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

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FundCalibre - Investing on the go

394. From uranium to frontier matters: finding value where others aren’t looking

April 30, 2026 • FundCalibre

0:00 | 18:49

In a volatile and often unpredictable market, finding reliable returns is becoming increasingly challenging. This episode explores a defensive, multi-asset approach with SVS RM Defensive Capital manager Dr Niall O’Connor. This fund looks beyond traditional equities and bonds, focusing instead on overlooked, under-researched opportunities. From high-yield bonds and discounted investment trusts to commodities and frontier markets, the interview highlights how diversification is evolving. It also examines why traditional hedges may no longer behave as expected, the risks posed by inflation, and where genuine opportunities still exist. With a strong emphasis on valuation discipline and identifying neglected assets, this episode offers a fresh perspective on building resilience in today’s investment landscape.

What’s covered in this episode:

Alternative assets beyond traditional markets
Investing in overlooked, under-researched opportunities
Navigating volatility in bonds and equities
Capital preservation vs growth vs diversifiers
High-yield bonds and income strategies
Discounted investment trusts and valuation opportunities
Biotech, private equity, and “unloved” sectors
Commodities and uranium exposure
Why traditional hedges may be failing
Inflation risks and consumer pressure
Market polarisation and AI-driven enthusiasm
Frontier markets and global opportunities

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.