FundCalibre - Investing on the go
Episodes
397 episodes
396. What investors keep getting wrong about cycles
Markets are often driven less by logic and more by emotion, and that pattern hasn’t changed despite decades of evolution in investing tools and technology. Nick Clay, manager of the
395. High yield bonds in a world of chaos
With geopolitical tensions rising and inflation concerns returning, bond markets are facing another major test. Rhys Davies, manager of Invesco Bond I...
394. From uranium to frontier matters: finding value where others aren’t looking
In a volatile and often unpredictable market, finding reliable returns is becoming increasingly challenging. This episode explores a defensive, multi-asset approach with
393. From deflation to innovation and the new drivers of Japan
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 efficient...
392. Value investing in a volatile world
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 ...
391. Uncovering Asia’s growth engine
Today’s guest, Richard Sennitt, manages three Elite Rated funds: Schroder Asian Alpha Plus,
390. Europe rising: what’s driving returns
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
389. Oil, inflation and uncertainty
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 t...
388. Income investing isn’t dead, it’s evolving
This interview explores how investors can generate consistent and growing income without sacrificing long-term capital growth. Paul Flood, manager of BNY Mellon...
387. Can Asia and emerging markets keep winning?
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
386. 5% income without sacrificing growth
This episode discusses how a diversified monthly income portfolio is constructed to deliver a consistent income stream alongside capital growth. In our interview with Vincent McEntegart, co-manager of the
385. Is Asia being mispriced by global investors?
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 compe...
384. European investing with a risk-aware edge
Marcel Stotzel shares how his team manages the Fidelity European Trust with a focus on quality, downside protection and sustainable dividend growth. We...
383. What’s going on with gold and silver?
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
382. Why frontier markets are less risky than you think
Frontier markets, those countries outside both developed and emerging markets, offer investors access to dynamic companies and compelling growth potential. ...
381. Why the next growth wave might come from Asia
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 Qian Zhang, investment specialist on the
380. Can income investing still beat inflation?
Discover how global dividend investing has evolved in a world of shifting inflation, volatile markets and concentrated index leadership. Stuart Rhodes, manager of the M&am...
379. Is this another tech bubble? Or the next growth wave?
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, manag...
378. The case for diversification in a world that won’t sit still
In our first episode of 2026, we reflect on a year that challenged many investor assumptions. Despite geopolitical conflict, trade tensions and inflation concerns, markets delivered resilient and often surprising returns. Darius McDermott and J...
377. Yield, stability and growth: rethinking infrastructure
After a difficult period for infrastructure assets, 2025 has marked a more supportive environment. Will Argent, manager of the TM Gravis UK Infrastructure ...
376. Is this the start of a new small-cap cycle?
Small-caps have historically outperformed over the long term, but recent years have been dominated by large-cap momentum and narrow market leadership. Nish Patel, manager of the
375. From Budget noise to market opportunity
This special episode dives into the market reaction to the latest UK Budget with Carl Stick and Alan Dobbie, co-managers of Rathbone Income fund. They discuss initial relief...
374. Emerging markets: riding the next dollar cycle
Emerging markets have rebounded strongly despite global uncertainty. John Citron, co-manager of JPMorgan Emerging Markets Trust, shares what’s behind that strength: f...