All Episodes
FundCalibre - Investing on the go — 395 episodes
394. From uranium to frontier matters: finding value where others aren’t looking
393. From deflation to innovation and the new drivers of Japan
392. Value investing in a volatile world
391. Uncovering Asia’s growth engine
390. Europe rising: what’s driving returns
389. Oil, inflation and uncertainty
388. Income investing isn’t dead, it’s evolving
387. Can Asia and emerging markets keep winning?
386. 5% income without sacrificing growth
385. Is Asia being mispriced by global investors?
384. European investing with a risk-aware edge
383. What’s going on with gold and silver?
382. Why frontier markets are less risky than you think
381. Why the next growth wave might come from Asia
380. Can income investing still beat inflation?
379. Is this another tech bubble? Or the next growth wave?
378. The case for diversification in a world that won’t sit still
377. Yield, stability and growth: rethinking infrastructure
376. Is this the start of a new small-cap cycle?
375. From Budget noise to market opportunity
374. Emerging markets: riding the next dollar cycle
373. Japan’s new era of innovation
372. Are credit spreads really expensive?
371. Finding real value in tech investing
370. It’s not as bad as you think: a case for UK optimism
369. How real assets can outperform in uncertain times
368. Navigating markets in an uncertain year
367. Patience, discipline and the hunt for undervalued growth
366. Diamonds in the dust: finding value where others don’t
365. Rethinking income: dividend growth and share buybacks
364. Building a high-yield global portfolio
363. Is US exceptionalism over? Global markets rebalance
362. The sector built for volatility
361. Has the UK small-cap winter finally thawed?
360. The hidden strength of Asian markets
359. The case for gold in a post-dollar world
358. How flexibility wins in uncertain markets
357. Why this global manager is underweight the US
356. India’s economic evolution: from food chains to pharma plays
355. Why mining still matters in an increasingly volatile world
354. What makes a great income investment?
353. Tech, tariffs and turmoil: what’s next for investors?
352. Are we on the brink of a UK consumer boom?
351. Where essential services meet investment income
350. Quant meets instinct: inside the Nutshell Growth fund
349. Where to find opportunities as markets broaden in 2025
348. Unlocking the power of infrastructure
347. Sustainability is a journey, not a clear destination
346. Navigating rate cuts and inflation: tactical strategies for a volatile market
345. Decarbonisation, investment trends & the next big shifts
344. UK Mid-Cap Opportunities: Books, games and big returns
343. The longevity factor: how aging is transforming financial planning
342. Why small-caps deserve your attention next year
341. Why high yield isn’t as risky as you think
340. Risk, resilience and rewards with Scottish Mortgage
339. What investors needs to know about a Trump victory
338. Why investors should be excited about India’s ‘Boringly Steady’ economy
337. Meet the fund designed for retirement
336. Stock picking in a higher-rate world
335. Finding value (and dividends) in uncertain times
334. Fed cuts, China rebounds, UK equities: what’s next for investors?
333. Why US mid-caps are poised for a turnaround
332. Investing in change: balancing profit with purpose
331. Why the “stars are aligned” for emerging market debt
330. The art of long-term investing
329. Contrarian investing in Asia: hidden opportunities in China and Korea
328. Investment goldmine: capitalising on the demand for essential metals
327. Japan’s hidden investment gems: opportunities beyond the yen
326. High yield bonds: risks and rewards in today’s market
325. Why the traditional 60/40 portfolio is the lazy approach
324. Diversification potential from robotics to digital payments
323. Navigating inflation and interest rates
322. How to maximise returns with high yield investing
321. The hidden opportunities in today’s metal market
320. Navigating 2024 and the UK small-cap surge
319. Megatrends, AI supercycle and the future of investing
318. Uncovering the secrets to consistent market outperformance
