
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 at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre
Episodes
358 episodes
357. Why this global manager is underweight the US
We explore how valuation-driven investment strategies are navigating today’s turbulent global markets. Bertrand Cliquet, co-manager on the Lazard Global Equity ...
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21:26

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

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

354. What makes a great income investment?
Dividend investing remains a popular strategy, but what makes a great dividend stock? Nick Clay, manager of the TM Redwheel Global Equity Income fund, explai...
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25:41

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

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

351. Where essential services meet investment income
Infrastructure investing goes far beyond toll roads and airports. Shane Hurst, co-manager of the FTF ClearBridge Global Infrastructure Income fund...
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26:04

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

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

348. Unlocking the power of infrastructure
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 expl...
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16:23

347. Sustainability is a journey, not a clear destination
Peter Michaelis, manager of the Liontrust Sustainable Future Managed fund, has over 20 years experience in sustainable responsible investment. He ...
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26:00

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

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

344. UK Mid-Cap Opportunities: Books, games and big returns
Alexandra Jackson, manager of the Rathbone UK Opportunities fund, shares insights on two fascinating UK companies — Bloomsbury Publishing and Games Workshop. Despit...
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26:33

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

342. Why small-caps deserve your attention next year
Nish Patel, manager of the Global Smaller Companies Trust, shares insights into current valuations, the impact of recent interest rate cuts, and how...
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22:20

341. Why high yield isn’t as risky as you think
This episode discusses why high yield bonds, often labeled as ‘junk bonds,’ can be an attractive investment and how today's market is different from previous decades. Jack Holmes, co-manager of the
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20:08

340. Risk, resilience and rewards with Scottish Mortgage
Hamish Maxwell, investment specialist on Scottish Mortgage Investment Trust, offers listeners a comprehensive look into the current state of the global mar...
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21:26

339. What investors needs to know about a Trump victory
A special bonus episode looking at post-election analysis. We unpack the implications of the projected Trump win and the potential for a Republican clean sweep of the House and Senate. Justin Streeter, manager on the
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19:18

338. Why investors should be excited about India’s ‘Boringly Steady’ economy
Ajay Tyagi, manager of the UTI India Dynamic Equity fund, focuses on India’s economic growth, market trends, and demographic advantages. He highlights the impact of ...
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21:29

337. Meet the fund designed for retirement
Craig Rippe and Jordan Sriharan, co-managers of the WS Canlife Diversified Monthly Income fund, reveal how they aim to provide a stable, inflatio...
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30:02

336. Stock picking in a higher-rate world
This interview explores the shifting market environment, with a focus on how rising interest rates have created opportunities for stock pickers. Luke Newman, co-manager of the
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20:06

335. Finding value (and dividends) in uncertain times
Ben Peters, co-manager of the IFSL Evenlode Global Income fund, explains the fund’s focus on total returns and growing income streams. He shares how certain secto...
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17:11

334. Fed cuts, China rebounds, UK equities: what’s next for investors?
Darius McDermott and Juliet Schooling Latter join us once again for our quarterly market update. They cover the most recent developments in global markets, with a special focus on the Federal Reserve’s interest rate cuts and their influence on ...
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20:52
