Shows
FundCalibre - Investing on the go363. Is US exceptionalism over? Global markets rebalanceThe past quarter saw markets rattle and rebound in quick succession, sparked by dramatic tariff announcements and unexpected reactions from both equities and bonds. In our next quarterly instalment with Darius McDermott and Juliet Schooling Latter, we explore the causes and implications of this volatility, whether US exceptionalism is losing its shine, and how investors are reacting to shifting global dynamics. We also discuss renewed interest in European and Latin American markets, the resilience of global small-caps, and why diversification could be making a comeback.What’s covered in this episode: What triggered recent mar...2025-07-0325 minFundCalibre - Investing on the go353. Tech, tariffs and turmoil: what’s next for investors?In this quarterly market update, Darius McDermott and Juliet Schooling Latter analyse the latest investment trends shaping 2025. From the dominance of tech and US markets to the resurgence of China and the struggles of smaller companies, we cover the key themes impacting global investors. With valuations stretched in some regions and opportunities emerging in others, is it time to diversify? We debate the outlook for the Magnificent 7, the impact of Trump’s reelection, and whether UK and US smaller companies are poised for a turnaround.What’s covered in this episode: The winners of 2024Can U...2025-04-0326 min
FundCalibre - Investing on the go334. Fed cuts, China rebounds, UK equities: what’s next for investors?Darius McDermott and Juliet Schooling Latter join us once again for our quarterly market update. They cover the most recent developments in global markets, with a special focus on the Federal Reserve’s interest rate cuts and their influence on both the US and UK economies. We hear two differing opinions on China’s rebound and insights into what the future might hold for UK equities and global small-caps. The episode wraps up with a preview of potential risks heading into 2025, including the US election and geopolitical tensions.What’s covered in this episode: Interes...2024-10-0720 min
FundCalibre - Investing on the go320. Navigating 2024 and the UK small-cap surgeIn our latest market update, Darius McDermott and Juliet Schooling Latter start with a review of the notable boost in UK smaller companies, which have outperformed global equities. The conversation also covers the poor performance of fixed income sectors, Latin America's continued struggles and India's robust market driven by IPO booms. Global elections, geopolitical tensions and their impact on markets are examined, with a particular focus on the ongoing conflicts and their implications for investors. The update concludes with insights on the upcoming UK elections and a forward-looking outlook for the second half of 2024, emphasising the importance of interest...2024-06-2923 min
FundCalibre - Investing on the go308. Navigating market highs around the globe: insights from Q1 2024Darius 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 economic recovery in Europe, China's struggle to regain momentum post-Covid and speculation surrounding interest rate cuts by the Federal Reserve.What’s covered in this episode: All-time highs for the S&P 500Should investors continue to back technology?The US inverted yield curve (and what it means)What’s driving success in JapanWhat a weak yen means for r...2024-04-1818 min
FundCalibre - Investing on the go296. 2024 investment outlook: unpacking the past, predicting the futureDarius McDermott and Juliet Schooling Latter return for a comprehensive quarterly market update reflecting on key moments from the last year, particularly focusing on the dominant themes of inflation, interest rates, and technology. Darius and Juliet share insights on the unexpected resilience of markets amid interest rate hikes and discuss notable events from the collapse of SVB and Credit Suisse to the surge in the "Magnificent Seven” stocks.Looking forward to 2024, we examine potential investment opportunities and discuss whether the momentum in AI-related sectors, especially technology, will continue. They share their perspectives on global regions such as In...2024-01-1124 min
FundCalibre - Investing on the go284. Investment opportunities amid changing economic landscapesDarius 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 a number of very different economic scenarios. They also touch upon recent political developments, such as the UK's shift on net-zero goals, and how these changes might affect investors. We explore the performance of various investment sectors, such as Indian equities, commodities, and high-yield bonds, as well as the struggles faced by infrastructure, index-linked gilts, and European...2023-10-1918 min
FundCalibre - Investing on the go266. Should investors consider cash in today’s environment?Darius McDermott and Juliet Schooling Latter offer their opinions on the artificial intelligence craze - whether it’s here to stay and how companies can embrace AI going forward. On the subject of inflation, they acknowledge its persistence and the challenges it presents, and consider whether cash could be an attractive asset class today. Darius and Juliet also give their views on how investors should react to a change of management on a fund and why investors shouldn’t try to “time the market” but rather consider “buying the dips” for long term investments. What’s covered in this...2023-07-1319 minFundCalibre - Investing on the go254. The ‘Investing on the go’ podcast turns 4The Investing on go podcast was launched four years ago today and, in that time, we’re conducted over 250 interviews, had over 75,000 listens, not to mention a global pandemic, inflation, recession and a banking crisis. Needless to say, the last four years have been a bumpy road with the podcast coming along for the ride. Darius McDermott, Juliet Schooling Latter and Sam Slator mark the occasion by looking back over the last four years and looking ahead at what’s to come from markets. What’s covered in this episode: What’s the outlook for market...2023-05-0327 min
