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…
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Capital preservation can be just as important as income when investing in bonds. Our interview with Jerry Wharton, manager of IFSL Church House Investment Grade Fixed Interest , examines how a defensive investment-grade bond strategy seeks to preserve capital while providing dependable income for clients. The discussion covers the importance of credit quality, short duration and avoiding the…
European equities have long appealed to income investors, but the opportunity is becoming broader than dividends alone. Stuart Brown, co-manager of the BlackRock Continental European Income fund , joins us to discuss improving earnings and dividend growth across industrials, banks and utilities, alongside the structural themes supporting them, including electrification, energy security and…
Artificial intelligence has fuelled exceptional market performance, but it has also created opportunities in overlooked areas of the global equity market. In this episode, Sam Witherow, co-manager of the JPM Global Equity Income fund , discusses why high-quality companies have lagged despite strong fundamentals, how dividend investing can still capture technology-led growth and where the most…
Geopolitical tensions, inflation fears and shifting interest rate expectations have created a challenging backdrop for bond investors. Dickie Hodges, manager of the Nomura Global Dynamic Bond fund , discusses why these periods can also create attractive opportunities, how rising yields have transformed the outlook for fixed income, and why today’s market looks very different from a decade ago. The…
In this episode, we explore the structural changes reshaping global markets and why politics is only part of the story. The discussion examines how deglobalisation, higher interest rates and renewed focus on energy, defence and industrial policy are changing investment opportunities. Alec Cutler, manager of the Orbis Global Balanced and Global Cautious funds , looks beyond the headline AI winners…
This episode focuses on Japan’s changing market dynamics and why investor sentiment appears to be shifting after decades of stagnation. Richard Kaye, manager of the Comgest Growth Japan fund , discusses the return of domestic confidence, renewed consumer and corporate activity, and the growing role of institutional capital in supporting equities. We also explore Japan’s position within global…
In this special 400th episode, we take a broad look at global markets at the halfway point of the year. The discussion between Darius McDermott and Juliet Schooling Latter covers easing geopolitical tensions, inflation dynamics, and the continued influence of AI on equity returns. We explore the broadening of market performance beyond the US, with strength in Asia and emerging markets, alongside…
Infrastructure is no longer just about dependable income and downside protection. Peter Meany, manager of the First Sentier Global Listed Infrastructure fund , explains how the asset class is benefiting from powerful structural growth drivers, including AI-driven electricity demand, digital infrastructure expansion and the reshoring of manufacturing in the US. He also discusses why regulated…
This episode explores the current state of Chinese equity markets, focusing on shifting sentiment, policy developments, and the widening divergence between sectors. Dale Nicholls, manager of the Fidelity China Special Situations Trust , highlights how domestic regulation, energy price pressures, and global AI investment trends are reshaping opportunities for investors. We also cover tariffs,…
Innovation is often associated with headline-grabbing tech giants, but this episode reveals a far broader opportunity set across global markets. Graeme Bencke and Mikhail Zverev, co-managers of the WS Amati Global Innovation fund , introduce the fund’s disciplined framework that categorises companies as pioneers, enablers and adopters of technological change, and explain how each play a distinct…