Gary Kirk, co-manager of TwentyFour Dynamic Bond fund, talks to us about the outlook for interest rates and inflation. He explains subordinated bank bonds and asset backed securities and tells us why they are attractive for investors in today’s environment. For anyone wanting to learn more about fixed income and how it works, this podcast is highly...
A lot happened in 2020 and, to make sense of all that happened, FundCalibre’s Staci West breaks down the biggest topics of the year and most memorable moments. From the global pandemic to negative oil prices, the US election and UK dividends, she talks about the impact each had on our investments.
In an investment version of the game “Would you rather…”, Darius McDermott, managing director of FundCalibre and Chelsea Financial Services, gives his outlook for 2021. Discussing equities, bonds, commodities and technology, he gives his view on what areas of the market could do well next year and what areas may continue to struggle.
Healthcare has been very much under the microscope this year with the world facing a global pandemic and the race to find a vaccine. In this podcast, James Douglas, manager of Polar Capital Global Healthcare Trust talks to us about the vaccine rollout, the impact of a new US president on US healthcare companies, the increasing opportunities in...
Technology companies have been driving stock market performance this year – not just in the US but also in Asia. In this podcast, AXA Framlington Global Technology fund manager Jeremy Gleeson tells us about the different companies, large and small, reveals the areas where he is finding opportunities and gives his outlook for the sector in 2021. All...
While technology companies only make up about 1% of the FTSE 100, there are plenty to be found in other areas of the UK stock market. Guy Feld, co-manager of the Marlborough UK Micro-Cap Growth fund, and Eustace Santa Barbara, co-manager of Marlborough Special Situations fund, tell us more about the AiM market. Home to 84 technology companies, more...
Mike Riddell and Kacper Brezniak tell us why they believe most strategic bond funds behave like equities. They talk us through how the fund actually managed to make money during the market falls earlier this year, tell us why they like emerging market debt and emerging market currencies, and explain how negative yields on Japanese bonds can turn...
Peter Ewins, manager of BMO Global Smaller Companies trust, tells us why smaller companies have lagged their larger peers in recent years, explains why they have been given a boost by positive news on vaccines and discusses whether they can outperform in 2021. He also gives us a deeper insight into Japanese smaller companies, explaining why they...
Alex Savvides, manager of JOHCM UK Dynamic, talks to us about the recent “vaccine value rally” and gives his thoughts on the possibility of Brexit deal and the impact COVID-19 has had on company readiness for our withdrawal from the European Union. Alex also discusses the recent uptick in merger and acquisitions and tells us that overseas companies...
Threadneedle European Select co-manager, Ben Moore, uses Warren Buffet’s pinball machines and L’Oréal’s acquisition of Kiehls to explain organic and inorganic growth of reinvested capital in this podcast. He also tells us why Campari still being a vital ingredient for most bartenders is a good thing for investors and debunks the myth that...
Could we have a vaccine before Christmas? Is this the final stage of the COVID turndown? After all the doom and gloom and recent months, Giles Rothbarth, co-manager of BlackRock European Dynamic, gives us hope: “Never has so much human capital and effort been focused on solving just one problem,” he said. “We have five shots on goal between now and...
As the votes are still being counted, James Ashley, chief markets strategist at Goldman Sachs, gives the Investing on the Go podcast listeners his early take on the US election. James outlines the key States still to call, tells us about the role of the House and the Senate, and discusses what investors can expect in terms of stock market reaction....
Hugh Grieves, co-manager of LF Miton US Opportunities, tells us about the stocks that have benefitted from American’s continuing to work, but stopping going out. He explains why the US economy is like a four-lane highway with just one lane badly in need of repair, tells us about the potential impact of a Biden election win, and gives us examples of...
While dividend cuts in the UK have been numerous, leaving income investors in uncertain territory, the US has fared a lot better. Fiona Harris, investment specialist for the JPM US Equity Income fund, tells us that just 13% of S&P 500 companies have cut or suspended their payments while more than 40% have raised or started them. She also...
The 100th episode of the Investing on the go podcast is a fascinating chat with Ketan Patel, co-manager of EdenTree Amity UK, who discusses a range of responsible investing issues from fast fashion to healthcare and the problems bringing a vaccine to market quickly. Ketan also gives his view on the long term outlook for UK equities and tells us why...