FundCalibre - Investing on the go
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...
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388. Income investing isn’t dead, it’s evolving
<p>This interview explores how investors can generate consistent and growing income without sacrificing long-term capital growth. Paul Flood, manager of <b>BNY Mellon Multi-Asset Income fund</b>, discusses the evolving importance of income in retirement planning and how a multi-asset approach can provide diversification across equities, bonds and alternatives. We examine how shifting market conditions, including inflation, interest rates and changing valuations, influence asset allocation decisions. The interview also highlights opportunities in real assets, property and infrastructure, alongside a more value-focused approach to equities. Finally, we look at how themes, fundamentals, ESG considerations and valuation discipline combine to identify...
387. Can Asia and emerging markets keep winning?
<p>Asia and global emerging markets delivered strong returns in 2025, but the big question is whether the rally can continue. We’re joined by Patrick Garvin, the client portfolio manager for the <b>Invesco Asian</b> and <b>Invesco Global Emerging Markets fund</b><b>. </b>This episode explores the key forces shaping the outlook for the region, including earnings growth driven by the AI cycle, the impact of a weaker US dollar and changing policy dynamics in China. The conversation also examines risks such as geopolitics (please note: this interview took place on 24 February before the US attack on Ir...
386. 5% income without sacrificing growth
<p>This episode discusses how a diversified monthly income portfolio is constructed to deliver a consistent income stream alongside capital growth. In our interview with <b>Vincent McEntegart, co-manager of the </b><b>Aegon Diversified Monthly Income fund</b><b>,</b> we find out why a 5% income target was chosen, how income is sourced across equities, bonds, alternatives and currencies and how the portfolio has adapted as interest rates have risen. We also discuss the role of duration management, portfolio diversification, currency hedging and disciplined rebalancing in protecting investors through market volatility, particularly for those in or approaching decumulation. </p><p...
385. Is Asia being mispriced by global investors?
<p>This interview explores the case for Asian equities amid changing market conditions. David Perrett, manager of the M&G Asian fund, joins us as we discuss why Asia remains compelling for long-term investors and how much recent performance reflects fundamentals versus sentiment. We also look at China’s evolving opportunity set, the importance of bottom-up stock selection, valuation-driven country positioning and the growing role of domestic consumption across the region. We finish with what investors should realistically expect from Asian equity exposure over a full market cycle.</p><p><b>What’s covered in this episode: </b></p>Why Asia...
384. European investing with a risk-aware edge
<p>Marcel Stotzel shares how his team manages the <b>Fidelity European Trust</b><b> </b>with a focus on quality, downside protection and sustainable dividend growth. We cover the recent merger with the Henderson European Trust, the benefits of scale and liquidity and how high-quality companies are navigated amid market rotations and higher rates. Marcel also discusses the evolving European investment landscape, domestic opportunities and why they have selective exposure to AI.</p><p><b>What’s covered in this episode: </b></p>The trust’s risk-aware approachDividend growth as a performance driverThree benefits of the Henderson European Trust merge...
383. What’s going on with gold and silver?
<p>Gold and silver are more than commodities, they’re a long-term hedge, portfolio diversifier and reflection of economic policy according to today’s guest. Ned Naylor-Leyland, manager of the <b>Jupiter Gold & Silver fund</b>, dives into the dynamics driving gold and silver markets today. He explains the recent market swings caused by margin trading, Fed policy signals and investor enthusiasm. We also cover how physical ownership mitigates counterparty risk and why mining companies present a compelling investment opportunity. Ned also highlights silver’s critical industrial uses and explains why gold and silver remain essential portfolio assets for the long t...
382. Why frontier markets are less risky than you think
<p>Frontier markets, those countries outside both developed and emerging markets, offer investors access to dynamic companies and compelling growth potential. <b>T. Rowe Price Frontier Markets Equity</b> fund manager Johannes Loefstrand tells us what defines frontier markets, why they can provide both low volatility and high returns. He also shares the advantages of active investing in these regions, the key sectors, impact of geopolitical shifts and how global investors can benefit from market inefficiencies. One thing is clear, from Vietnam to Morocco, frontier markets provide opportunities for portfolio diversification and long-term growth.</p><p><b>What’s covered in...
381. Why the next growth wave might come from Asia
<p>This interview takes a fresh look at Asia’s investment landscape, challenging some of the most common misconceptions about the region. Our in-depth discussion with <b>Qian Zhang, investment specialist on the </b><b>Baillie Gifford Pacific fund</b>, explores why economic growth has not always translated into market returns, and how shifting macro headwinds, currency dynamics, and sentiment towards China are changing the outlook. We also dive further into domestic demand, innovation and structural trends such as AI, advanced manufacturing and supply chain repositioning are creating new opportunities.</p><p><b>What’s covered in this episode: </b></p>Why...
380. Can income investing still beat inflation?
<p>Discover how global dividend investing has evolved in a world of shifting inflation, volatile markets and concentrated index leadership. Stuart Rhodes, manager of the <b>M&G Global Dividend fund</b>, focuses on identifying companies capable of delivering sustainable dividend growth through strong cash generation, disciplined reinvestment and sensible valuations. We discuss a wide variety of topics this week, including the balance between yield and growth, geographic opportunities across global markets, the role of technology in an income portfolio and how currency movements affect returns. We also explore risks to income, the recent underperformance of quality investing and why...
379. Is this another tech bubble? Or the next growth wave?
<p>Technology investing goes far beyond hardware and consumer gadgets. This episode explores how the sector has evolved, focusing on the underlying “technology DNA” that now runs through industries from finance to healthcare. Jeremy Gleeson, manager of the <b>Allianz Global Hi-Tech Growth fund</b>, covers enterprise and consumer spending trends, the realities of AI investment and returns and the less glamorous but essential infrastructure powering innovation. We examine opportunities beyond the dominant mega-cap names, including mid-cap and Asian technology leaders, cybersecurity, networking and data infrastructure.</p><p><b>What’s covered in this episode: </b></p>What defines a “technolog...
