FundCalibre - Investing on the go

FundCalibre
  • 5.0 (2)
  • 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. 1d ago

    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.

  2. 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.

  3. 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.

  4. Jul 15

    403. Higher yields, lower risks? Where bond investors should look now

    Geopolitical tensions, inflation fears and shifting interest rate expectations have created a challenging backdrop for bond investors. Dickie Hodges, manager of the Nomura Global Dynamic Bond fund, discusses why these periods can also create attractive opportunities, how rising yields have transformed the outlook for fixed income, and why today’s market looks very different from a decade ago. The conversation covers credit spreads, emerging market debt, financial bonds and the importance of maintaining liquidity. We also explore how hedging strategies are used to reduce portfolio risk without sacrificing return potential, before finishing with an outlook for the remainder of 2026 and where the most compelling opportunities currently lie. What’s covered in this episode:  Geopolitics and bond marketsWhy higher yields matter againOil prices and inflation outlookInterest rate expectationsCredit spreads explainedInvestment grade versus high yieldFinancial bondsEmerging market debt opportunitiesWhy South Africa stands outLiquidity in fixed incomeHedging explained simplyInsurance for portfoliosReturn outlook for 2026Learn 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. Jul 8

    402. The investing story everyone is missing

    In this episode, we explore the structural changes reshaping global markets and why politics is only part of the story. The discussion examines how deglobalisation, higher interest rates and renewed focus on energy, defence and industrial policy are changing investment opportunities. Alec Cutler, manager of the Orbis Global Balanced and Global Cautious funds, looks beyond the headline AI winners to the companies enabling the technology revolution, he also shares why the energy transition could remain inflationary, and explores opportunities in emerging markets and fixed income. Finally, we examine how a valuation-driven investment approach helps build resilient portfolios capable of navigating changing market environments and shifting investor sentiment. What’s covered in this episode:  Beyond the Trump headlinesPopulism and structural changeDeglobalisation and reshoringThe "Pyramid of Needs" for nationsEnergy security and infrastructureAI's overlooked enablersWhy natural gas still mattersGreenflation explainedBuilding all-weather portfoliosEmerging market opportunitiesBrazil vs the USGovernment bond opportunitiesInflation-linked bonds (TIPS)US market complacencyThe return of value investingLearn 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. Jul 1

    401. The return of growth investing in Japan

    This episode focuses on Japan’s changing market dynamics and why investor sentiment appears to be shifting after decades of stagnation. Richard Kaye, manager of the Comgest Growth Japan fund, discusses the return of domestic confidence, renewed consumer and corporate activity, and the growing role of institutional capital in supporting equities. We also explore Japan’s position within global technology and AI supply chains, highlighting its continued leadership in semiconductors, robotics, and industrial automation. Finally, we look at broader structural themes, including demographic change, labour market reform, and Japan’s integration into wider Asian growth. Together, these forces are reshaping the long-term opportunity set for investors in Japan. What’s covered in this episode:  Japan’s shifting investor sentimentEnd of “lost decades” narrativeRole of new political leadershipInflation, energy and macro backdropStyle rotation: value vs growthReturn of growth investing in JapanYen depreciation and market impactJapan’s role in global AI supply chainsSemiconductor and tech leadershipRobotics and industrial automationStructural demographic challengesLabour shortages and immigration policyCorporate adaptation and reformRise of domestic institutional investorsLong-term implications for global portfoliosLearn 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. Jun 30 ·  Bonus

    400. AI, inflation and the new market regime

    In this special 400th episode, we take a broad look at global markets at the halfway point of the year. The discussion between Darius McDermott and Juliet Schooling Latter covers easing geopolitical tensions, inflation dynamics, and the continued influence of AI on equity returns. We explore the broadening of market performance beyond the US, with strength in Asia and emerging markets, alongside challenges in India and a mixed picture in the UK. The episode also examines central bank policy, M&A activity, and structural shifts shaping regional opportunities. Overall, it highlights how diversification and selectivity remain critical in navigating an increasingly complex and fast-moving investment backdrop. What’s covered in this episode:  400th episode milestone reflectionsMarket volatility and geopolitical tensionsIran conflict and oil price impactInflation drivers: demand vs supplyCentral bank policy outlookBroadening global equity returnsAI trade and market concentrationUS vs Asia vs emerging markets performanceJapan’s corporate reform and growth storyIndia’s underperformance and driversUK and European equity marketsM&A activity in UK equitiesSmaller companies valuation opportunityEnergy, commodities and sector trendsCentral bank divergence across regionsLearn 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.

    400. AI, inflation and the new market regime

  8. Jun 24

    399. The new infrastructure boom

    Infrastructure is no longer just about dependable income and downside protection. Peter Meany, manager of the First Sentier Global Listed Infrastructure fund, explains how the asset class is benefiting from powerful structural growth drivers, including AI-driven electricity demand, digital infrastructure expansion and the reshoring of manufacturing in the US. He also discusses why regulated utilities are seeing some of their strongest growth in decades, where opportunities are emerging across railroads and airports, and why infrastructure may be unfairly labelled as merely a bond proxy. Finally, we examine valuations, the role of emerging markets, and why today’s combination of income, growth and attractive pricing makes listed infrastructure particularly compelling. What’s covered in this episode:  Why infrastructure matters in portfoliosDefensive returns and downside protectionAI-driven electricity demandData centre growthUS regulated utilitiesManufacturing reshoringRailroad recoveryAirport opportunitiesInfrastructure vs bondsInflation protectionReal yield risksEmerging market opportunitiesCurrent sector valuationsPolitical and regulatory risks 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.

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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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