FundCalibre - Investing on the go

Both the managers of Guinness Asian Equity Income fund joined us for this podcast. They describe how Asian has evolved from being just a high-growth region into a dividend-paying one too, tell us about an Australian company that is holding its own against Amazon, explain why China is the new Korea, and give us the low-down on the true impact of the US/China trade war. Learn more on fundcalibre.com...

Eva Cairns, ESG investment analyst at Aberdeen Standard Investments, talks to us about climate change and the difference just a 1 degree rise in temperature could have on coral reefs, water and animal species. She also explains how she encourages fund managers to think about physical, as well as transitional risk, when it comes to assessing companies. Learn more on fundcalibre.com Please remember,...

From genetics to palm oil, the plastic epidemic to gender diversity, zero-hour contracts to tobacco, the depth and breadth of EdenTree's research analysis is truly impressive. In this podcast, Neville White, head of Responsible Investment Policy and Research at EdenTree talks to use about how ethical investing has evolved and why biodiversity is the Cinderella of the investment world. Learn m...

Luciano Diana, manager of Pictet Global Environmental Opportunities fund, talks to us about investing in companies that are actively trying to solve the planet's environmental issues. From Amazon fires to a water-less Las Vegas, he also tells us how technology could help the human race avoid reaching tipping points in the Earth's ecosystem. Learn more on fundcalibre.com Please remember,...

Having worked in Japan for a number of years, Dale Nicholls, found the growing investment opportunities in China more compelling and moved to Hong Kong six years ago. He believes that while many mainstream Asian equity funds look at Asia ex Japan today, very soon China will be so dominant they will look at Asia ex China instead. Learn more on fundcalibre.com Please remember, we’ve been discussing...

Martin Lau talks us through the implications of the China/US trade wars, shares his excitement about the growing A-Share market and the potential to identify an entrepreneur with a sound business plan – and then enjoy a 10-year investment journey together - highlights Alibaba’s meteoric rise, and explains why soya milk, gas and electronics can make a good investment mix. Learn more on fundcalibre....

Jonathan Platt, manager of Elite Rated Royal London Corporate Bond fund, explains why government bond yields reflect a degree of pessimism he doesn’t share, why unrated bonds are not necessarily risky, why central bankers are worried about recession and what advice he’d give the new governor of the Bank of England. Learn more on fundcalibre.com Please remember, we’ve been discussing individual com...

From the luxury of Louis Vuitton to the discomfort of Ryanair - voted the UK's worst brand for customer service – Niall Gallagher, manager of GAM Star Continental European Equity, talks us through his investments. Niall also tells us why he wouldn't want to be governor of the Bank of England, why talking to former employees gives to extra insight into the workings of a company, and why A...

Tesco has been under pressure from competitors Aldi and Lidl for sometime. But Richard Hallett, manager of Marlborough UK Multi-Cap Growth fund, believes its outlook is more positive in the short term. With every little helping in investment terms, he tells us why he is willing to take the chance on the company and explains why he tends to avoid oil and utilities firms in favour of e-commerce busi...

Investing in assets that have lost 50% of their value could be scary stuff – but if you research them thoroughly, amongst all the rubbish you can occasionally fund something of value that has been mistakenly discarded by investors. Alastair Mundy talks to us about the loyalty of M&S customers, the quality of John Deere trackers, and tells us why gold and silver are insurance against central ba...

In a whistle-stop tour of the globe, David Coombs, manager of Elite Rated Rathbone Strategic Growth Portfolio, tells us about his belief in the US stock market, why he is investing in government bonds instead of cash, and why some of his top stocks are companies that produce makeup and Champagne. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring inv...

Everything in the US seems to be bigger than in the UK. The cars, the roads, food portions... They have Silicon Valley in California. We have a silicon roundabout in Cambridge and a tech canal in Birmingham! Matthew Tonge, co-manager of Liontrust UK Micro-Cap fund explains why UK tech companies tend to stay small, but also how Brexit may help them grow. Learn more on fundcalibre.com Please remembe...

