John Stopford and Jason Borbora-Sheen became managers of Ninety One Cautious Managed in May 2020. In this podcast, Jason discusses the performance of the fund and the changes made since they took. He also tells us why risks are increasing for equities, reveals why he likes emerging market bonds, financials and healthcare and gives his outlook for both equities and bonds in the next 12-18 months.Learn more on <a href='https://www.fundcalibre.com/'>fundcalibre.com</a> Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

John Stopford and Jason Borbora-Sheen became managers of Ninety One Cautious Managed in May 2020. In this podcast, Jason discusses the performance of the fund and the changes made since they took. He also tells us why risks are increasing for equities, reveals why he likes emerging market bonds, financials and healthcare and gives his outlook for both equities and bonds in the next 12-18 months.Learn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

John Stopford and Jason Borbora-Sheen became managers of Ninety One Cautious Managed in May 2020. In this podcast, Jason discusses the performance of the fund and the changes made since they took. He also tells us why risks are increasing for equities, reveals why he likes emerging market bonds, financials and healthcare and gives his outlook for both equities and bonds in the next 12-18 months.Learn more on <a href="https://www.fundcalibre.com/" rel="noopener noreferrer">fundcalibre.com</a> Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

151. Strength in simplicity and making money in emerging market bonds

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

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151. Strength in simplicity and making money in emerging market bonds

151. Strength in simplicity and making money in emerging market bonds

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