FundCalibre - Investing on the go

As the votes are still being counted, James Ashley, chief markets strategist at Goldman Sachs, gives the Investing on the Go podcast listeners his early take on the US election. James outlines the key States still to call, tells us about the role of the House and the Senate, and discusses what investors can expect in terms of stock market reaction. He also tells us why the US election isn’t the on...

Hugh Grieves, co-manager of LF Miton US Opportunities, tells us about the stocks that have benefitted from American’s continuing to work, but stopping going out. He explains why the US economy is like a four-lane highway with just one lane badly in need of repair, tells us about the potential impact of a Biden election win, and gives us examples of firms that once dominated the US stock market, bu...

While dividend cuts in the UK have been numerous, leaving income investors in uncertain territory, the US has fared a lot better. Fiona Harris, investment specialist for the JPM US Equity Income fund, tells us that just 13% of S&P 500 companies have cut or suspended their payments while more than 40% have raised or started them. She also discusses a number of holdings in the fund, including Mo...

The 100th episode of the Investing on the go podcast is a fascinating chat with Ketan Patel, co-manager of EdenTree Amity UK, who discusses a range of responsible investing issues from fast fashion to healthcare and the problems bringing a vaccine to market quickly. Ketan also gives his view on the long term outlook for UK equities and tells us why he thinks real estate is challenged. Learn more o...

It’s five years since the UN’s Sustainable Development Goals were introduced and there are 10 years left to reach their aims. David Harrison, manager of Rathbone Global Sustainability, talks to us about what has been achieved so far, where improvements are required and how the investment community and this fund uses them to invest responsibly. David also discusses company behaviour, fund performan...

Biodiversity 8 million or so plants, animals and bacteria species on the planet and their ecosystems. In this podcast, Jamie Jenkins, co-manager of BMO Responsible Global Equity, talks to us about how this relates to water scarcity. He also discusses his engagement with companies around labour and human rights issues and tells us about the technology companies held in the portfolio. Learn more on...

Job Curtis, manager of City of London investment trust, tells us how he dipped into the revenue reserves to enable the trust to increase its dividend payment for the 54th consecutive year. He reassures investors that he still has around four years’ worth of reserves should the challenges continue, but that he believes we could be through the worst and that UK dividends could already be starting to...

ESG has become a more prominent part of the fund management industry over the past couple of years, but the focus has really been on the E (environment) and G (governance). In this podcast, Katherine Kroll, senior sustainable investing specialist at Brown Advisory, talks to us about the S: social issues. She tells us why they have been overlooked, why it’s important that both society and investors...

To mark International Podcast Day, this week’s interview has been conducted by a real life investor, rather than your usual hosts. Dr Beth Vamvakas, who has been investing for about 10 years, talks to James Thomson, manager of Rathbone Global Opportunities fund, about online shopping, furlough schemes, healthcare and diagnostics, US elections, Brexit and wildfires – to find out how they all might...

Alex Wright, manager of Fidelity Special Values investment trust, says the disruptions in supply chains that investors have been worrying about if a hard Brexit comes to pass are not that dissimilar to those we've seen because of COVID. “A lot of UK companies have done reasonably well dealing with the logistics of the pandemic because they had that hard Brexit planning in place already,” he s...

While some of us have resorted to downloading the Calm Office app to simulate noises from the office, Kevin Murphy, co-manager of Schroder Income fund, is already back at his desk, and talking to the Investing on the Go podcast team about how soon UK companies could reinstate dividends, where he’s finding opportunities overseas, why he invested in Carnival’s bond and why M&S’s partnership with...

With 60% of the LF Blue Whale Growth fund currently invested in technology companies, you’d expect some familiar names to be in the top ten holdings. But manager Stephen Yiu won’t touch the likes of Zoom, Uber, Netflix or Apple. Instead he prefers companies like Adobe and Autodesk. In this podcast, Stephen looks back at the highs and lows during the first three years of this fund’s life and gives...

With emerging market equities experiencing outflows every single week of 2020, Ian Simmons, manager of Magna Emerging Markets Dividend fund, explains why investors have been shunning the asset class but have missed out on relatively good performance. He also talks about how the outlook for dividends is better than in the UK, and tells us about opportunities in Asia, Latin American and Russia. Lear...

