FundCalibre - Investing on the go
Episodes
403 episodes
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...
401. The return of growth investing in Japan
This episode focuses on Japan’s changing market dynamics and why investor sentiment appears to be shifting after decades of stagnation. Richard Kaye, manager of the ...
400. AI, inflation and the new market regime
In this special 400th episode, we take a broad look at global markets at the halfway point of the year. The discussion between Darius McDermott and Juliet Schooling Latter covers easing geopolitical tensions, inflation dynamics, and the continu...
399. The new infrastructure boom
Infrastructure is no longer just about dependable income and downside protection. Peter Meany, manager of the First Sentier Global Listed In...
398. What comes next for China?
This episode explores the current state of Chinese equity markets, focusing on shifting sentiment, policy developments, and the widening divergence between sectors. Dale Nicholls, manager of the
397. Meet the fund finding the next wave of innovation (before the market)
Innovation is often associated with headline-grabbing tech giants, but this episode reveals a far broader opportunity set across global markets. Graeme Bencke and Mikhail Zverev, co-managers of the
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...
