207 episodes

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

FundCalibre - Investing on the go FundCalibre

    • Business
    • 5.0 • 2 Ratings

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

    206. Now is not the time to be going off on exciting adventures

    206. Now is not the time to be going off on exciting adventures

    JOHCM Global Opportunities manager Ben Leyland explains why markets have been abnormal since the Global Financial Crisis in 2008 and why investors are now facing a financial environment that we’ve not seen for decades. Ben also talks us through how the team run money in transitory periods like these and the benefits of their balanced approach to investing. He also highlights some of the overlooked investment opportunities in the market and the role of cash in the portfolio. We also discuss Ben’s preferred investments in the tech space and why the fund has been adding to names like Adobe and Microsoft in recent months.

    What's covered in this episode:
    Why investors must prepare themselves for a new financial world that we’ve not seen for decadesSticking to their investment principles but being flexible in their application.How they are finding growth in the likes of utilities, healthcare and financials.Tapping into unloved European companies and why they particularly like companies in the energy and defence sectors.Finding opportunities in the “forgotten middle” – companies outside the technology sector which have been overlooked by the extremes seen in the past two years.The team’s preference for software companies in the tech space and adding names like Adobe and Microsoft based on market weakness.
    More about this fund:
    JOHCM Global Opportunities fund is managed by Ben Leyland and Robert Lancastle and has a strong focus on capital preservation. The philosophy of this fund is 'heads we win, tails we don't lose too much', with the managers’ focusing their research on high quality, high return on capital businesses. The fund is well diversified by country and sector and holds around 30 to 40 stocks. The team are also willing to hold up to 20 per cent in cash as it helps to reduce volatility and gives them ammunition to take advantage of opportunities created by falls in the market.

    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.

    • 17 min
    205. The price of a Big Mac in Tokyo… and why it matters for investors

    205. The price of a Big Mac in Tokyo… and why it matters for investors

    Andy Brown, investment director for the Baillie Gifford Japanese equity team, talks to us about how Japan is finally opening up after Covid, and how the economy is running at a different speed to the rest of the world. He tells us why China’s reopening is beneficial to Japan, explains what the Big Mac Index is and why it matters, and the discusses opportunities from collaborative robots to gaming companies. He finishes by telling us why the Baillie Gifford Japanese fund has recently sold its holdings in car manufacturers.

    What's covered in this episode: 
    Why the Japanese economy is moving at a different pace to the rest of the worldIf the reopening story is about to begin in JapanHow China’s reopening could benefit JapanWhy Japan is a cheap destination for tourists todayThe Big Mac Index and what it tells usIf Abenomics can survive the death of its creatorThe themes the fund is investing inWhy Japan is playing catch-up in the digital revolutionWhat is attractive about robotics and automation for investors in JapanWhy the fund has sold its holding in car manufacturersWhy investors should consider allocating money to Japanese equitiesMore about this fund: 
    Baillie Gifford Japanese fund is a well-managed portfolio with a clear investment strategy, which offers complementary exposure to those funds that are focused more on the value of a company rather than its growth prospects. It has been one of the most consistent funds in its sector and has proven itself in many different market environments.

    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
    204. Why India is the world’s most exciting growth story for the next decade

    204. Why India is the world’s most exciting growth story for the next decade

    Mike Sell, manager of the Alquity Indian Subcontinent fund, explains why favourable demographics, increasing urbanisation and a thriving private sector have made India one of the most compelling growth stories for investors over the next 10 years. Mike also explains why India’s domestic growth story makes the country an ideal investment diversifier and why he sees great opportunities in the financials sector. He also discusses the impact of Prime Minister Narendra Modi as a catalyst for growth and why investors should not be put off by the market looking expensive relative to its peers. Mike also runs through the role of sustainability in the portfolio and the moves India is making towards renewable energy.

    What's covered in this episode: 
    How favourable demographics, urbanisation and a thriving private sector are driving the exponential growth of the Indian economyHow a rising middle class and a mismatch between supply and demand is boosting business for firms like Lemon Tree HotelsWhy the domestic growth story gives India such a strong advantage over its peersWhy the team sees real value in banks as a “mispriced opportunity in the portfolio”How the uncorrelated nature of Indian equities is driving dedicated exposure from investorsWhy the premium you pay for Indian equities is justified and should not deter investors targeting long-term growthWhy oil prices are the biggest concern to the Indian economy and the move to renewable energy to counteract this threatHow the role of Prime Minister Narendra Modi, as a reformist, has bolstered the economy and the benefits of his tenure being extendedThe importance of sustainability in the investment process
    More about this fund:
    The Alquity Indian Subcontinent fund is a unique offering as its domestic focus often sees the team look past the larger companies in the index and invest in businesses which tend to be overlooked. With a high conviction approach, the fund is not for the faint hearted, but the team are exceptional at what they do and the long-term tailwinds surrounding demographics, urbanisation, political stability and a shift towards a formal, organised economy, support the case for long-term growth.

