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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393. From deflation to innovation and the new drivers of Japan
<p>This episode explores the changing investment landscape in Japan and why it may be entering a new era of growth. With deflation ending, wages rising and corporate governance improving, companies are being pushed to deploy capital more efficiently. We’re joined by <b>Alison Henry, investment specialist in Japanese equities from Baillie Gifford</b>, this week who highlights opportunities in mid-cap innovators, the growing influence of artificial intelligence and Japan’s leadership in robotics and automation. We also examine how companies are adapting to technological disruption and the role of global volatility in portfolio decisions, focusing on the <b>Bail...
392. Value investing in a volatile world
<p>This interview examines how escalating geopolitical tensions are influencing the UK equity market and investor sentiment. Rising energy prices and disrupted supply chains are expected to feed through into inflation and interest rates, creating headwinds for more cyclical areas of the market. <b>Alex Wright, manager of </b><b>Fidelity Special Values Trust</b><b>,</b> explores how the portfolio is being adjusted in response, including changes to exposure across sectors such as defence and oil. We also consider the challenges of navigating markets where traditional defensive assets have already performed strongly and highlight where value opportunities are emerging...
391. Uncovering Asia’s growth engine
<p>Today’s guest, <b>Richard Sennitt, manages three Elite Rated funds: </b><b>Schroder Asian Alpha Plus</b><b>, </b><b>Schroder Asian Income</b><b> and </b><b>Schroder Oriental Income Trust</b><b>. </b>He shares his approach to navigating investment opportunities across Asia. The interview explores the impact of AI on semiconductor manufacturing and tech enablers, the growth potential in financials and insurers and the evolving dividend culture in markets like Singapore, Korea and China. Richard shares his approach to balancing income generation with capital growth, emphasising natural dividend streams over chasing yields. He also discusses po...
390. Europe rising: what’s driving returns
<p>Take a deep dive into European equity investing, focusing on how a disciplined blend of quality, valuation and momentum can drive consistent long-term returns. Alexander Fitzalan Howard, manager of <b>JPMorgan European Growth and Income Trust</b>, explores how earnings revisions act as a key signal for stock performance, alongside insights into sector opportunities such as banks, infrastructure and smaller companies. We also examine the impact of macro developments, including increased European fiscal spending and geopolitical uncertainty.</p><p><br/></p><p><b>What’s covered in this episode: </b></p>Quality, value, momentum frameworkEarnings revisions as a key sig...
389. Oil, inflation and uncertainty
<p>In this special bonus episode, recorded amid heightened market volatility, Darius and Juliet explore how escalating geopolitical tensions are reshaping the investment landscape. With energy markets at the centre, we explain why disruptions in the Middle East matter so much for global supply, inflation and interest rates. The discussion also covers why traditional defensive assets like gold have struggled, what alternatives investors can consider and how portfolios might be positioned in uncertain times. Finally, we assess whether recent market weakness presents long-term opportunities, highlighting regions, sectors and strategies that could benefit once stability returns.</p><p><b>What’s co...
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...