Rosemary Banyard, manager of newly-launched VT Downing Unique Opportunities fund, tells us about launching a fund in the midst of a crisis and why she likes companies that have no debt at all. She also talks to us about Games Workshop and why addictive hobbies can result in good dividends, and explains why Estonia is the poster-child of government ‘digitalisation’, why Canada is eyeing-up the UK p...

Ben Wallace, co-manager of Janus Henderson UK Absolute Return fund, tells us how ditching aerospace, travel and leisure companies just prior to the global pandemic protected the fund when stock markets fell. He tells us where he found the most exciting opportunities, but wished he had acted faster, and explains the attractions of housebuilding companies. He also tells us how the European ‘Green De...

The price of gold rose above $2,000 an ounce for the first time ever this month. In this podcast, Ned Naylor-Leyland, manager of Merian Gold & Silver fund, explains why investors have been attracted to gold and gives his view on how high the price of bullion could rise. He also tells us why income investors are looking for dividends from gold mining companies, and explains how silver can augme...

Stuart Springham, deputy manager of TM home investor, talks to us about a new income share class for the fund and a potential 2.4% yield. He tells us about pent-up demand in the housing market resulting in increased asking prices, how the new desire for gardens and offices may not result in a permanent change, how the stamp duty holiday may help those moving up the property ladder rather than firs...

Simon Moon, manager of the Unicorn UK Smaller Companies fund, says the recent sell-off has once again demonstrated the ability of burgeoning UK businesses to be both nimble and resilient amid uncertainty. He also explains why the boom in computer gaming is here to stay post-lockdown and why the legacy of the Industrial Revolution is alive and well among high quality niche engineers in the UK small...

Public sector pay rises, a higher oil price and government asset purchases all point to future price inflation, according to Rob Burdett, co-manager of BMO MM Navigator Distribution. He explains why inflationary signs are positive for value funds, describes how the “Mexican wave of global shutdowns” made diversification “null and void”, and tells us how he took advantage of corporate bond fund yie...

Martin Flood, co-manager of Lazard US Equity Concentrated, tells us how you can make money from the fact that American’s don’t throw things away. He also tells us why he thinks McDonald’s is such a great business, why dollar stores are the ‘anti-e-commerce’ play and describes how Motorola has moved from flip-top phones to police and fire brigades’ walkie-talkies. Finally, Martin gives his thoughts...

Richard Sennitt, manager of Schroder Asian Income fund, tells us how Asian dividends are holding up, gives his thoughts on the US election and how anti-China sentiment might impact wider Asia, discusses the big battleground that is 5G, and explains why the fund is overweight technology hardware firms and real estate companies. Learn more on fundcalibre.com Please remember, we’ve been discussing in...

In some good news for income investors, Will Argent, investment advisor for the VT Gravis UK Infrastructure Income fund, tells us that dividends in the sector are holding up very well. He also tells us how infrastructure investment will play an important role in the post-crisis economic recovery, discusses the possible ‘cash for clunkers’ initiative to encourage us to buy electric vehicles, and ex...

While many investors will think of emerging markets as a source of growth for our investments, there are also plenty of income opportunities. Edmund Harriss, co-manager of Guinness Emerging Markets Equity Income fund, talks us through these opportunities, tells us why emerging market dividends are facing fewer regulatory constraints, and discusses the possibility that Europe could be the dark hors...

Steven Andrew tells us how he uses behavioural finance when choosing investments for the M&G Episode Income fund. He explains why human emotion can impact stock markets, talks about differentiating between ‘tech and the old stuff’ in recent months and gives details about the emerging market sovereign bonds, US banks and Japanese firms that are providing an income for the portfolio. He finishes...

Most people view the FTSE 250 index as being very much a UK domestic-facing group of businesses. But in reality, about half of turnover generated by these businesses comes from outside of the United Kingdom, with companies serving markets in Far East Asia, the US and Europe. In this podcast, Chris St John tells us about the impact of Brexit, investing in AiM-listed gaming companies and future oppo...