Bob Kaynor, manager of the Schroder US Mid Cap fund, digs deeper into the US economy. We touch on the Magnificent Seven and how they shed light on a wider issue: can the level of concentration in the S&P 500 continue? Or is the AI bubble set to bust

Murray Income manager Charles Luke highlights a trio of reasons why the UK market looks compelling at present, while also discussing the importance of focusing on quality companies when there is so much noise. We delve deeper into some of the companies in

Samantha Gleave, co-manager of Liontrust European Dynamic, discusses the fund's investment process, including how a company can qualify for its 'cashflow champions' watch list. The interview also touches on the importance of the macroeconom

Dr. Niall OConnor, manager of SVS Brooks Macdonald Defensive Capital, gives a comprehensive overview of the financial landscape for investors, including the role of inflation, interest rates, asset valuations across various markets and, ultimately, where

Sophia Li, manager of FSSA Japan Focus, joins us to discuss the driving forces behind the strong performance of the Japanese stock market in 2023. We delve into the influence of foreign investors - particularly Warren Buffet - on the Japanese market and w

Darius McDermott and Juliet Schooling Latter return to discuss the fallout from an incredibly busy third quarter of 2023. The duo discuss whether interest rates have peaked, how inflation is evolving, and why the uncertainty in markets leaves them open to

In this interview, Richard Parfect, co-manager of the VT Momentum Diversified Income fund, gives an overview of where he believes the opportunities in the market lie today, highlighting high yield, emerging market debt and specialist assets. We then shift

Will Lough, manager of R&M Global Sustainable Opportunities, tells us more about the newly launched fund. We touch on the coexistence of value investing and sustainability, emphasising the importance of defining these concepts broadly rather than in n

The world's population is projected to become more urbanised, with 68% living in cities by 2050, according to our guests Kate Hewitt and Harriet Topham, ESG and Impact specialists at Montanaro Asset Management. We dive into this theme of the built en

In this special bonus episode to mark International Podcast Day, the focus is on a unique FundCalibre event - fund manager speed dating. Seven journalists had the opportunity to interview seven fund managers in a fast-paced setting, delving into their v