FundCalibre - Investing on the go

James Douglas, co-manager of Polar Capital Global Healthcare Trust, talks to us about how the healthcare sector is responding to the coronavirus crisis. From short-term needs such as tests, ventilators and vaccines, through to longer term investment in our global healthcare infrastructure and the way we access services, the implications are significant - even the promises made in the US election c...

With companies in the UK and Europe announcing dividend suspensions or cuts, investors are rightly concerned that their incomes could fall in the coming months. In this podcast, Andreas Zoellinger tells us why dividend cancellations may be painful but temporary, highlights the industries that may be able to continue their payments, and outlines the opportunities that have arisen due to stock marke...

‘Thanks’ to the stock market crash, the FTSE 100, the index of the UK’s largest 100 companies, now yields almost 7%*. In this podcast – that was recorded during the market falls in early March – Henry Dixon, manager of Man GLG UK Income fund, talks to us about how sustainable UK dividends are, tells us why he may sometimes invests in a bond instead of an equity and explains his ‘value’ style. Lear...

**Please note that this podcast was recorded prior to the Coronavirus-led stock market falls**Lazy consensus opinions can create opportunity – especially in shares that are expensive or overpriced. Manager Chris Kinder has quality businesses at the core of his portfolio – but also looks to make money from over-loved companies where something has disturbed the status quo. In this podcast he tells u...

Despite the fact that US/China trade wars have helped push Europe into an industrial recession, there are still plenty of investment opportunities, according to Dean Tenerelli, manager of T. Rowe Price Continental European Equity fund - especially among the mid-caps. From forklift trucks and lawnmowers, to bottle manufacturers, auto suppliers and pharmaceuticals, Dean talks us through some of the...

Kirsty Desson, newly appointed co-manager of ASI Global Smaller Companies, talks to us about how she and the team deal with black swan events like the Coronavirus, and elaborates on holdings Trainline and Appen – the company with the technology that helps Alexa, Google and Siri understand and answer our questions... Learn more on fundcalibre.com Please remember, we’ve been discussing individual co...

Richard Kaye has been living in Japan for the past 30 years. In this podcast he tells us about the Silicon Valley of Japan; why there are more women as a percentage of the workforce than in the US; why the country has ‘cool’ brands wider Asia wants to buy; and explains that, as a nation with no natural resources, Japan also has a lower carbon footprint than many other countries. Learn more on fund...

From animal testing to weapons, tobacco to doorstep lending, there are many ‘unethical’ practices that Bryn Jones excludes from the Rathbone Ethical Bond fund. He talks to us about the companies the excludes and the positive traits he looks for, as well as the growing opportunities in renewable energy. He also explains his thinking about human geography and the move from the Holocene to the Anthro...

Manager Matthew Brett talks to us about how improvements in machine vision and artificial intelligence have led to robots being used more widely, tells us how Japanese strength in component manufacturing is benefiting from these advances, and explains why a Chinese internet giant and Japan’s second richest man, are both making a software company more exciting. Learn more on fundcalibre.com Please...

Jason Pidcock describes casinos as “niche property companies: they charge very high rents for people to spend time there.” In this podcast, he talks to us about his casino holdings in Macau, Australia and Singapore, tells us why “flying is the new smoking”, reveals which tech stocks pay a dividend, and discusses the possible economic impact of the coronavirus. Learn more on fundcalibre.com Please...

The Canadians haven’t just gained an (ex) Royal couple recently, they’ve also bought some of our cheese: Saputo bought Dairy Crest – maker of Cathedral City cheddar and Country Life butter recently in a near £1 billion deal. James Baker, manager of MI Chelverton UK Equity Growth tells us why we may see more mergers and acquisitions of UK companies this year. Learn more on fundcalibre.com Please re...

According to Matthew Dobbs, no business is so good that it can’t be ruined by bad management. In this podcast, the manager of Schroder Asian Alpha Plus and Schroder Oriental Income, tells us why meeting company management is so important, why there is ‘moral hazard’ in China and why slower growth is still stronger growth. Learn more on fundcalibre.com Please remember, we’ve been discussing individ...