FundCalibre - Investing on the go248. Turbulent times: a banking bailout, a political football and a rate riseDarius McDermott and Juliet Schooling Latter offer their opinions on market volatility brought on by a potential banking crisis. They discuss the issues around the failures of both Silicon Valley Bank and Credit Suisse and how a lack of investor confidence could potentially see these issues spread further. Closer to home, we discuss the FTSE 100 and recent changes to the Lifetime Allowance for pensions following the Spring Budget. Both Darius and Juliet conclude by offering their views on technology, healthcare, commodities and India and tells us where they’re looking to invest their ISA allowance this year. ...2023-03-3023 min
FundCalibre - Investing on the go233. Where the investment opportunities lie for young and old in 2023Darius McDermott and Juliet Schooling Latter offer their opinions on how we got to where we are today and where we should be looking in 2023. The list of topics they cover is extensive including inflation, bonds, emerging markets (with India as the star of the show) and continuing volatility for the equity markets. They then look at the interesting question of where they would invest £10,000 today, and furthermore, the differing investment approaches needed whether investing for growth or income in 2023. What’s covered in this episode:-Key moments of 2022 and the impact on the...2023-01-0518 min
FundCalibre - Investing on the go215. Why the UK stock, bond and currency markets hated the mini-budgetDarius McDermott and Juliet Schooling Latter return to discuss the third quarter of 2022. After a week of turmoil in the UK markets, they explain what has been going on. They also discuss the US, high yield bonds, and why financial companies have done well recently. They also touch on the continued outperformance of Latin American equities; the possible issues coming out of Japan; and wrap up with the positive opportunities for investors amidst all the doom and gloom.What’s covered in this episode: What has been happening in the UK market in the pas...2022-10-0420 min
FundCalibre - Investing on the go200. The day when investors will once again clap, cheer and whoopJuliet Schooling Latter and Darius McDermott return to discuss the first six months of 2022 in this, our 200th episode. They explain what a bear market is and discuss how long this one could last. They also touch on the more recent performance of early 2022 leaders – commodities and Latin American equities – and why they have lost some of their shine, as well debating whether the Chinese stock market has already reached its lows. They also explain why inflation-linked bonds have performed so badly. What's covered in this episode: What is a bear market?How long could...2022-07-0519 min
FundCalibre - Investing on the go187. The war has put petrol on the inflation fire – it’s hard to see when it will come under controlDarius McDermott and Juliet Schooling Latter return to discuss what has been both a busy and challenging start to 2022 for investors. They talk about how Russia’s invasion of Ukraine - coupled with the sharp rise in inflation – has created a difficult financial market for investors to navigate. They also discuss the sectors which have flourished and struggled in these unique times. The pair also look at the challenges facing open-ended property funds and whether the sector has a long-term future. Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring i...2022-04-0716 min
FundCalibre - Investing on the go170. Is the recent tech sell-off just the beginning of a stock market correction?Darius McDermott and Juliet Schooling Latter return to discuss the major issues impacting markets in the final quarter of 2021 and the first few weeks of 2022. They talk about inflation, the recent sell-off in technology and growth stocks and discuss the role value funds have in a portfolio. Darius says that the US central bank has already made a policy error and Juliet reveals the areas she thinks are worth considering this ISA season.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not...2022-01-2715 min
FundCalibre - Investing on the go157. The best performing funds during the third quarter of 2021Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in the third quarter of 2021. They talk about top performing Indian equities, Japanese equities and financials companies. They also give their views on inflation and fuel shortages and tell us if investors should be worried about all the recent regulatory interventions in China. They finish with their outlook for the last few months of the year.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to b...2021-10-2116 min
FundCalibre - Investing on the go141. Brazil and European real estate dominate the second quarter of 2021Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in the second quarter of 2021. They talk about top performing Brazilian equities, European real estate funds and UK smaller companies. With inflation proving stickier than first anticipated, they give their views on how high prices could go, before discusses whether the big technology companies have become too expensive and why cheap UK companies are being snapped up by buyers.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not...2021-07-0815 min
FundCalibre - Investing on the go129. The investment trends dominating the first quarter of 2021In a slightly different format to usual, Juliet Schooling Latter and Darius McDermott discuss the major issues impacting markets in the first quarter of 2021. They explain the rising yield curve and why it matters for investors and outline why value has started to outperform growth. With social media groups influencing stock markets they also discuss how fund managers have dealt with the investment activism, before revealing the story behind the semiconductor shortage.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a re...2021-04-2817 min
FundCalibre - Investing on the go39. Our investment outlook for 20202019 turned out to be a good year for world stock markets. As we head into 2020 your hosts, Juliet Schooling Latter and Darius McDermott, take us on a whistle-stop tour of the globe, garnering opinion from Elite Rated fund managers as to the outlook for various markets and asset classes in the coming 12 months.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elit...2020-01-0214 min