317. 20 years of innovation: from healthcare to semiconductors
316. Why quality brands are worth the wait
315. From murky markets to the stock apocalypse
314. Connecting the world: digital infrastructure's role in the AI era
313. Investing in India's future: manufacturing, digitalisation, and market valuations
312. Waiting for the penny to drop on UK smaller companies
311. The AI frontier and today’s investment opportunities
310. Investment strategies for uncertain times
309. The three keys to investing success
308. Navigating market highs around the globe: insights from Q1 2024
307. The complexity of gold and its all-time high price
306. The secrets to long term outperformance in US equities
305. Why Britain is back in business
304. Navigating growth in America and the impact of AI
303. Energising portfolios: investing in clean energy income strategies
302. The “once in a generation opportunity” in the UK market
301. The opportunities and challenges of AI
300. Unique opportunities await in UK equities
299. Expert insights into the FTSE 250
298. Why Japan is due for a review of investor perception
297. From Goldilocks to recession: the polarising outlook for 2024
296. 2024 investment outlook: unpacking the past, predicting the future
295. Recession, rates and rebalancing – predicting the fixed income landscape in 2024
294. Why the big tech names can continue to outperform in 2024
293. Navigating complexity: ESG and Human Rights
292. Trends, risks and opportunities in global bonds
291. Why investors should keep a keen eye on UK equities in 2024
290. Defensive plays: how to thrive in a market full of surprises
289. “It’s not the cycle you’re in that matters, it’s the starting point"
288. Virus resistant pigs, Amazon TV deals and why the UK is so compelling
287. The ‘Cashflow Champions’ of Europe
286. Will 2024 be the year of the polarised recession?
285. Demographics, automation, and AI: Japan's complex landscape
284. Investment opportunities amid changing economic landscapes
283. Rolling with the punches in the face of uncertain inflation
282. How value investing and sustainability can be good bedfellows
281. Navigating changing demographics through impact investing
280. Seven fund managers, just ten minutes, what would you ask them?
279. Why “sin stocks” aren’t inherently bad
278. Competitive advantage and the power of a strong brand
277. Investing through the recession that hasn’t come… yet
276. Japan’s resilience and debunking deglobalisation
275. Why the UK market is at an attractive entry point
274. Investing for tomorrow: sustainability, healthcare, and emerging trends
273. The strong growth potential for UK equities
272. The economic tightrope: recession risks and interest rate dangers
271. Why saving money is a greater driver than cutting back on CO2 emissions
270. Why high yield bonds are not the dangerous game they once were
269. Why inflation is a welcome return to Japan
268. Why gold is the original cryptocurrency
267. The long (and short) of investing in Europe
266. Should investors consider cash in today’s environment?
265. An introduction to REITs: challenges and opportunities
264. Is it time to be optimistic about the UK economy?
263. Why investment meetings are an art, not a science
262. How to profit from innovative companies
261. Navigating opportunities and risks in an inflationary environment
260. Unlocking the income potential of UK smaller companies
259. We may be past peak inflation, but the path downwards will be a tricky one
258. How to deliver consistent income in difficult markets
257. Generating an income by investing in Asia
256. Only a 30% chance of a European recession…
255. Why bonds could be a better investment in 2023
254. The ‘Investing on the go’ podcast turns 4
253. The investments lowering your carbon footprint
252. Why emotion is the big enemy of investors
251. Australia has outperformed China… surprised?
250. Why the FTSE 250 is great for active investors and long-term growth
249. A rallying cry for UK equities
248. Turbulent times: a banking bailout, a political football and a rate rise
247. The trends changing the world...and how to invest in them
246. “Everyone has a plan until they get punched in the mouth”
