Podcast
FundCalibre - Investing on the go
Hosted by FundCalibre · EN
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
29episodes
Episodes
Newest firstAll episodes
386. 5% income without sacrificing growth
Mar 500:26:46Tap to summarizeThis episode discusses how a diversified monthly income portfolio is constructed to deliver a consistent income stream alongside capital growth. In our interview with Vincent McEntegart, co-manager of the Aegon Diversified Monthly Income fund, we find out why a 5% income target was chosen, how income is sourced across equities, bonds, alternatives and currencies and how the portfolio has adapted as interest rates have risen. We also discuss the role of duration management, portfolio diversification, currency hedging and disciplined rebalancing in protecting investors through market volatility, particularly for those in or approaching decumulation. What’s covered in this episode: Why target a 5% monthly incomeIncome vs capital growth trade-offsBuilding a diversified income portfolioEquities, bonds, alternatives and currency incomeHow higher interest rates changed the strategyManaging duration and interest rate riskUsing currency to enhance yieldProtecting capital during market drawdownsIncome investing in the decumulation phaseLearn more on fundcalibre.comPlease 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.
Transcribe →385. Is Asia being mispriced by global investors?
Feb 2600:17:16Tap to summarizeThis interview explores the case for Asian equities amid changing market conditions. David Perrett, manager of the M&G Asian fund, joins us as we discuss why Asia remains compelling for long-term investors and how much recent performance reflects fundamentals versus sentiment. We also look at China’s evolving opportunity set, the importance of bottom-up stock selection, valuation-driven country positioning and the growing role of domestic consumption across the region. We finish with what investors should realistically expect from Asian equity exposure over a full market cycle.What’s covered in this episode: Why Asia still looks attractive long termFundamentals vs sentiment in recent performanceChina’s post-property reset opportunity setBottom-up stock pickingCurrency competitiveness across AsiaDomestic consumption The rising middle class in AsiaValuation-driven country overweights…And where the fund is underweightManaging volatility in Asian equity portfoliosLearn more on fundcalibre.comPlease 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.
Transcribe →384. European investing with a risk-aware edge
Feb 1900:23:28Tap to summarizeMarcel Stotzel shares how his team manages the Fidelity European Trust with a focus on quality, downside protection and sustainable dividend growth. We cover the recent merger with the Henderson European Trust, the benefits of scale and liquidity and how high-quality companies are navigated amid market rotations and higher rates. Marcel also discusses the evolving European investment landscape, domestic opportunities and why they have selective exposure to AI.What’s covered in this episode: The trust’s risk-aware approachDividend growth as a performance driverThree benefits of the Henderson European Trust mergerNavigating market rotations and high ratesCurrent opportunities in domestic EuropeBuilding a balanced portfolioSelective exposure to the AI themeLeveraging global research networksInsights on valuation and long-term growthLearn more on fundcalibre.comPlease 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.
Transcribe →383. What’s going on with gold and silver?
Feb 1200:22:03Tap to summarizeGold and silver are more than commodities, they’re a long-term hedge, portfolio diversifier and reflection of economic policy according to today’s guest. Ned Naylor-Leyland, manager of the Jupiter Gold & Silver fund, dives into the dynamics driving gold and silver markets today. He explains the recent market swings caused by margin trading, Fed policy signals and investor enthusiasm. We also cover how physical ownership mitigates counterparty risk and why mining companies present a compelling investment opportunity. Ned also highlights silver’s critical industrial uses and explains why gold and silver remain essential portfolio assets for the long term.What’s covered in this episode: Recent gold and silver market swingsImpact of Fed announcements and central bank policyLeverage and volatility explainedPhysical gold vs ETFs vs paper silverWhy mining companies are undervaluedSilver’s industrial usesCounterparty risk and de-risking strategiesLong-term portfolio allocation for precious metalsLearn more on fundcalibre.comPlease 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.
Transcribe →382. Why frontier markets are less risky than you think
Feb 500:21:48Tap to summarizeFrontier markets, those countries outside both developed and emerging markets, offer investors access to dynamic companies and compelling growth potential. T. Rowe Price Frontier Markets Equity fund manager Johannes Loefstrand tells us what defines frontier markets, why they can provide both low volatility and high returns. He also shares the advantages of active investing in these regions, the key sectors, impact of geopolitical shifts and how global investors can benefit from market inefficiencies. One thing is clear, from Vietnam to Morocco, frontier markets provide opportunities for portfolio diversification and long-term growth.What’s covered in this episode: Definition of frontier marketsKey countries and sectors to watchGrowth vs. risk in frontier marketsDiversification and low correlation benefitsActive vs. passive investing strategiesHidden gems and high dividend opportunitiesImpact of geopolitical shiftsCurrency and market volatility considerationsLong-term drivers of frontier market returnsPortfolio allocation insightsLearn more on fundcalibre.comPlease 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.