From Cineworld's special dividend, to Big Yellow's success gaining planning permission and the opportunities in Scottish television, Siddarth Chand Lall, manager of Marlborough Multi Cap Income fund, talks to us about finding income opportunities in the UK's smaller – but growing – companies. Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies t...

Having won a school investment competition at the age of 16 and been runner-up in the Observer 'Investor of the Year' at age 21, it's perhaps not surprising John Bennett became a fund manager. In this podcast he talks to us about his investments in Carlsberg and Nestle, as well as Mowi the salmon farming business. He also tells us why he thinks banks are short-term trading opportuni...

In this podcast, Tom Slater, co-manager of Scottish Mortgage Investment Trust, talks to us about electric vehicles, the falling cost of genomic sequencing and autonomous aircrafts that deliver blood to patients in Sub-Saharan Africa. That's quite a mix – but they all have one thing in common: they are disrupting whole industries. Learn more on fundcalibre.com Please remember, we’ve been discu...

Research trips don't always result in new opportunities – they can also give you a reason to sell a company. Devan Kaloo, manager of Aberdeen Latin American Equity, discusses his last trip to Brazil, and how new pension fund reform could result in more investment, more consumption and more growth. Devan also talks about President Trump's ambition for a Mexican wall and the more worrying...

While the Netherlands may have beaten Sweden in the recent semi final of the FIFA Women's World Cup, according to Chris Garsten, co-manager of Waverton European Capital Growth fund, Sweden wins hands-down over it's Dutch counterpart in terms of investment opportunities. In this podcast Chris discusses the highs and lows of 20 years investing on the Continent and the herd-like scramble in...

From the beauty of Hawaii to the less glamorous Bismark, North Dakota (known mainly for the film Fargo and lots of snow), Mark Sherlock talks to us about his travels in America, Tropicana packaging, Transport for London's Oyster card payment system and how a company he owns is starting to tackle the problem of bottle tops and other plastics on our beaches and in our oceans. Learn more on fund...

Peter Elston is both a fund manager and a chief investment officer – in football terms a 'player-manager'. In this podcast he tells us what 25 years based in Asia taught him about investing in the region, why Emirate Airline's A380 super jumbos offer opportunities, and how streaming services are putting an end to music piracy and are putting the profits back into the hands of the so...

Brits have had a long love affair with property and buy-to-let investing has been popular over the years. But it can sometimes be more hassle than it is worth. So what if you could invest in property without a mortgage, the paperwork, repairs or constant search for new tenants? That's where TM home investor comes in: it's a unique fund that invests in UK residential housing. From the Mid...

Europe's a huge continent with many different economies, which means there are also any number of undiscovered companies in which to invest. James Sym, manager of Schroder European Alpha Income fund talks to us about his travels to Europe - visiting factories, as well as head quarters - to find these hidden gems. He also tells us why he thinks there will be increased demand for oil and why th...

Political risk may be high but, if you can find a project with cross-party support, you can mitigate it to some extent. And that's exactly what Will Argent, investment advisor to VT Gravis UK Infrastructure Income is doing. Although the UK seems to be in political chaos, there are some areas where our politicians can find common ground. Here, Will talks to us about the green agenda, tells us...

Healthcare is a subject close to many people's hearts (pardon the pun) but it could also soon become the most prominent feature in a word cloud: the US election campaign starts in a few months and affordable healthcare is likely to be a key policy for all candidates. This week's podcast gives us an insight into the world of gene therapy, drugs and medical devices - and the US campaign tr...

International investors don't like UK companies: they have shunned them since the EU referendum. But is that a mistake, especially for those who like a regular dividend payment? And can you still invest in a company who could - or has already - cut its dividend - like Vodafone in May this year? The answer to this and more on equity income investing is on this week's podcast. Learn more o...

'Back British' sounds like it could be an election promise, but it's what Ken Wotton does every day in the LF Gresham House UK Multi Cap Income fund. Here he talks to us about investing in some of Britain's most interesting entrepreneurs and participating in their companies' growth as their businesses mature and develop. Learn more on fundcalibre.com Please remember, we’ve...