245. Forget emerging markets – invest in a Barclays Bank bond
244. After years of playing second fiddle to men, women are poised to take centre stage.
243. Biotechnology: the innovation engine of big pharma
242. Wherever risk is mischaracterised, may well lead to an opportunity
241. Is the outlook for global emerging markets improving?
240. Why we're still investing in Tesla and Netflix
239. Why banks are the most exciting investment in the UK today
238. Will UK smaller companies bounce back in 2023?
237. Hunting for profits in UK Equity Income
236. Why more investors should consider Asia for income
235. Why investors need to rethink the way they build a portfolio
234. How the energy crisis has accelerated our need for new infrastructure
233. Where the investment opportunities lie for young and old in 2023
232. A brighter future for smaller companies in 2023
231. How Japan’s car manufacturers got it all wrong
230. Profits today rather than speculative growth tomorrow
229. Now there IS an alternative to equities
228. There's always rain in the desert for stock-pickers
227. How hydro-electric power could help avoid blackouts in the future
226. Elon Musk and the potential demise of Twitter
225. Latin America: what the elections mean for investors
224. Why Alnylam, Oxford Nanopore and Ocado offer compelling, long-term opportunities
223. Growth is like "... sirens pulling you onto the rocks."
222. A deep dive into the US economy and why Netflix is now a bargain buy
221. Balance is best, but in an inflationary environment, equities are key
220. Why a focus on capital gains can miss out on opportunities in income
219. Currencies, corrections … and inflation!
218. There is hope yet for UK equities!
217. Making money from an economy in structural decline
216. Investing in innovations that allow us to meet unmet medical needs
215. Why the UK stock, bond and currency markets hated the mini-budget
214. Why infrastructure is crucial in the transition to net zero
213. Where you can find the best dividends around the globe
212. Ditching the bullies and investing in best of class mid-caps
211. Why the structural growth story in Asia is alive and well
210. Using dividends in the fight against inflation
209. Inflation protection, M&A activity and using disruption to invest in the future
208. Recession, adding risk and the dangers of overreacting to 24-hour rolling news
207. Why now is the time to be selective and different in the high yield bond space
206. Now is not the time to be going off on exciting adventures
205. The price of a Big Mac in Tokyo… and why it matters for investors
204. Why India is the world’s most exciting growth story for the next decade
203. Why the stocks everyone falls in love with can end up being the riskiest of all
202. War, inflation and the threat of recession – why history tells us to be contrarian in difficult markets
201. Why you can sleep more easily with private equity investments
200. The day when investors will once again clap, cheer and whoop
199. How to benefit from irrational investor behaviour
198. Why even inflation-linked bonds are letting you down
197. Why interest rates are likely to go higher in the UK
196. Consumer demand robust despite rising prices
195. Why the UK government will find it difficult to resist calls for a windfall tax
194. What do Birkenstock, eBay, recycling and litigation all have in common?
193. Investing for income in Asia
192. Why energy prices could remain high
191. Investing in fast-food and defence via UK smaller companies
190. Value tilts, inflation proofing and the private equity opportunity
189. The long and short of making money for investors
188. Building materials, healthcare, renewables and luxury goods – Europe is actually quite good at a lot of things
187. The war has put petrol on the inflation fire – it’s hard to see when it will come under control
186. World Sustainable Energy Days: Renewable energy sources are just part of the net zero journey
185. Inflation proofing, the future of office space and the green building super cycle
184. It’s about being roughly right rather than precisely wrong
183. The pandemic has highlighted the importance of digital infrastructure to society
182. Flushing toilets and radio frequency technology: innovation at its best
181. Investing in bespoke healthcare, cybersecurity and robotics
180. Our companies are not the most exciting – but they excite us
179. Why COVID has been a genuine catalyst for positive change in the healthcare industry
178. Increasing diversity and how it can change company culture
177. Why are there more ‘Dave’ than women fund managers?
176. Why the shine has come off Amazon, PayPal and Meta
175. The dominance of growth companies is coming to an end
174. Artificial intelligence: how it is changing the world and our investment options
173. Why it takes 18 months for interest rate rises to have an impact
172: Making the most of a multi-decade period of strong commodity demand
Trailer: Introducing the Investing on the go podcast
171. What are cryptocurrencies and should I invest?
