FundCalibre - Investing on the go

Alex Araujo, manager of M&G Global Listed Infrastructure fund, tells us about the different types of company that he invests in. He discusses which he thinks are the most exciting opportunities today, and gives examples of holdings and why he likes them, including China Gas Holdings and Home REIT. He also discusses the income-producing opportunities in the sector and tells us why he had to sel...

Andy Brown and Thomas Patchett, investment specialists for Japanese equities and product specialists on the Elite Rated Baillie Gifford Japan Trust, discuss whether the pandemic has encouraged change in a country with a reputation for being slow to adapt. They talk about the increase in young entrepreneurs, the long-term trends exciting investors and the three elements to Sumitomo Metal Mining com...

Chris Bowie, manager of the TwentyFour Absolute Return Credit fund, talks us through bond markets adjusting to the looming threat of inflation and how this plays into his preference for short-dated bonds for capital protection. He also explains why rising inflation will not result in rising interest rates in the next couple of years, as well as the opportunities he is finding in the banking and in...

Charlie Dutton, manager of Ninety One Asia Pacific Franchise, tells us why Asia is no longer a play on global growth, but is now full of quality companies that can grow no matter what the economic environment. He also discusses the increasing opportunities in ASEAN countries and explains why he sometimes invests in firms listed outside the Asia region. He ends the interview with an example of why...

Sudarshan Murthy, deputy manager of GQG Partners Emerging Markets Equity fund, explains why the team comprises not only those with investment backgrounds but also former investigative journalists and scientists. He also gives his view on the outlook for China and Brazil, talks about technology and financials and reveals why banks – which are a value play in developed markets – are a growth story i...

Brendan Gulston, co-manager of LF Gresham House UK Multi Cap Income, explains how the fund still managed to yield 3.3% last year, despite UK dividends falling 44%. He also tells us why he avoids some cyclical areas, why actuaries and insurance can be interesting investments and how his small, mid and private equity heritage helped identify a company to invest in at IPO. Brendan closes the intervie...

Chris St John has managed the AXA Framlington UK Mid Cap fund since launch in 2011. In this podcast he talks to us about cross-border frictions post-Brexit and why the hotel choice of a CEO can be telling. He also touches on trends accelerated and started by the pandemic, M&A activity and why he thinks Dunelm and Pets at Home are good long term investments. Learn more on fundcalibre.com Please...

Sue Noffke has been running Schroder Income Growth Fund for the past decade. In this episode, she tells us which shares she has owned throughout the whole ten years and which have contributed most to performance. She also discusses the outlook for UK equities and dividend payments, and tells us how she used the revenue reserve in 2020 – but has plenty left should it be needed again. Learn more on...

Richard Woolnough has managed M&G Optimal Income fund since its launch 15 years ago. In this episode he looks back over 2020, looks forward to 2021, and tells us what the combination of central banks and governments focusing on growth, pent-up consumer demand and weaker companies having already failed, means for fixed income this year. Richard also gives his view on inflation, which he says ha...

There are a number of long-term structural growth themes in India. From a base of almost zero, the government has a target of having 100% electric vehicles by 2030, for example. And as the average Indian consumes three and a half times as much data as the average Brit, smartphone and internet opportunities abound. Mithran Sudhir, one of the managers of the Goldman Sachs India Equity Portfolio tell...

With just 20% penetration of renewables, 5% electric vehicles and the potential to cut emissions by 40% simply by making buildings more energy efficient, the environmental opportunities in the US are now plentiful according to David Harrison, manager of Rathbone Global Sustainability fund. He talks to us about this, opportunities in Asia, sustainable cities, semi-conductors, and the UN’s Sustainab...

International air traffic has declined more than 90% during the pandemic. Peter Meany, manager of First Sentier Global Listed Infrastructure, talks to us about when airports may recover. He tells us why toll road recovery is exciting, how areas like mobile towers and data centres have performed strongly, and why we will still need gas to help us transition to cleaner energy. He also tells us how t...

