FundCalibre - Investing on the go

FundCalibre - Investing on the go

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

Episodes

September 28, 2022 13 min

Janus Henderson’s Jane Shoemake tells us all about the Janus Henderson Global Dividend Index. She reveals what it looks at, and what it can tell investors about dividend health in various regions and sectors. Jane then discusses how dividends can help investors during periods of high inflation, before going on to talk about the Janus Henderson UK Responsible Income fund. Jane tells us which types of company are excluded from the po...

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Rebecca Myatt, a portfolio manager on the Elite Rated First Sentier Global Listed Infrastructure fund, and lead manager of the First Sentier Responsible Listed Infrastructure fund, talks to us about how infrastructure is important when it comes to achieving environmental and social goals. She discusses the transition to a net zero global economy, why it is important to engage with companies not simply divest and explains how we can...

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Charles Luke, manager of the Murray Income Trust, starts this interview with a reminder about the types of company he likes to invest in. He then reveals details about three new holdings: Oxford Instruments, Safestore, and London Stock Exchange Group. Charles also discusses the pros and cons of mergers and acquisitions, before going into detail about the Trust’s ESG credentials, with the example of a company he sold due to an inter...

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Matthews Asia ex Japan Dividend fund manager Yu Zhang talks to us about the benefits of investing in dividend paying companies in Asia versus their more developed peers in the Western world. He also explains why the structural growth story in Asia remains strong and how companies are getting used to living with Covid. He also highlights some of the value that is starting to appear in Chinese equities and why he is also bullish on V...

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Ben Peters, co-manager of the TB Evenlode Global Income fund, discusses inflation and says that while very little can be done to help in the short term, in the long-term, equities – and in particular companies that can generate a sustainable dividend – are not a bad place to be. Ben tells us about a recent trip to the US and meetings with the management of Mastercard and Analog Devices. He then reveals whether supply chain issues a...

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Liontrust UK Micro Cap co-manager Victoria Stevens explains why holding companies which are not capital intensive and have strong pricing power has positioned the fund to manage the challenges of rising inflation. Victoria also talks us through the importance of manager ownership in a company and how it can allow a firm to grow through periods of uncertainty. She also highlights the positives and negatives of M&A activity on th...

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David Coombs, manager of Rathbone Strategic Growth Portfolio, tells us why he has been adding risk to his fund throughout 2022, despite the threat of recession. He also highlights some of the opportunities his team have been finding in both the bond market and tech stocks this year. He also explains why the current crisis is no different to anything else he has experienced in the past four decades and why investors should not overr...

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Man GLG fund manager Mike Scott explains why credit spreads are the major driver of returns in the high yield bond market and the importance of not only being selective, but also different, in choosing companies amid a weaker economic backdrop. He also highlights the role of cash flows in this environment and the focus on targeting businesses with recession proofing characteristics over a number of cyclical names. Mike also address...

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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 ma...

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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 u...

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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 ...

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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...

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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 politic...

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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 ...

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Juliet Schooling Latter and Darius McDermott return to discuss the first six months of 2022 in this, our 200th episode. They explain what a bear market is and discuss how long this one could last. They also touch on the more recent performance of early 2022 leaders – commodities and Latin American equities – and why they have lost some of their shine, as well debating whether the Chinese stock market has already reached its lows. T...

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 Steven Andrew, manager of M&G Episode Income fund, discusses investor behaviour with us.  After a turbulent start to the year, are they behaving rationally or irrationally? Steven also talks about whether the US central bank is calling the shots or if inflation is out of its control. Other topics of discussion include the parallels between Japan and the UK, if bonds or equities are the place to be in the second half of the yea...

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Dickie Hodges, manager of Nomura Global Dynamic Bond fund, gives listeners an explanation as to why all bonds – including inflation-linked bonds – have had negative returns this year. In a very frank and educational podcast, he explains how the current environment is impacting bonds, gives his view on how high interest rates could go, and whether it’s a matter of when, not if, a recession begins. Dickie ends the podcast with some t...

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Job Curtis, manager of City of London Investment Trust, discusses the UK stock market and why it has outperformed other stock markets around the world this year.  He gives his thoughts on the windfall tax for oil companies and how their presence in the North Sea will impact how much of their profits are taxed. Job also discusses inflation and interest rates – their impact on the UK economy and on companies in different sectors. He ...

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Ben Peters, co-manager of TB Evenlode Global Income, discusses all things inflation: its impact on individuals, companies, sectors, and different geographies. He explains why demand has remained surprisingly robust, despite the continued rise in prices and why some companies are being slow to pass on their costs to their customers. He also discusses his team’s recent trip to the US and pent-up demand for human contact and tells us ...

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Simon Brazier, manager of Ninety One UK Alpha, discusses the outlook for the UK economy and the companies he thinks will do best in the current environment. As consumers look to rein in spending, he is repositioning towards companies with cheaper offerings such as Ryanair and JD Weatherspoon, but says he still prefers large caps over small caps. Simon also discusses the potential windfall tax on oil and gas companies, explains how ...

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