FundCalibre - Investing on the go
Latest Episodes
308. Navigating market highs around the globe: insights from Q1 2024
Darius McDermott and Juliet Schooling Latter are back for a comprehensive quarterly market update. Reflecting on the first quarter of 2024, they delve into various regions and sectors that experienced notable highs. We also discuss the potential for econo
307. The complexity of gold and its all-time high price
Manager of Jupiter Gold & Silver, Ned Naylor-Leyland, looks into the current dynamics affecting the gold market amidst conflicting factors like geopolitical tensions and interest rates. He provides insights into the intricate nature of gold pricing ac
306. The secrets to long term outperformance in US equities
Maneesh Bajaj, manager of the Brown Advisory US Flexible Equity fund, shares insights into the fund's philosophy and flexible approach, attributing its long term success. We cover a whistle stop tour of US headlines including the Magnificent Seven, i
305. Why Britain is back in business
In a special Spring Budget feature were joined by four fund managers and our very own research director, Juliet Schooling Latter, to take a closer look at UK equities. We discuss what the British ISA could mean for the UK market but, most importantly,
304. Navigating growth in America and the impact of AI
Ben James, investment specialist director on Baillie Gifford American, gives insights into why the U.S. remains a prime location for growth investors, highlighting its innovation, deep talent pool, and unique cultural optimism. A significant portion of th
303. Energising portfolios: investing in clean energy income strategies
Will Argent, investment advisor to the VT Gravis Clean Energy Income fund, explores the distinctive features that set this fund apart and provides insights into the resilience of renewable energy assets through economic cycles. We also discuss the challen
302. The “once in a generation opportunity” in the UK market
This episode focuses on the UK market, highlighting the current generational opportunity and overall optimism despite recent challenges. Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund, shares insights into the fund's emphasis on
301. The opportunities and challenges of AI
Dave Dudding, manager of the CT Global Focus fund, discusses the S&P 500 reaching 5,000 for the first time and various aspects of the current economic landscape, such as supply chain dynamics, inflation, and the impact of artificial intelligence (AI)
300. Unique opportunities await in UK equities
The VT Downing Unique Opportunities fund has a focus on small and mid-cap companies. Manager Rosemary Banyard covers the challenges faced by smaller companies, changing sentiment, and political influences on the AIM market during this interview. We also e
299. Expert insights into the FTSE 250
Chris St John, manager of the AXA Framlington UK Mid Cap fund, walks us through the FTSE 250, providing insights into its composition, changes, and dynamics of the mid cap index. We cover the diversity within the index, sectoral makeup and international e