{"podcast":{"title":"FundCalibre - Investing on the go","slug":"fundcalibre-investing-on-the-go-709585","podcast_index_feed_id":709585,"rss_url":"https://rss.buzzsprout.com/1890790.rss","website_url":"http://www.fundcalibre.com","image_url":"https://storage.buzzsprout.com/lk1zk6bail3j2s2t4pp6z7794rdp?.jpg","author":"FundCalibre","episode_count":404,"summary":"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 artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre","last_synced_at":"2026-07-16T10:17:49.268361+00:00","page_url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585"},"episode":{"title":"390. Europe rising: what’s driving returns","slug":"390-europe-rising-what-s-driving-returns","published_at":"2026-03-26T00:00:00+00:00","page_url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/390-europe-rising-what-s-driving-returns","show_page_url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585","url":"https://www.buzzsprout.com/1890790/episodes/18898929-390-europe-rising-what-s-driving-returns.mp3","audio_url":"https://www.buzzsprout.com/1890790/episodes/18898929-390-europe-rising-what-s-driving-returns.mp3","summary":"Take a deep dive into European equity investing, focusing on how a disciplined blend of quality, valuation and momentum can drive consistent long-term returns. Alexander Fitzalan Howard, manager of JPMorgan European Growth and Income Trust, explores how earnings revisions act as a key signal for stock performance, alongside insights into sector opportunities such as banks, infrastructure and smaller companies. We also examine the impact of macro developments, including increased European fisc...","meta_description":"Take a deep dive into European equity investing, focusing on how a disciplined blend of quality, valuation and momentum can drive consistent long-term ret…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1540,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/390-europe-rising-what-s-driving-returns/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/390-europe-rising-what-s-driving-returns.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}