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. 12H AGO

    392. Value investing in a volatile world

    This interview examines how escalating geopolitical tensions are influencing the UK equity market and investor sentiment. Rising energy prices and disrupted supply chains are expected to feed through into inflation and interest rates, creating headwinds for more cyclical areas of the market. Alex Wright, manager of Fidelity Special Values Trust, explores how the portfolio is being adjusted in response, including changes to exposure across sectors such as defence and oil. We also consider the challenges of navigating markets where traditional defensive assets have already performed strongly and highlight where value opportunities are emerging, particularly within mid and small-cap stocks despite the near-term uncertainty. What’s covered in this episode:  Geopolitical uncertainty and market impactEnergy prices and inflation outlookPortfolio positioning in volatile marketsReducing equity exposure and increasing cashCommodities: coal vs copper exposureChallenges with traditional defensive sectorsDefence stocks and valuation concernsOil majors and long-term outlookMid and small-cap opportunitiesAI-driven market dislocations and 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.

    21 min

  2. APR 1

    391. Uncovering Asia’s growth engine

    Today’s guest, Richard Sennitt, manages three Elite Rated funds: Schroder Asian Alpha Plus, Schroder Asian Income and Schroder Oriental Income Trust. He shares his approach to navigating investment opportunities across Asia. The interview explores the impact of AI on semiconductor manufacturing and tech enablers, the growth potential in financials and insurers and the evolving dividend culture in markets like Singapore, Korea and China. Richard shares his approach to balancing income generation with capital growth, emphasising natural dividend streams over chasing yields. He also discusses portfolio construction, sector rotation and managing long-term risk amid macroeconomic uncertainty. What’s covered in this episode:  AI’s structural growth in AsiaSemiconductor opportunitiesImpact of macro events like oil pricesFinancials and insurers as long-term growth sectorsDividend culture in Singapore, Korea and ChinaBalancing income generation with capital growthDefensive areas of the marketPortfolio construction and value tilt vs growth tiltLearn 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. MAR 26

    390. Europe rising: what’s driving returns

    Take a deep dive into European equity investing, focusing on how a disciplined blend of quality, valuation and momentum can drive consistent long-term returns. Alexander Fitzalan Howard, manager of JPMorgan European Growth and Income Trust, explores how earnings revisions act as a key signal for stock performance, alongside insights into sector opportunities such as banks, infrastructure and smaller companies. We also examine the impact of macro developments, including increased European fiscal spending and geopolitical uncertainty. What’s covered in this episode:  Quality, value, momentum frameworkEarnings revisions as a key signalPortfolio diversification and risk controlEuropean fiscal stimulus impactDefence and infrastructure opportunitiesSmall- and mid-cap exposureEuropean banks outlookValuation dispersion across EuropeManaging benchmark riskGeopolitics and market volatility 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. 389. Oil, inflation and uncertainty

    MAR 25 ·  BONUS

    389. Oil, inflation and uncertainty

    In this special bonus episode, recorded amid heightened market volatility, Darius and Juliet explore how escalating geopolitical tensions are reshaping the investment landscape. With energy markets at the centre, we explain why disruptions in the Middle East matter so much for global supply, inflation and interest rates. The discussion also covers why traditional defensive assets like gold have struggled, what alternatives investors can consider and how portfolios might be positioned in uncertain times. Finally, we assess whether recent market weakness presents long-term opportunities, highlighting regions, sectors and strategies that could benefit once stability returns. What’s covered in this episode:  Middle East conflict and global energy supplyOil price volatility and inflation riskImpact on global equity marketsInterest rate uncertainty and central bank responseWhy gold hasn’t behaved as expectedDefensive assets: cash, bonds, absolute returnPortfolio positioning in volatile marketsUsing ISA allowances in uncertain timesLong-term opportunities in Asia and emerging marketsGrowth vs value in a shifting environment 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

