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.

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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.

Lesley Dunn, co-manager of Baillie Gifford Strategic Bond fund, talks to us about how company balance sheets are recovering after the pandemic. She discusses the amount of money firms had to borrow to keep themselves afloat in lockdown, the price they had to pay to do so, and how some are now looking to reduce their debt. Lesley also gives her view on inflation and discusses the investment case for Netflix’s bond – despite the company “burning cash” in its bid to create original content.

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 Citron, co-manager of JPMorgan Emerging Markets trust, tells us how emerging markets have changed over the past decade. He also discusses the new sectors that are appearing and the new opportunities that are available. John also reveals that Walmex is the trust’s longest-standing holding and tells us why it has been such a good investment for almost 30 years and why it remains so today. He also tells us about the trust’s newest investment and explains the regulatory issues in China.

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.

Neil Goddin, co-manager of Artemis Positive Future fund, tells us how a bout of gout led him to invest in Beyond Meat. He explains how the new fund targets companies making positive environmental and social impacts and discusses the healthcare and education sectors and the opportunities their lack of innovation to date is creating for disruptive companies. Neil discloses that the two key questions he asks potential investments is about their plans to be net zero and the extent of their diversity, and ends with the reasons he likes Shopify.

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.

In an investment version of the game “Would you rather…”, Darius McDermott, managing director of FundCalibre and Chelsea Financial Services, gives his views on the current opportunities in the market. Discussing interest rates, China, absolute return funds, bonds, Bitcoin and more.

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.

David Walton, manager of Marlborough European Multi-Cap fund, tells us why so many European companies are still undiscovered by investors. We learn why a small population in Sweden can be beneficial to company growth and why difficult politics in Italy can lead to good opportunities. The podcast ends with a discussion about M&A activity picking up on the Continent.

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.

David Coombs, manager of Rathbone Strategic Growth Portfolio, talks to us about a range of alternative investments and how you can make money from the volatility in emerging market currencies and interest rate expectations. He also talks about the idiosyncratic risk in music royalties, using Taylor Swift as an example, and tells us about investing in the entire retail value chain and the companies fighting back against Amazon.

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.

Church House Tenax Absolute Return Strategies co-manager James Mahon tells us why low bond prices have caused more confusion than conviction in the market at the moment – and why he thinks it will result in numerous bouts of volatility. He also tells us why the global economy was not prepared for the bottleneck in demand for production and staff availability, resulting in higher than expected inflation figures. James also talks us through the use of floating rate notes as a way of protecting his fund and why the UK is set for a protracted recovery.

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.

“Insurance is a get rich slow kind of an industry” says Nick Martin, manager of Polar Capital Global Insurance fund. But while my parents may have hidden from the door-to-door insurance salesman of the 1980s for fear of having to listen to an hour-long monologue, the industry is anything but boring for investors. Nick talks us through mother nature and the emergence of secondary perils, how coral reefs and mangroves are helping insurers and why inflation is more of threat for future pharmaceutical liabilities than our car insurance.

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.

While inflation numbers have picked up sharply in the US and the UK, Japan is still battling deflation. John-Paul Temperley, deputy manager of AXA Framlington Japan fund, tells us why women could play an important role in getting inflation back into the economy, describes the “stealth move” of the Japanese stock market and tells us that while Japan may not have the sexy internet companies of the US, it’s tech-related profit margins are far higher.

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.