FundCalibre - Investing on the go

FundCalibre
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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

  1. 5d ago

    411. Why India doesn’t need to win the AI race

    India offers a compelling combination of domestic consumption, rising incomes and a young population, but how do investors identify the businesses best placed to benefit? Ajay Tyagi, manager of the UTI India Dynamic Equity fund, takes us behind the scenes of the fund's quality-growth investment process, exploring how an 18-strong research team covers more than 450 companies and assesses everything from cash generation to management consistency. We discuss opportunities in smaller companies, healthcare and consumption, why great businesses can sometimes be worth waiting for, and how valuation discipline works in practice. Finally, we challenge the idea that India is missing the AI revolution and explore its ability to adopt new technologies. What’s covered in this episode:  Why India, why now?The domestic consumption storyDefining quality objectivelyCash flow and capital efficiency450 companies under researchInside an 18-strong analyst teamTesting management consistencyFinding smaller companies earlyHealthcare’s growth opportunityIndia’s consumption runwayQuality versus valuationWaiting for the right priceWhy India doesn’t need to invent AITechnology adoption and productivityIndia’s next decade of growthLearn 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.

  2. Oct 12

    410. Why investors could be misreading India’s boom

    India has gone from emerging-market darling to a source of funding for the booming semiconductor trade, despite its domestic economy continuing to grow rapidly. Our guest, Andy Draycott, manager of the Chikara Indian Subcontinent fund, explores why foreign investors have withdrawn billions from Indian equities, whether concerns about the rupee and AI are justified, and why rising household wealth could transform consumption. We also look inside a concentrated portfolio targeting India’s domestic growth story, including private banks, quick commerce, hotels and aviation. Finally, we discuss India’s enormous manufacturing opportunity and why its growing importance to the global economy could ultimately bring international investors back to the market over the coming years. What’s covered in this episode:  India’s economic and market disconnectWhy foreign investors are leavingThe semiconductor funding effectIs India losing the AI race?The outlook for the rupeeIndia’s hidden household wealthThe emerging middle classMcDonald’s enormous growth runway in IndiaWhy the portfolio is concentratedPrivate banks taking market shareIndia’s mortgage opportunityThe quick-commerce revolutionThe company offering eleven-minute deliveriesIndia’s travel boomRising demand for hotels and flightsIndia as the next manufacturing hubLearn 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.

  3. Oct 5 ·  Bonus

    409. AI debt, stubborn inflation and the search for real diversification

    Markets have delivered another strong quarter, but beneath the headline returns there are important shifts taking place. The next instalment of our quarterly market update, with Darius McDermott and Juliet Schooling Latter, explores the revival in UK smaller companies and commodities, stubborn inflation and the prospect of higher interest rates. We examine the extraordinary sums being spent on AI, rising debt among technology companies and whether investors are less diversified than they realise. The conversation also turns to bonds, where shorter-duration opportunities are looking increasingly attractive, before assessing UK equity valuations and the areas offering potential away from AI. Finally, we reveal which markets and sectors could provide opportunities as we head towards 2027. What’s covered in this episode:  UK smaller companies finally deliverCommodities take the leadHigher rates for longerInflation refuses to behaveThe enormous AI spending boomAI hyperscalers turn to debtWho actually profits from AI?Hidden portfolio concentrationFinding genuine diversificationOpportunities beyond the AI tradeBonds back on the radarThe case for short-duration bondsAre UK equities still cheap?India’s difficult two yearsThe outlook for commoditiesOpportunities heading into 2027Learn 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.

    409. AI debt, stubborn inflation and the search for real diversification

  4. Sep 23

    408. Is AI in a bubble?

    AI spending continues to reshape markets, but after several years of extraordinary growth, are the most obvious opportunities becoming harder to find? We discuss signs of bubble-like behaviour, with Mikhail Zverec and Graeme Bencke, co-managers of the WS Amati Global Innovation fund, who elaborate on the slowing growth in AI capital expenditure and why the next phase could favour less obvious beneficiaries. The interview explores physical AI, robotics, industrial automation and the specialist companies providing the infrastructure, sensors and software behind them. We also examine why parts of the software market may have been written off too quickly, before moving beyond AI to uncover innovation across drug discovery, laboratory automation, radiopharmaceuticals, defence, drones, cyber and space. What’s covered in this episode:  Are we in an AI bubble?Where we are in the AI investment cycleWhy AI CapEx growth could slowMoving beyond the obvious AI winnersThe rise of physical AIRobots, cobots and warehouse automationThe infrastructure behind industrial AISensors, machine vision and connectivityWhy software may have been oversoldThe value of deep domain expertiseAI’s impact on drug discoveryRobotics inside the laboratoryThe potential of radiopharmaceuticalsDefence, drones, cyber and spaceFinding innovation beyond AILearn 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.

