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 the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre

All Episodes

FundCalibre - Investing on the go

335. Finding value (and dividends) in uncertain times

October 10, 2024 • Ben Peters

Ben Peters, co-manager of the IFSL Evenlode Global Income fund, explains the fund’s focus on total returns and growing income streams. He shares how certain sectors, including consumer goods, healthcare, and information technology, provide resilient investment opportunities. We also touch on the effects of geopolitics and the long-term potential of artificial intelligence. The interview finishes with Ben’s views on navigating market volatility, maintaining conviction during underperformance, and finding hidden value in high-quality companies.

What’s covered in this episode:

What makes the IFSL Evenlode Global Income fund different from its peers?
Views on market volatility
How geopolitics come into play
The appeal of the consumer goods sector
Why healthcare is a good “defensive” option
A Microsoft case study
The investment potential of artificial intelligence
Investing through a difficult period
Staying true to fundamentals
Outlook for global equity income in 2025

More about the fund: IFSL Evenlode Global Income fund aims to emulate the success of the IFSL Evenlode Income fund, while benefiting from a wider global remit. The managers are not afraid to be radically different from their benchmark, which we applaud, along with their long-term focus. We also like the fund’s objective to grow the dividend in the future.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.