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.

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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.

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.

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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.

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.

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.

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.

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.