  5. MAR 19

    388. Income investing isn’t dead, it’s evolving

    This interview explores how investors can generate consistent and growing income without sacrificing long-term capital growth. Paul Flood, manager of BNY Mellon Multi-Asset Income fund, discusses the evolving importance of income in retirement planning and how a multi-asset approach can provide diversification across equities, bonds and alternatives. We examine how shifting market conditions, including inflation, interest rates and changing valuations, influence asset allocation decisions. The interview also highlights opportunities in real assets, property and infrastructure, alongside a more value-focused approach to equities. Finally, we look at how themes, fundamentals, ESG considerations and valuation discipline combine to identify attractive investment opportunities in today’s complex market environment. What’s covered in this episode:  Income vs capital: striking the balanceWhy stable income matters more than everRetirement income challenges explainedAvoiding the “reach for yield” trapAsset allocation in changing marketsBonds vs alternatives: shifting opportunitiesReal assets and inflation protectionDiscounts and sentiment in investment trustsProperty: where value is re-emergingRenewable infrastructure opportunitiesValue tilt in equity income investingAI impact on sectors and stock selectionThematic investing approach explainedValuations and global market opportunities 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

  6. MAR 12

    387. Can Asia and emerging markets keep winning?

    Asia and global emerging markets delivered strong returns in 2025, but the big question is whether the rally can continue. We’re joined by Patrick Garvin, the client portfolio manager for the Invesco Asian and Invesco Global Emerging Markets fund. This episode explores the key forces shaping the outlook for the region, including earnings growth driven by the AI cycle, the impact of a weaker US dollar and changing policy dynamics in China. The conversation also examines risks such as geopolitics (please note: this interview took place on 24 February before the US attack on Iran), the Chinese property downturn and supply chain shifts. Finally, the discussion highlights where investors are currently finding the most compelling opportunities across emerging markets, from technology and commodities to undervalued consumer businesses, and why active stock selection may become increasingly important in the year ahead. What’s covered in this episode:  Asia and EM performance in 2025Earnings growth vs valuation re-ratingAI-driven tech cycleWeaker US dollar tailwindsChina property cycle outlookChinese consumer recovery potentialGeopolitics and Taiwan riskAttractive EM markets and valuationsIndia: strong story, expensive marketAsian tech hardware dominanceLearn 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

  7. MAR 5

    386. 5% income without sacrificing growth

    This episode discusses how a diversified monthly income portfolio is constructed to deliver a consistent income stream alongside capital growth. In our interview with Vincent McEntegart, co-manager of the Aegon Diversified Monthly Income fund, we find out why a 5% income target was chosen, how income is sourced across equities, bonds, alternatives and currencies and how the portfolio has adapted as interest rates have risen. We also discuss the role of duration management, portfolio diversification, currency hedging and disciplined rebalancing in protecting investors through market volatility, particularly for those in or approaching decumulation.  What’s covered in this episode:  Why target a 5% monthly incomeIncome vs capital growth trade-offsBuilding a diversified income portfolioEquities, bonds, alternatives and currency incomeHow higher interest rates changed the strategyManaging duration and interest rate riskUsing currency to enhance yieldProtecting capital during market drawdownsIncome investing in the decumulation phaseLearn 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. FEB 26

    385. Is Asia being mispriced by global investors?

    This interview explores the case for Asian equities amid changing market conditions. David Perrett, manager of the M&G Asian fund, joins us as we discuss why Asia remains compelling for long-term investors and how much recent performance reflects fundamentals versus sentiment. We also look at China’s evolving opportunity set, the importance of bottom-up stock selection, valuation-driven country positioning and the growing role of domestic consumption across the region. We finish with what investors should realistically expect from Asian equity exposure over a full market cycle. What’s covered in this episode:  Why Asia still looks attractive long termFundamentals vs sentiment in recent performanceChina’s post-property reset opportunity setBottom-up stock pickingCurrency competitiveness across AsiaDomestic consumption The rising middle class in AsiaValuation-driven country overweights…And where the fund is underweightManaging volatility in Asian equity 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.

    17 min
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5
out of 5
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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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