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:

July 08, 2021 141. Brazil and European real estate dominate the second quarter of 2021
Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in the second quarter of 2021. They talk about top performing Brazilian equities, European real estate funds and UK smaller companies. With inflation proving stickier than first anticipated, they give their views on how high prices could go, before discusses whether the big technology companies have become too expensive and why cheap UK companies are being snapped up by buyers.
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
16min
July 06, 2021 140. Why small-caps are the place to be in this part of the economic cycle
Simon Moon, manager of the Unicorn UK Smaller Companies fund, tell us why smaller companies are the place to be in this stage of the economic recovery. He also talks us through why small-caps can be leaders in the ESG space, despite being overlooked by a number of credit rating agencies. He also explains why a business like Braemar Shipping Services can benefit from the blocking of the Suez Canal and why market-leading steel company Severfield has more strings to its bow than just office development. Simon also covers how M&A activity can be both a blessing and a curse for a small-cap manager.
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
July 01, 2021 139. Europe: Inflation, M&A and the return of the tourist
Every year, European companies source more and more of their revenues from outside the continent. In this podcast, Niall Gallagher, manager of GAM Star Continental European Equity, tells us about this, the debt-laden balance sheets of long-haul carriers, and why private equity firms find it harder to make takeover bids in Europe than in the UK. With pricing power beginning to return along with very strong wage growth, Niall also gives his views on inflation and different types of company that can benefit from rising prices and interest rates.
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
June 24, 2021 138. Why a card is a trojan horse for the untapped online gifting market
Charles Luke, manager of the Murray Income Trust, tell us the UK mid-cap space is an overlooked and under-appreciated segment of the market, which is full of companies with excellent growth potential. He also talks us through his investment in Moonpig and why cards could be a trojan horse for the untapped online gifting market. He also goes into detail about how he builds a portfolio that can do well in any economic environment and why overseas holdings are such an important part of the offering. Also covered is the benefits of the trust’s recent merger with the Perpetual Income and Growth portfolio and how ESG is now at the core of the investment process.
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
11min
June 17, 2021 137. Obsessing about growth stocks and reappraising inequalities in society
Nick Clay, manager of TM RWC Global Equity Income fund, tells us about his new fund, the old favourites he’s invested in, and explains how he achieves a yield 25% greater than that of the market. He discusses reappraising the inequalities in society, interest rates, inflation and the market’s obsession with growth stocks. Finally, he tells us how the income opportunities in the US have grown and where he’s finding opportunities in the technology sector.
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
16min
June 10, 2021 136. Taxing the cryptocurrency traders
From tax returns to elective surgeries, and from national grids to who’s watching what on TV, there are plenty of attractive franchise opportunities to be found around the world. In this interview, Bertrand Cliquet, co-manager of Lazard Global Equity Franchise fund, tells us about the three ways he and the team make money for investors, why they don’t hold Amazon and why cryptocurrency gains could benefit one of their stocks.
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
15min
June 03, 2021 135. Why volatility can be your friend when it comes to A-shares
Rebecca Jiang, co-manager of the JPM China Growth & Income Trust, talks us through the growing opportunity in the A-Shares market and the importance of tapping into structural growth themes like technology, healthcare and consumption as China moves to a capital light growth model. She also tells us about the Chinese governments’ ESG agenda and why fears of inflation will not lead to another commodities bull market.
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
16min
May 27, 2021 134. Diversity, inclusion and how to manage fund managers
Have you ever wondered what it’s like to be in charge of a ‘stock’ of fund managers? (it’s the best idea for a collective noun we could find ongoogle). In a slightly different interview to the norm, Stephanie Butcher,chief investment officer at Invesco reveals all. She tells us about her roleand discusses diversity and inclusion projects and unconscious bias. Shedescribes the work she does with schools and universities and finishesby telling us how the team has dealt with the rise of cryptocurrenciesand retail day traders.
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
May 20, 2021 133. Investing in global brands and regional champions
Laura Bottega, managing director and lead portfolio specialist on the Morgan Stanley Global Brands fund, discusses the growth vs value conundrum, rising inflation and the benefits of scale. She highlights the companies that, during the pandemic, used the time to invest in their digital offerings, to expand e-commerce and social media and to advance the new trend of hyper-personalisation, and discusses potential future opportunities in ‘regional champions’.
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
10min
May 13, 2021 132. The psychology of Robinhood traders and why Baby Boomers fear inflation
In a slightly different format to the usual Investing on the Go podcast, Morgan Housel, the author of The Psychology of Money, and Mick Dillon, manager of Brown Advisory Global Leaders fund discuss behavioural finance and the psychology of money. They cover 19-year-old Robinhood investors trading 5,000 a day and why long-term investing is not intuitive to young people, why Baby Boomers are more worried about inflation than Millennials or Generation X and why the fight for an analytical edge in investing is becoming absurd.
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
31min

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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