety Promoting a circular economy Two companies combating fast fashion “We’re looking for the digital camera to Kodak” Two recent additions to the portfolio Opportunities in the mid-cap area of the market Why Trump isn’t all bad for sustainability More about the fund: Liontrust Sustainable Future Managed aims to deliver capital growth over the long term through its own sustainable process and by investing in a combination of global equities, bonds and cash. The managers use a thematic approach to identify the key structural growth trends that will shape the global economy of the future, across a 40-60 stock portfolio. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
346. Navigating rate cuts and inflation: tactical strategies for a volatile market 27:45

11 weeks ago27:45

27:45

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 trends impact bond markets, this discussion sheds light on where the risks and opportunities lie. What’s covered in this episode: The three key components of the Invesco Tactical Bond fund How allocation has changed over the past year What combining macro awareness and stock selection means in practice How the manager builds the fund Why the UK is a fascinating space for investors The fund’s exposure to UK interest rates The key opportunities in the UK market Will UK inflation remain sticky in 2025? The Trump 2.0 effect on bond markets How the fund allocates to emerging markets The appeal of Mexican and Brazilian debt What is duration? How the fund’s duration exposure has changed over the the past year Where are the best opportunities today? More about the fund : The Invesco Tactical Bond fund is the most flexible fund in Invesco’s fixed income range. It is designed to capitalise on all the resources within the team and invest across the whole fixed income opportunity set. The managers use an active style whereby risk can be continually adjusted according to market conditions and the level of return on offer. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
345. Decarbonisation, investment trends & the next big shifts 22:22

12 weeks ago22:22

22:22

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, shedding light on the opportunities and risks shaping climate investing in the years ahead. What’s covered in this episode: Are we seeing improvement on climate targets? The possibility of a Minsky moment How will a Trump administration impact climate spending? The changes to the Inflation Reduction Act Performance on the clean team sector Why is China seeing such significant growth? Where are the current risks in this sector? Why has consumer behaviour been slow to change? Does change in sentiment create more opportunities for investment? Three opportunities today More about the fund: Launched in December 2019, Ninety One Global Environment is a global equities fund that includes emerging markets, but which has a unique approach of only investing in companies that are contributing to the decarbonisation of the world economy. The portfolio has complete conviction, with just 20-40 holdings, and will have limited crossover with peers or its benchmark. Managers Deirdre and Graeme try to make the overall portfolio style neutral, with the stock selection set to be the primary driver of returns. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
344. UK Mid-Cap Opportunities: Books, games and big returns 26:33

14 weeks ago26:33

26:33

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 covered in this episode: The appeal of Bloomsbury Publishing How BookTok is driving growth Should investors be worried about TikTok in the US The niche drivers behind Games Workshop The promotion of Games Workshop to FTSE 100 Why good management is important Putting the long-term interests of shareholders first The flexibility to run your winners Structural issues in the UK market Opportunities on the AIM market Software reseller: Bytes Technology and Softcat Holding belief in UK equities Keeping the fire alive for UK equities The simple reason to buy UK equities today More about the fund: The Rathbone UK Opportunities fund is a flexible fund targeting quality growth businesses, looking to take advantage of cheap UK valuations. The fund combines structural winners with a strong core of high-quality compounders with a final portfolio of around 50 to 60 holdings, with a bias to mid-cap stocks. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
343. The longevity factor: how aging is transforming financial planning 24:11

20 weeks ago24:11

24:11

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 pharmaceuticals, where innovation meets the challenges of longevity. Whether you're planning for retirement or considering the future impact of aging populations, this episode offers a timely perspective to help you navigate your financial planning. What’s covered in this episode: The impact of increasing longevity on investing goals How aging workforces affect global economies, pension schemes, and healthcare systems Companies actively recruiting older workers Companies offering apprenticeships for those over 50 The importance of finding purpose in later-life work The role of dividends in long-term investment growth and income flexibility Why it’s never too late to start investing The influence of demographic shifts in Japan and China on workforce dynamics A focus on industries like pharmaceuticals and healthcare Key investment themes linked to longevity More about the fund: The Rathbone Income fund gives investors exposure to a concentrated portfolio of companies with high quality and visible earnings. The managers are unconstrained in terms of sector weightings and are able to fully express their market views with the portfolio positioning. The fund usually consists of between 30 and 50 holdings. It invests predominantly in UK equities (80% or more), while up to 20% of the total may be held in cash and overseas equities. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.…

FundCalibre - Investing on the go

1
342. Why small-caps deserve your attention next year 22:20

21 weeks ago22:20