FundCalibre - Investing on the go
FundCalibre - Investing on the go
Latest Episodes
406. Century bonds, AI debt and the case for staying short
Capital preservation can be just as important as income when investing in bonds. Our interview with Jerry Wharton, manager of IFSL Church Ho...
405. Where Europe’s income opportunities lie
European equities have long appealed to income investors, but the opportunity is becoming broader than dividends alone. Stuart Brown, co-manager of the
404. Has AI left quality investing behind?
Artificial intelligence has fuelled exceptional market performance, but it has also created opportunities in overlooked areas of the global equity market. In this episode, Sam Witherow, co-manager of the
403. Higher yields, lower risks? Where bond investors should look now
Geopolitical tensions, inflation fears and shifting interest rate expectations have created a challenging backdrop for bond investors. Dickie Hodges, manager of the
402. The investing story everyone is missing
In this episode, we explore the structural changes reshaping global markets and why politics is only part of the story. The discussion examines how deglobalisation, higher interest rates and renewed focus on energy, defence and industrial polic...