FundCalibre - Investing on the go

FundCalibre
  • 4.8 (12)
  • INVESTING
  • UPDATED WEEKLY

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

  1. 6 DAYS AGO

    377. Yield, stability and growth: rethinking infrastructure

    After a difficult period for infrastructure assets, 2025 has marked a more supportive environment. Will Argent, manager of the TM Gravis UK Infrastructure Income fund, examines what’s driving the recovery, from interest rate cuts and M&A activity to government infrastructure plans and regulatory developments. We discuss the role of renewables, utilities, digital and social infrastructure, and how diversification helps smooth returns across market cycles. He also explores how infrastructure income compares with equities and bonds, the importance of inflation linkage and what investors can realistically expect from the asset class looking ahead to 2026 and beyond. What’s covered in this episode:  Infrastructure performance in 2025Interest rates and stubborn gilt yieldsRegulatory risks and renewablesM&A activity in listed infrastructureThe UK government’s 10-year infrastructure planEnergy, water and grid investmentIncome vs capital growth balanceInfrastructure vs equities and bondsInflation-linked income streamsOutlook for the asset class in 2026More about this fund: TM Gravis UK Infrastructure Income is a unique fund that invests in a combination of UK-listed investment trusts, direct equities and bonds. This fund is an interesting option for income investors looking to diversify their portfolios. The fund’s high income and relatively low volatility make it particularly attractive.  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.

    23 min

  2. 11 DEC

    376. Is this the start of a new small-cap cycle?

    Small-caps have historically outperformed over the long term, but recent years have been dominated by large-cap momentum and narrow market leadership. Nish Patel, manager of the Global Smaller Companies Trust, discusses why the backdrop may now be shifting. We cover how smaller companies can deliver faster earnings growth, the importance of focusing on quality to reduce fragility and why valuations are at levels that have historically signalled new cycles in small-cap performance. Nish also breaks down the Trust’s three key investment categories, highlights opportunities in industrials and long-cycle commodities, and explains why Japan is currently the most exciting hunting ground for new ideas. What’s covered in this episode:  Faster growth potential in global small-capsWhy quality filters help reduce fragilityValuations at cycle turning levelsInterest rate cuts as a tailwindEconomic broadening beyond techIndustrial sector opportunitiesThree investment categories: compounders, quality cyclicals, long-cycle assetsJapan’s corporate reform boomWhy US valuations limit ideasRising M&A interest in high quality small-capsMore about this fund: The Global Smaller Companies Trust invests in smaller companies from around the world. Manager Nish Patel believes that these businesses experience superior growth over the long term compared with larger companies. His goal is to go where other equity researchers won’t, in order to find hidden gems at attractive prices.  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.

    24 min

  3. 4 DEC

    375. From Budget noise to market opportunity

    This special episode dives into the market reaction to the latest UK Budget with Carl Stick and Alan Dobbie, co-managers of Rathbone Income fund. They discuss initial relief, fiscal headroom, and the weeks of uncertainty that froze corporate decision-making. We explore whether the UK remains a compelling market, how overseas investors are responding and why large-cap and mid-cap valuations still look attractive. The conversation covers inflation, interest rates, sector opportunities, buybacks, and how tax changes may influence companies and investors. A timely and insightful breakdown of what the Budget means for UK PLC and long-term equity investors. What’s covered in this episode:  Budget reaction: relief vs frustrationUK fiscal outlook and market confidenceImpact on businesses and investment decisionsUK equity valuations vs USOverseas money returning to UKLarge-cap income appealMid-cap opportunities post-BudgetSectors benefiting from falling ratesHousebuilders and demand recoveryBuybacks across large and mid-capsTax changes and investor behaviourLong-term case for reallocating to the UKMore about this fund: Rathbone Income is a multi-cap UK equity income fund, which gives investors exposure to a concentrated portfolio of companies with high quality and visible earnings. 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.

    26 min

  4. 6 NOV

    374. Emerging markets: riding the next dollar cycle

    Emerging markets have rebounded strongly despite global uncertainty. John Citron, co-manager of JPMorgan Emerging Markets Trust, shares what’s behind that strength: from currency cycles and interest rate shifts to transformative themes like AI, semiconductors, and infrastructure. John shares insights into how disciplined, quality-focused investing and low portfolio turnover can unlock compounding returns across regions such as China, India, and Latin America. This episode also explores valuation discipline, long-term forecasting and how volatility can create opportunities. What’s covered in this episode:  Why the US dollar matters so much for emerging marketsThe shift from a strong to weaker dollar cycleHow AI and semiconductors are reshaping Asia’s tech landscapeIndia’s growth story across infrastructure, finance and consumersChina’s recovery and governance challengesThe philosophy of long-term quality investingUsing a five-year expected return frameworkMercado Libre’s evolution beyond e-commerceHow volatility creates buying opportunitiesWhy compounding quality wins over time More about this fund: JPMorgan Emerging Markets Trust takes an active approach to investing in emerging markets, with the managers looking at the growth of companies rather than specific countries. Backed by one of the largest emerging market research teams, the trust has delivered excellent returns for more than two decades, emphatically demonstrating the team’s long-term approach to stock picking. 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.