170. Is the recent tech sell-off just the beginning of a stock market correction?
169. Investing in public and private equity
168. Investing in global champions and future winners
167. Backing the world’s most famous investor
166. Investing in a new wave of technology adoption
165. From cash to corpses – taking advantage of Japan’s risk averse nature
164. How changing our diets can help win the battle with biodiversity loss
163. Investing in a market that gives you grey hair
162. I lay awake at night wondering what airport travel looks like in the future
161. Outperforming against the odds
160. Why India has a larger pool of quality companies than other emerging markets
159. The potential of Pinterest
158. The opportunities for the next 20 years will be more impactful to humanity
157. The best performing funds during the third quarter of 2021
156. We never thought China's ambition was to be like America tomorrow
155. Helping fund managers make better investments
154. Investing for a cleaner, healthier and safer world
153. When is the best time to invest in China?
152. What investors are missing with BP and Shell
151. Strength in simplicity and making money in emerging market bonds
150. The firms paying off their pandemic debt
149. Finding multi-baggers in emerging markets
148. How a bout of gout led to an investment in Beyond Meat
147. Investing in “compelling” UK, welcome rate rises and steering clear of Bitcoin
146. Why a small population can help a company grow
145. Investing in robotic arms and Nike destination stores
144. Why confusion over conviction will lead to bouts of volatility
143. How mother nature helps and hinders insurance
142. How women could change the fortunes of the Japanese economy
141. Brazil and European real estate dominate the second quarter of 2021
140. Why small-caps are the place to be in this part of the economic cycle
139. Europe: Inflation, M&A and the return of the tourist
138. Why a card is a trojan horse for the untapped online gifting market
137. Obsessing about growth stocks and reappraising inequalities in society
136. Taxing the cryptocurrency traders
135. Why volatility can be your friend when it comes to A-shares
134. Diversity, inclusion and how to manage fund managers
133. Investing in global brands and regional champions
132. The psychology of Robinhood traders and why Baby Boomers fear inflation
131. Living through the great tug of war between value and growth
130. Making the most of investment opportunities in Asia
129. The investment trends dominating the first quarter of 2021
128. Why infrastructure investing is poised for great things
127. Exciting investment trends in Japan and the art of Nemawashi
126. Rising inflation: We’re on the brink of something different for the first time in decades
125. Making money from snacks, lifts and Vietnamese dairy companies
124. Using former investigative journalists to research investments
123. Why boring investments can be the most rewarding
122. What hotel choices can tell you about company CEOs
121. Why revenue reserves are so useful for income investors
120. Why inflation could be stronger than people expect
119. Why the average Indian consumes 3.5 times as much data as the average Brit
118. Could the US now take a leading role on the global environmental stage?
117. Investing in airports, mobile towers and renewables
116. China: the opportunities and concerns for investors in 2021
115. UK small caps: making money from toilet rolls, spectacles and Hollywood films
114. A masterclass in interest rates, inflation and fixed income
113. Reflecting on 2020 and the madness of markets
112. Where would you rather invest in 2021?
111. Investing in healthcare during a global pandemic
110. Investing in big tech and the golf gadget you might like for Christmas
109. UK smaller companies: reaching beyond the white cliffs of dover
108. How to make money when everyone else is losing it
107. Can smaller companies outperform in 2021?
106. Making cheeky bids for good companies at rock-bottom prices
105. L’Oréal, Campari and Schindler lifts: quality companies in Europe
104. Could we have a vaccine before Christmas?
103. The US election: an early take for investors as votes are still counted
102. Americans: repairing, remodelling and ready to vote
101. US company dividends: more increases than cuts
100. The race for a vaccine and avoiding fast fashion
99. Just 10 years left to achieve the UN’s Sustainable Development Goals
98. Water scarcity, labour issues and human rights
97. Why we could be through the worst of the UK dividend cuts
96. Why social issues have been wrongly ignored by investors
95. If you had the chance to interview a fund manager, what would you ask?
94. Why Brexit planning has helped UK firms deal with lockdown
93. Dividend growth: why it could be the fastest for a decade
92. Why I won’t touch the likes of Zoom or Uber
91. Why emerging market dividends are holding up better than in the UK
90. A baptism of fire and the lure of addictive hobbies
