FundCalibre - Investing on the go

By FundCalibre

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... more

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FAQs about FundCalibre - Investing on the go:

How many episodes does FundCalibre - Investing on the go have?

The podcast currently has 361 episodes available.

FundCalibre - Investing on the go episodes:

November 18, 2021 161. Outperforming against the odds
Hugh Sergeant, manager of ES R&M UK Recovery fund, explains how his fund has managed to outperform even though his style of investing has been out of favour. He tells us why multiple holdings are good for value strategies, but fewer holdings work better for growth strategies, and discusses the reopening trade and outlook for the UK economy. He reveals why he has recently invested in Fidelity China Special Situations and Baidu and tells us why level concrete has produced the best performing stock in his portfolio.
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.
...more
22min
November 11, 2021 160. Why India has a larger pool of quality companies than other emerging markets
Rasmus Nemmoe, manager of the FSSA Global Emerging Markets Focus fund, talks to us about the outlook for emerging markets and the factors in play today that could mean they perform better in the next decade than the last. He explains why the pool of great businesses in India is a lot bigger than in most other markets and tells us about United Breweries, the Indian Heineken subsidiary, which has been the best performing stock in the portfolio so far this year.
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.
...more
18min
November 04, 2021 159. The potential of Pinterest
Maneesh Bajaj, manager of the Brown Advisory US Flexible Equity fund, gives his on the ground perspective of how the US economy is recovering from the pandemic and how companies may do in 2022. He talks about long-term holdings Visa and MasterCard and outlines the investment case for Pinterest. Maneesh also tells us how Netflix’s ‘Seaspiracy’ prompted engagement with a frozen fish supplier.
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.
...more
18min
October 28, 2021 158. The opportunities for the next 20 years will be more impactful to humanity
In this episode, Lawrence Burns, deputy manager of the Scottish Mortgage Investment Trust, talks to us about some of the radical thinkers who are changing the world, including one who is building the world’s first entirely 3D printed rocket. He also explains why the trust was one of the early backers for Elon Musk’s long-term vision for Tesla. Lawrence also talks about why Covid might be a catalyst for Moderna, and why mRNA might be the start in terms of creating new vaccines for the likes of flu and HIV. He also explains why inflation and interest rates do not control the fate of growth investing and why the investment opportunities of the next 20 years will be a lot more beneficial to humanity.
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.
...more
14min
October 21, 2021 157. The best performing funds during the third quarter of 2021
Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in the third quarter of 2021. They talk about top performing Indian equities, Japanese equities and financials companies. They also give their views on inflation and fuel shortages and tell us if investors should be worried about all the recent regulatory interventions in China. They finish with their outlook for the last few months of the year.
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.
...more
17min
October 14, 2021 156. We never thought China's ambition was to be like America tomorrow
Simon Edelsten and Alex Illingworth, managers of the Mid Wynd International Investment Trust, tell us why governance issues played a key role in their decision to sell all of their holdings in China. The pair also discuss the role of healthcare and automation as key themes in their portfolio and why they hold Pfizer despite being adverse to large pharmaceutical companies. The managers also tell us why the best returns from wind farms, as a low carbon theme, are behind us.
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.
...more
21min
October 07, 2021 155. Helping fund managers make better investments
Kate Elliot, head of ethical, sustainable and impact research at Rathbone Greenbank, explains what her team does and how it helps Rathbone fund managers make the best sustainable investments. She tells us how ethical investing has evolved over time, why greenwashing is a challenge. She also gives examples of when a company may be vetoed or when engagement can become necessary. Finally, she tells us why biodiversity is a growing area of interest.
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.
...more
12min
October 05, 2021 154. Investing for a cleaner, healthier and safer world
Mike Appleby, investment manager and part of the team behind the Liontrust Sustainable Future range, talks to us about the three megatrends underlying their investments: a cleaner, healthier and safer world. He discusses decarbonisation, how it’s not just about treating symptoms better but also encouraging healthier lifestyles and the different products and services that help us live our lives in a more relaxed fashion.
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.
...more
14min
September 30, 2021 153. When is the best time to invest in China?
Having invested in China for more than two decades, Martin Lau, manager of FSSA Greater China Growth fund, is ideally placed to explain what is happening with real estate giant Evergrande. He explains the issues in the Chinese property market and why the government is keen to tackle high prices, puts the regulatory interventions of the past few months into perspective, and reassures investors that Chinese still represents a good long-term investment.
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.
...more
17min
September 23, 2021 152. What investors are missing with BP and Shell
Anthony Cross has managed the Liontrust Special Situations fund since its launch in 2005. In this podcast, he tells us why the valuation of a stock may not matter if the company can compound over time. He discusses the attractions of BP and Shell and goes into detail about the intangible assets he and his co-managers look for when investing in a firm. Anthony also discusses the importance of company culture and tells us where he is finding opportunities today.
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.
...more
14min

FAQs about FundCalibre - Investing on the go:

How many episodes does FundCalibre - Investing on the go have?

The podcast currently has 361 episodes available.

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