Transcribe →381. Why the next growth wave might come from Asia
Jan 3100:23:10Tap to summarizeThis interview takes a fresh look at Asia’s investment landscape, challenging some of the most common misconceptions about the region. Our in-depth discussion with Qian Zhang, investment specialist on the Baillie Gifford Pacific fund, explores why economic growth has not always translated into market returns, and how shifting macro headwinds, currency dynamics, and sentiment towards China are changing the outlook. We also dive further into domestic demand, innovation and structural trends such as AI, advanced manufacturing and supply chain repositioning are creating new opportunities.What’s covered in this episode: Why Asia underperformed — and what’s changingStrong dollar and China sentiment headwindsDomestic demand vs global trade fearsThe “opportunity gap” in Asian equitiesAI hardware and Asian choke pointsAdvanced manufacturing leadershipRising domestic brands and consumptionSupply chain repositioning winnersVietnam and off-index opportunitiesGrowth styles: duration, pace, surpriseLearn more on fundcalibre.comPlease 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.
Transcribe →380. Can income investing still beat inflation?
Jan 2900:26:35Tap to summarizeDiscover how global dividend investing has evolved in a world of shifting inflation, volatile markets and concentrated index leadership. Stuart Rhodes, manager of the M&G Global Dividend fund, focuses on identifying companies capable of delivering sustainable dividend growth through strong cash generation, disciplined reinvestment and sensible valuations. We discuss a wide variety of topics this week, including the balance between yield and growth, geographic opportunities across global markets, the role of technology in an income portfolio and how currency movements affect returns. We also explore risks to income, the recent underperformance of quality investing and why valuation discipline may become increasingly important as market leadership begins to broaden.What’s covered in this episode: Dividend growth vs headline yieldCash flow and reinvestment disciplineInflation and real income protectionGlobal opportunity setUS valuations: myth vs realityMid-cap vs mega-cap exposureTechnology’s role in income portfoliosCurrency impact on dividendsQuality investing under pressureWhy valuation discipline mattersLearn more on fundcalibre.comPlease 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.
Transcribe →379. Is this another tech bubble? Or the next growth wave?
Jan 2200:25:48Tap to summarizeTechnology investing goes far beyond hardware and consumer gadgets. This episode explores how the sector has evolved, focusing on the underlying “technology DNA” that now runs through industries from finance to healthcare. Jeremy Gleeson, manager of the Allianz Global Hi-Tech Growth fund, covers enterprise and consumer spending trends, the realities of AI investment and returns and the less glamorous but essential infrastructure powering innovation. We examine opportunities beyond the dominant mega-cap names, including mid-cap and Asian technology leaders, cybersecurity, networking and data infrastructure.What’s covered in this episode: What defines a “technology” company todayTechnology DNA vs traditional labelsEnterprise vs consumer tech spendingAI investment: promise and pitfallsSecond-order AI beneficiariesLife beyond the mega-cap tech giantsMid-cap and Asian tech opportunitiesCybersecurity as essential infrastructureValuations and bubble fearsThe next frontier: space technologyLearn more on fundcalibre.comPlease 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.
Transcribe →319. Megatrends, AI supercycle and the future of investing
Jun 26, 2024Tap to summarizeZehrid ‘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, Zed provides insights into the valuations of industry giants Nvidia and Mastercard, and touches on the implications of interest rate changes on quality growth companies.What’s covered in this episode: Three-step process to building a high-conviction portfolioThe trust’s valuation frameworkThe three megatrends targeted in this trust The benefit of thematic investingTargeting seismic thematic shifts, for example, an aging populationWhy the market is underestimating the AI opportunityThe cross-section of AI and the stated megatrendsThe “techno-industrial revolution” The investment case for Atlas CopcoHow to evaluate a company like NVIDIAThe investment case for long-term holding MastercardDo macro changes influence underlying holdings? More about the fund: Zed has shown himself to be an excellent manager of high-conviction strategies. This trust has the ability to tap into a series of long-term themes – such as the rise of electric vehicles, growth of the emerging market middle class and the onset of artificial intelligence - which have the potential to deliver strong outperformance for investors. The highly-driven research approach has proven to be extremely successful over the longer term across a range of portfolios.Learn more on fundcalibre.comPlease 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.
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