    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.

    • 18 min
    203. Why the stocks everyone falls in love with can end up being the riskiest of all

    203. Why the stocks everyone falls in love with can end up being the riskiest of all

    Nick Clay, manager of the TM Redwheel Global Equity Income fund, explains why the days of getting rich quick are over and how compounding dividend income will once again become the biggest building block for wealth generation. He also talks to us about why there’s likely to be more pain ahead for the large technology companies and why a number of cyclical sectors, like luxury goods, look attractive from here. Nick also explains why a number of companies are simply not set-up to handle the threat of inflation and why it is important to go against the consensus view when markets are difficult.

    What's covered in this episode:
    Why people have to get used to building their wealth at a steadier paceHow a permanent inflationary backdrop will “crush the margins” of many businesses which are dependent on keeping their prices lowTaking advantage of opportunities while active investors obsess about the threat of recessionWhy big tech companies like Apple and Microsoft may face even more pain in the futureWhy the compounding of dividend income (not capital growth) will be the biggest driver of returns from hereThe importance of going against the market consensus – particularly when things look difficultThe challenge of spotting when disruption or controversies in companies will have a permanent impact or notThe opportunity in the luxury retail space
    More about the fund:
    While the TM Redwheel Global Equity Income fund may be new, the team – led by Nick Clay – is highly experienced, and the investment strategy is well-proven. It has a true contrarian nature backed up by a logical and disciplined philosophy. This leads to an attractively yielding income fund (every holding must yield at least 25% more than the broader market at the point of purchase) that also allows for capital return from a concentrated portfolio.

    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.

    • 20 min
    202. War, inflation and the threat of recession – why history tells us to be contrarian in difficult markets

    202. War, inflation and the threat of recession – why history tells us to be contrarian in difficult markets

    Although Europe is once again under the microscope for all the wrong reasons, Waverton European Capital Growth co-manager Chris Garsten believes the much-maligned market is now a far more compelling investment proposition than it was eight months ago. He also talks to us about the threat of recession and why he feels it is important to go against the consensus when markets are difficult. Chris also talks to us about why the political need for the Euro to succeed will prevent any further break up. He also runs through the cyclical recovery opportunities he is finding in a post Covid world and the importance of having a strong investment process to find opportunities in the ESG space.

    What's covered in this episode: 
    Why challenges equal opportunities in a post-Covid world and the attraction of cyclical recovery stocksHow the semiconductor shortage benefitted car companiesWhy finding ESG winners is anything but straightforwardHow new EU rules around sustainability could impact capital flows into minersWhy he is a fan of Scandinavian/Nordic companies and the importance of “strategic thinkers” like Nestle and RushHis fears about recession in Europe and why history tells us to be contrarian in difficult marketsWhy the political will for the Euro to succeed means it is unlikely to break upWhy Europe looks a more interesting investment than it did eight months agoMore about this fund: 
    The managers of Waverton European Capital Growth fund focus on finding companies whose management interests are aligned with shareholders, have earnings visibility, pricing power, cash generation and return on capital. But companies don’t have to have all these attributes at the point of investment – indeed, many of their best ideas are businesses in the early stages of reform.

    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.

    • 17 min
    201. Why you can sleep more easily with private equity investments

    201. Why you can sleep more easily with private equity investments

    Schroders investment directors Paul Lamacraft and Pav Sriharan talk us through the benefits of private equity investing and why the asset class is a great fit for an investment trust vehicle. The pair also talk about the types of companies they target for the British Opportunities Trust, discuss the importance of funding UK growth and buyout companies in what is an uncertain time for the UK economy, and reveal why they are excited about the prospects for their investment in Mintec.

    What's covered in this episode: 
    What are the benefits of private equity investing and why the team focus on growth and buyout businessesWhy investment trusts are a great fit for investors looking to access private equity companiesThe importance of understanding the exit options for a company at an early stage and the need to have as many options available as possibleHow the team go about transforming a new acquisition to improve both its scale and valueWhy there is an ongoing need to fund and support UK growth and buyout companiesThe importance of ESG and why the management team are happy to invest in companies that need help to develop and deliver the right ESG frameworkWhy they are so bullish on their holding in a reporting agency for non-exchange traded food commoditiesWhy investors should be looking more closely at private equity as a long-term holdingTo hear more about the public side of the portfolio be sure to listen to episode 169. Investing on public and private equity
    More about the trust:
    One of the few products to be launched in response to the Covid-19 pandemic, the Schroder British Opportunities Trust seeks to tap into the unloved status of UK equities by targeting companies which have been in the eye of the storm. The portfolio consists of 30-50 small and medium-sized public and private businesses requiring fresh injections of equity, with the trust aiming to provide a net asset value total return of 10% per annum.

    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.

    • 21 min

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