Can we rely on UK companies to pay their dividends this year? Nick Shenton and Andy Marsh join Darius McDermott in this podcast to answer this and other UK income questions. They also tell us how they go about researching a company, describe their ‘bad-cop, bad-cop’ approach to meeting management and explain how a mining company could be good for the environment... Learn more on fundcalibre.com Pl...

Simon Adler, co-manager of Schroder Global Recovery fund, talks to us about the history of value investing. Almost 100 years old, the investment style has delivered outstanding long-term returns, but has lagged in the past decade. But every ten years or so things change. Is now an unprecedented opportunity to return to value? Learn more on fundcalibre.com Please remember, we’ve been discussing ind...

2019 turned out to be a good year for world stock markets. As we head into 2020 your hosts, Juliet Schooling Latter and Darius McDermott, take us on a whistle-stop tour of the globe, garnering opinion from Elite Rated fund managers as to the outlook for various markets and asset classes in the coming 12 months. Learn more on fundcalibre.com Please remember, we’ve been discussing individual compani...

Global brands are plentiful, but which ones are any good as investments? Laura Bottega, lead portfolio specialist, talks to us about finding the best companies and brands for the Morgan Stanley Global Brands fund. She talks about Xbox and gaming and the changing face of Microsoft’s competitors, as well as engaging with companies on data privacy, plastics and executive pay. Learn more on fundcalibr...

Having badgered his parents for an investment in Foreign and Colonial investment trust at the age of 12, it’s perhaps no wonder that Alex Wright became a fund manager. Here he talks to us about his own trust, Fidelity Special Values, tells us why he invests in stocks other people don’t like, and debates the merits of banks and Brexit. Learn more on fundcalibre.com Please remember, we’ve been discu...

From turning the lights on, to driving a car or catching a train, infrastructure is a fundamental part of our everyday lives. Peter Meany has run this fund since launch in 2007. In this podcast he talks to us about investing in different types of infrastructure: utilities and the risk of politics, bullet trains and magnetic levitation, and how he’s taking advantage of the roll-out of 5G. Learn mor...

Co-founder of Church House, and co-manager of Church House Tenax Absolute Return Strategies fund, James Mahon, looks back over the past twenty years and discusses the bursting if the tech bubble and the more recent Euro crisis. James also talks to us about the opportunities that could present themselves following the General Election in December, tells us why he thinks we may have reached ‘peak’ u...

In the final podcast recorded at FundCalibre’s annual investment trust dinner, Peter Ewins, manager of BMO Global Smaller Companies investment trust gives us his thoughts on the US and UK elections, explains why Japanese funds dominate the portfolio’s top ten holdings, talks about the trusts’ exposure to gold mining equities and infrastructure projects around the world, and tells us what was discu...

In the second of three podcasts recorded at FundCalibre’s annual investment trust dinner, Bruce Stout, manager of Murray International investment trust tells us why he prefers the shares and bonds of emerging market companies and governments today, explains why he thinks financial forecasters are just there to make weather forecasters look good and discusses the times he’s put more money into bond...

In the first of three podcasts recorded at FundCalibre’s annual investment trust dinner, Job Curtis, manager of City of London investment trust discusses the upcoming Christmas election, Brexit and the long-term outlook for the UK stock market. He also tells us how he’s been able to maintain his impressive dividend track record and looks back to 2003, when he increased gearing on the trust to take...

From climate change to rapid urbanisation, from ageing societies to the tug-of-war for economic supremacy, there are a number of megatrends that could transform the way we live and do business over the next 20, 30 or 40 years. With so much uncertainty in the world in the short term, are investors better off looking to the future for ideas as to how to invest their money? Learn more on fundcalibre....

Believe it or not, livestock accounts for some 18% of human-produced greenhouse gas emissions – more than ships, planes, trucks and cars put together. In this podcast, your hosts Sam and Staci discuss what the implications of a change of diet could be for our planet, and investigate ways to invest ‘meat-free’. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companie...

Ever wanted to own a bar of gold but not had a safe or an arm strong enough to hold it?? Ned Neylor Layland, manager of Merian Gold & Silver fund, talks to us about the practicalities of investing in gold, tells us what else you might find if you were mining for the precious metal, and explains where the term ‘pound sterling’ comes from... Learn more on fundcalibre.com Please remember, we’ve b...