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FundCalibre - Investing on the go

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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...

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Recent Episodes of FundCalibre - Investing on the go


322. How to maximise returns with high yield investing

322. How to maximise returns with high yield investing

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 subordinated bonds and corporate hybrids, the diversification and sectoral spread of the portfolio, and how the trust leverages opportunities in the high-yield bond market, especially during inflationary times.

What’s covered in this episode:

The origins of the Invesco Bond In...

Episode 10 July 2024 32m and 29s


321. The hidden opportunities in today’s metal market

321. The hidden opportunities in today’s metal market

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 predicting a strong future for metals, and lithium's growing importance in energy storage and electric vehicles.

What’s covered in this episode: 

Gold equities versus the gold spotValuation in gold minersToday’s opportunities in silver miners What’s more exc...

Episode 3 July 2024 24m and 28s


320. Navigating 2024 and the UK small-cap surge

320. Navigating 2024 and the UK small-cap surge

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 elections, geopolitical tensions and their impact on markets are examined, with a particular focus on the ongoing conflicts and their implications for investors. The update concludes with insights on the upcoming UK elections and a forward-looking outlook for the second half of 2024, emphasising the importance of interest...

Episode 28 June 2024 23m and 46s


319. Megatrends, AI supercycle and the future of investing

319. Megatrends, AI supercycle and the future of investing

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, 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...

Episode 26 June 2024 30m and 44s


318. Uncovering the secrets to consistent market outperformance

318. Uncovering the secrets to consistent market outperformance

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 covered in this episode: 

The secret to continued outperformanceThe ability to “run winners”…and how that’s impacted the portfolioThe company that went from $4...

Episode 19 June 2024 22m and 6s


317. 20 years of innovation: from healthcare to semiconductors

317. 20 years of innovation: from healthcare to semiconductors

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 and systematic trimming of large positions, like Nvidia, to manage risk.

What’s covered in this episode: 

How do you define “innovation” What theme...

Episode 12 June 2024 24m and 4s


316. Why quality brands are worth the wait

316. Why quality brands are worth the wait

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 episode: 

“We don't rent stocks, we own businesses for the long term”How the portfolio evolves over timeThe growing popularity of healthcare in the por...

Episode 5 June 2024 12m and 42s


315. From murky markets to the stock apocalypse

315. From murky markets to the stock apocalypse

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 implications of trends such as AI and ESG investing.

What’s covered in this episode: 

Why “the sun is setting on Venus” Thriving in a mur...

Episode 30 May 2024 22m and 20s


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

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

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-term outlook remains strong due to increasing global connectivity needs sharing two specific stocks that are well-positioned to benefit.

What’s covered in this episode: 

What’s the outlook for digit...

Episode 29 May 2024 12m and 8s


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

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

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 insights for investors, while also addressing concerns about market valuations

What’s covered in this episode: 

How do the Indian elections impact markets?What...

Episode 22 May 2024 21m and 45s

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