89. Ditching travel firms and buying ‘boring’ utilities
88. Can the price of gold rise as high as $3,000?
87. The UK housing market: pent-up demand and the stamp duty holiday
86. How the spirit of the Industrial Revolution is alive and well in UK smaller companies
85. Investing through a Mexican wave of global shutdowns
84. How to profit when Americans hoard
83. Asian dividends and the battle for 5G
82. Why infrastructure is a bright spot for income and green energy
81. Finding income in emerging markets
80. Mixing stock markets with human emotion
79. Why the FTSE 250 is more international than you may think
78. Why expectations are too high and the pandemic remains a risk
77. Investing in Purplebricks and gold miners
76. Why Russia and Egypt are better bets than the UK
75. Finding ‘safe yields’ and why haircuts and holidays might get more expensive
74. Replenishing lost dividend income via car parks, bonds and infrastructure
73. Have we seen the last skyscraper? Plus other post-pandemic property changes
72. How a relentless pursuit of the basics can give you an investment edge
71. From Latin American to the Middle East and Asia: which emerging market is best?
70. The best buying opportunity for 30 years
69. Why Heathrow is a better investment than Gatwick
68. The Control-Alt-Delete recession
67. Why Europe’s attitude towards China is more important than the US
66. Kentucky. There’s more to it than just fried chicken
65. Learning a musical instrument and other lockdown behaviours benefiting UK small-caps
64. US mid-caps: planting the investment seeds for the large-caps of tomorrow
63. Bringing investment opportunities to life
62. Buying great companies at very cheap prices
61. When things stop getting worse, pleasant surprises and stock market epicentres
60. Artificial Intelligence: making shopping, viewing and medication more personal
59. Dealing with dividend cuts and the tumbling price of oil
58. Why the US stock market may have already bottomed
57. Moving on and finding companies that can flourish, no matter what
56. Treating customers, employees and the community fairly
55. Why bank bonds could the bargain of the century
54. India: the fast-growing economy with plenty of potential
53. The healthcare sector: a global, co-ordinated response to COVID-19
52. How safe are dividends during the global healthcare crisis?
51. 7% dividends on the UK stock market: are they sustainable?
50. The danger of complacency and disturbing the status quo
49. Investing in forklift trucks and lawnmowers...
48. Helping Alexa, Google and Siri to be smarter
47. ‘Cool’ brands and Japan’s Silicon Valley
46. Ethics, renewables and human geography
45. Japan: robots, politics and internet investing
44. Flying, casinos and tech stocks paying dividends
43. Royals, cheese and home improvements
42. When bad management ruins good companies
41. When three is the magic number
40. Investing in companies no one else wants to buy
39. Our investment outlook for 2020
38. From Xbox to plastics, data privacy to executive pay
37. The 12 year-old asking for an investment
36. What do politics, magnetic levitation and lights have in common?
35. Investors reaching ‘peak’ uncertainty
34. Gold, elections and not betraying confidences...
33. Emerging markets, weather forecasts and getting defensive
32. 53 years of dividend increases
31. Five investment megatrends
30. Meat-free investing
29. Gold and Silver: where to find it and how to invest
28. Finding dividends and Amazon warriors in Asia
27. Climate change, coral reefs and flexitarianism
26. Sustainability – fad, fashion, or the future of investment?
25. Water: the bets are off in a dry Las Vegas
24. Asia ex Japan? It’ll be Asia ex China one day…
23. Mixing old with new in the Greater China region
22. Going where other bond managers fear to tread
21. The luxury of Louis Vuitton to the discomfort of Ryanair
20. Every little helps: a strategic investment in Tesco
19. Why tractors and M&S could do well but bonds could disappoint
18. Champagne, makeup and insuring against stock market falls
17. From Silicon Valley to silicon roundabouts: investing in UK tech
16. Cinemas, self-storage and investing north of the border
15. Lager, salmon and chocolate: three reasons to like Europe
14. Autonomous aircrafts: efficient and effective blood donation
13. Latin America: from the Mexican wall to Brazilian pensions
12. World Cup football, dividends and renewables
11. An investment that keeps your shirt clean and beaches plastic-free
10. How to invest in music royalties and super jumbos
9. Buy-to-let – without the mortgage or the hassle
8. Jumping on Eurostar to unearth investment gems
7. British summers and electric vehicles: there's more to infrastructure than meets the eye
6. Innovation, technology and Medicare for all
5. Don't let chaotic politics put you off investing in the UK
4. Investing in Britain's most interesting entrepreneurs
3. Why a bond manager doesn't have to like bonds
2. From rice crackers to robots we look at Japanese trends
1. From Dragons' Den to Tinder we talk investing with James Thomson