  5. Sep 9

    407. Why patient investors are still backing UK smaller companies

    UK small-caps have endured a difficult decade, but attractive valuations, stronger balance sheets and improving earnings trends are creating a compelling backdrop. Our interview with Katen Patel, co-manager of the JPMorgan UK Small Cap Growth and Income Trust, explores what could finally trigger a re-rating, why M&A activity is accelerating, and how share buybacks have become increasingly attractive for cash-rich companies. He also covers opportunities in UK mid-caps, the benefits of an investment trust structure, overlooked companies at the smaller end of the market and the importance of international revenues. Finishing with how the portfolio balances capital growth with income. What’s covered in this episode: A decade of UK small-cap challengesWhat could trigger a re-ratingValuation discounts versus the USFour Imprint’s international growthSmall-cap dividend yieldsRising M&A activityPrivate equity interestThe shortage of new IPOsWhy share buybacks are risingUK mid-cap opportunitiesInvesting below £300 millionFinding under-researched companiesInternational revenues in UK small-capsCapital growth versus incomeRecord free cashflow yieldsLearn 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.

  6. Aug 5

    406. Century bonds, AI debt and the case for staying short

    Capital preservation can be just as important as income when investing in bonds. Our interview with Jerry Wharton, manager of IFSL Church House Investment Grade Fixed Interest, examines how a defensive investment-grade bond strategy seeks to preserve capital while providing dependable income for clients. The discussion covers the importance of credit quality, short duration and avoiding the temptation to chase yield through lower-quality or excessively long-dated bonds. It also explores volatility in the gilt market, attractive new sterling issuance and growing concerns around debt issued by major US technology companies. Finally, the conversation considers the difficult outlook for UK inflation and interest rates, before explaining why current sterling investment-grade bonds may offer an appealing combination of income and capital upside for cautious investors today. What’s covered in this episode Capital preservation in bond portfoliosIncome without chasing yieldWhy credit quality mattersThe fund’s AAA allocationManaging interest-rate sensitivityLessons from the 2022 bond sell-offVolatility in long-dated giltsGovernment borrowing concernsAttractive sterling bond issuanceHeathrow’s recent bondHyperscaler debt risksThe danger of century bondsAI spending and corporate liabilitiesUK inflation pressuresThe outlook for interest ratesIncome and redemption upsideLearn 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.

  7. Jul 29

    405. Where Europe’s income opportunities lie

    European equities have long appealed to income investors, but the opportunity is becoming broader than dividends alone. Stuart Brown, co-manager of the BlackRock Continental European Income fund, joins us to discuss improving earnings and dividend growth across industrials, banks and utilities, alongside the structural themes supporting them, including electrification, energy security and supply-chain investment. The discussion also examines regional portfolio positioning, the resilience of European companies amid geopolitical disruption, and selective opportunities in defence. Finally, it considers why share buybacks, improving business fundamentals and more shareholder-friendly capital allocation could strengthen Europe’s total return potential. What’s covered in this episode:  Europe’s evolving income opportunitySustainable dividend growthOpportunities within industrialsElectrification and energy securityRegional portfolio positioningFrance beyond domestic politicsSouthern European banksFalling rates and bank earningsAI adoption in financial servicesInfrastructure-like utilitiesDefence spending and valuationsManaging geopolitical riskSupply-chain investmentThe growth of share buybacksEurope’s changing total return storyLearn 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.

  8. Jul 22

    404. Has AI left quality investing behind?

    Artificial intelligence has fuelled exceptional market performance, but it has also created opportunities in overlooked areas of the global equity market. In this episode, Sam Witherow, co-manager of the JPM Global Equity Income fund, discusses why high-quality companies have lagged despite strong fundamentals, how dividend investing can still capture technology-led growth and where the most attractive opportunities lie outside the AI winners. The interview covers US equities, semiconductor leaders, financials, healthcare and medtech, before looking at market valuations, geopolitical risks and the outlook for global equities. What’s covered in this episode:  AI and market euphoriaQuality versus momentumDividend growth investingUS market outlookTechnology opportunitiesTSMC and AI infrastructureThe AI "layer cake"Financial sector opportunitiesBanks versus exchangesHealthcare and medtechMarket valuationsBroadening earnings growthBuilding resilient portfoliosGlobal equity outlookLearn 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.

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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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