Dale Nicholls, manager of Fidelity China Special Situations, discusses the US/China relationship under Biden and tells us about the inter-regional trade deal signed in Asia last year. He also reveals how much of the Chinese economy has reopened post-COVID, discusses technology holdings and the Chinese consumer, and gives his outlook for the country in 2021. Learn more on fundcalibre.com Please rem...

Paul Marriage, co-manager of TM Tellworth UK Smaller Companies, talks to us about how the UK’s small business sector dealt with the pandemic, tells us how it was well-prepared for Brexit and how it could now benefit from overseas investors returning to UK waters. He also gives us examples of UK companies buying out competitors and tells us about one firm that has made the most of social-distancing...

Gary Kirk, co-manager of TwentyFour Dynamic Bond fund, talks to us about the outlook for interest rates and inflation. He explains subordinated bank bonds and asset backed securities and tells us why they are attractive for investors in today’s environment. For anyone wanting to learn more about fixed income and how it works, this podcast is highly educational. Learn more on fundcalibre.com Please...

A lot happened in 2020 and, to make sense of all that happened, FundCalibre’s Staci West breaks down the biggest topics of the year and most memorable moments. From the global pandemic to negative oil prices, the US election and UK dividends, she talks about the impact each had on our investments. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring in...

In an investment version of the game “Would you rather…”, Darius McDermott, managing director of FundCalibre and Chelsea Financial Services, gives his outlook for 2021. Discussing equities, bonds, commodities and technology, he gives his view on what areas of the market could do well next year and what areas may continue to struggle. Learn more on fundcalibre.com Please remember, we’ve been discus...

Healthcare has been very much under the microscope this year with the world facing a global pandemic and the race to find a vaccine. In this podcast, James Douglas, manager of Polar Capital Global Healthcare Trust talks to us about the vaccine rollout, the impact of a new US president on US healthcare companies, the increasing opportunities in emerging markets and gives his outlook for the sector...

Technology companies have been driving stock market performance this year – not just in the US but also in Asia. In this podcast, AXA Framlington Global Technology fund manager Jeremy Gleeson tells us about the different companies, large and small, reveals the areas where he is finding opportunities and gives his outlook for the sector in 2021. All the golf-lovers out there may also be interested...

While technology companies only make up about 1% of the FTSE 100, there are plenty to be found in other areas of the UK stock market. Guy Feld, co-manager of the Marlborough UK Micro-Cap Growth fund, and Eustace Santa Barbara, co-manager of Marlborough Special Situations fund, tell us more about the AiM market. Home to 84 technology companies, more than a third of the firms listed are also headqua...

Mike Riddell and Kacper Brezniak tell us why they believe most strategic bond funds behave like equities. They talk us through how the fund actually managed to make money during the market falls earlier this year, tell us why they like emerging market debt and emerging market currencies, and explain how negative yields on Japanese bonds can turn positive for sterling investors. Learn more on fundc...

Peter Ewins, manager of BMO Global Smaller Companies trust, tells us why smaller companies have lagged their larger peers in recent years, explains why they have been given a boost by positive news on vaccines and discusses whether they can outperform in 2021. He also gives us a deeper insight into Japanese smaller companies, explaining why they are benefiting from China’s recovery, particularly i...

Alex Savvides, manager of JOHCM UK Dynamic, talks to us about the recent “vaccine value rally” and gives his thoughts on the possibility of Brexit deal and the impact COVID-19 has had on company readiness for our withdrawal from the European Union. Alex also discusses the recent uptick in merger and acquisitions and tells us that overseas companies are making “cheeky bids” for good companies at ro...

Threadneedle European Select co-manager, Ben Moore, uses Warren Buffet’s pinball machines and L’Oréal’s acquisition of Kiehls to explain organic and inorganic growth of reinvested capital in this podcast. He also tells us why Campari still being a vital ingredient for most bartenders is a good thing for investors and debunks the myth that industrial companies are all about metal-melting furnaces....

Could we have a vaccine before Christmas? Is this the final stage of the COVID turndown? After all the doom and gloom and recent months, Giles Rothbarth, co-manager of BlackRock European Dynamic, gives us hope: “Never has so much human capital and effort been focused on solving just one problem,” he said. “We have five shots on goal between now and Christmas with an 80% chance of hitting the back...