    27 min

  5. 30 OCT

    373. Japan’s new era of innovation

    With the appointment of Japan’s first female prime minister and inflation returning after decades of deflation, the country is entering a new era. Baillie Gifford’s Thomas Patchett joins us to discuss how corporate reform, automation, and AI are creating exciting long-term opportunities in Japan’s market. From tightening labour conditions and surging share buybacks, to the rise of companies like SoftBank, Shimano, and Nintendo, Thomas explains why Japan’s transformation is about more than politics, it’s about innovation, efficiency, and renewed profitability. Please note this interview was recorded prior to Sanae Takaichi’s official election and the subsequent highs of the Japanese stock market.  What’s covered in this episode:  Japan’s new political leadership and market reactionInflation’s surprising benefits for corporate JapanShare buybacks and stronger balance sheetsAI, automation, and robotics driving growthWhy corporate reform is far from overSoftBank, Nintendo, and Shimano case studiesHow demographics may boost productivityWhere Baillie Gifford sees Japan’s next opportunitiesMore about this fund: One of the oldest Japan funds in the sector, Baillie Gifford Japanese Fund has delivered outstanding returns in the most difficult market conditions. The fund is managed by a large team, based in Edinburgh, and invests in growing Japanese businesses that deliver consistently strong returns to shareholders. 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.

    23 min

  6. 22 OCT

    372. Are credit spreads really expensive?

    We sit down with Stephen Snowden, manager of the Artemis Corporate Bond fund, to unpack the state of the bond market. He explores key concepts such as credit spreads, duration, and the relationship between corporate and government bonds, while examining how inflation and fiscal pressures are shaping yields today. The conversation also touches on how shorter bond maturities and improving corporate balance sheets have changed the credit landscape. With thoughtful analysis and practical examples, this interview helps investors understand how to navigate a “tight spread” environment and where potential opportunities may still exist within corporate bonds. What’s covered in this episode:  What a credit spread really means – and why it matters for bond investorsHow corporate bond yields compare to government giltsWhy today’s tight spreads might not be as expensive as they appearThe impact of shorter bond maturities on risk and returnsHow corporate and household balance sheets have strengthened since the financial crisisThe relationship between credit spreads and equity market valuationsHow fund managers manage duration – and what that means for interest rate riskWhy long-dated gilt yields have risen despite rate cutsHow global government debt levels are influencing bond marketsWhy real yields are now looking more attractive for long-term investorsWhat to expect from corporate bond returns over the next 12 monthsWhy fixed income remains a compelling alternative to cash in a cooling inflation environmentMore about this fund: The Artemis Corporate Bond fund invests in investment grade corporate bonds, with some ability to allocate across the wider fixed income market. Stephen takes a long-term strategic and thematic view, but will also take advantage of short-term opportunities when they present themselves. Stephen and the team combine strong analysis of both the wider macroeconomic picture, and close examination of the fundamentals of corporate bonds, to produce a portfolio designed to weather any economic climate. 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.

    25 min

  7. 15 OCT

    371. Finding real value in tech investing

    Discover the dynamic world of technology with Allianz Technology Trust’s lead manager, Mike Seidenberg. From navigating mega-cap dominance and tariff concerns to uncovering opportunities in AI and cybersecurity, he shares how his team balances risk, valuation, and long-term conviction. Listeners gain insights into the global nature of the tech sector, the evolving impact of artificial intelligence, and why disciplined portfolio management remains key in an ever-changing market. What’s covered in this episode:  How the trust handles Nvidia and other giants without overloading riskEarly impacts of US-China tariffs and global events on tech earningsWhy international markets matterRe-entering into China with key holdings like Alibaba and TencentWhy artificial intelligence is a true secular opportunityCybersecurity insights and consolidationWhy cyber spend is non-negotiable.How the trust balances high-growth, GARP, and value plays in an expensive tech marketThe trust’s current tiltNavigating tech’s pricey landscapeMore about this fund: This trust seeks long-term capital growth by scouring the globe to build a diversified portfolio of technology stocks. The management team focuses on themes that are addressing major growth trends that can replace existing technology or change how products and services are being made available to consumers. The result is a high-conviction portfolio of 40-70 names. 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.

    27 min

  8. 8 OCT

    370. It’s not as bad as you think: a case for UK optimism

    The UK stock market is often dismissed as stagnant, but as Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund explains, that perception doesn’t tell the full story. In conversation with Darius McDermott, Simon discusses the surprising strength of the FTSE, the undervalued potential of mid and small-cap companies, and why he believes the UK economy is far more resilient than many assume. They also look ahead to the upcoming Budget, potential tax changes, and what all this could mean for investors. With insights on valuations, domestic opportunities, and industrial recovery themes, this is a must-listen for anyone rethinking their UK investment outlook. What’s covered in this episode:  Why the FTSE is quietly outperforming global markets in 2025The gap between perception and realityWhat’s really holding back mid and small-cap stocks?…and why that might changeWhy the UK economy is more resilient than the headlines suggestHow strong corporate and consumer balance sheets are supporting growthWhat to expect from the upcoming UK BudgetThe case for optimismWhy fear in the market could create opportunityKey themes driving Simon’s fundExamples of companies thriving despite economic uncertaintyWhy sentiment may shift and which investors could benefit firstMore about this fund: VT Tyndall Unconstrained UK Income is a high conviction, highly differentiated mid-cap focused UK income fund. This fund offers something different, with its combination of premium yield and dividend growth stocks and we applaud the fund's low active management charge. 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.

    22 min
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4.8
out of 5
12 Ratings

About

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

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