Couverture de Connected Investor - The Brunner Investment Trust PLC Podcast

Connected Investor - The Brunner Investment Trust PLC Podcast

Connected Investor - The Brunner Investment Trust PLC Podcast

De : AllianzGI Investment Trusts
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 Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected.

Hosted on Acast. See acast.com/privacy for more information.

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    Épisodes
    • Picks, Shovels, and Street Sweepers: Investing in the AI Boom and Beyond

      Picks, Shovels, and Street Sweepers: Investing in the AI Boom and Beyond
      Dec 5 2025

      The world is captivated by the artificial intelligence boom, with hundreds of billions being poured into infrastructure. But is it a sustainable revolution or a speculative bubble? In this episode, Brunner’s Julian Bishop and James Ashworth provide a sober analysis based on their research trips to the tech hub of San Francisco and the industrial centre of Tokyo.

      They draw parallels to past technological booms, questioning whether today’s massive capital expenditure can generate a sufficient return. Discover their balanced strategy: investing in the essential ‘picks and shovels’ of the AI gold rush while also finding value in resilient, tangible businesses far from the hype. This episode offers an insight into navigating one of the most important – and hyped – investment themes of our time, exploring how to uncover opportunities, while remaining alert to the risks that could be present.

      Hosted on Acast. See acast.com/privacy for more information.
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      35 min
    • Global Trade, Local Groceries: Brunner’s Investment Lens

      Global Trade, Local Groceries: Brunner’s Investment Lens
      Aug 26 2025
      In this episode, Brunner Investment Trust’s Julian Bishop and James Ashworth unpack the economic and political forces shaping global markets – from US tariffs and trade tensions to the rationale behind one of their 2025 portfolio additions, Tesco. Tune in for a discussion on protectionism, inflation, and why cash flow still reigns supreme.

      Hosted on Acast. See acast.com/privacy for more information.
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      26 min
    • Optimism gives way to uncertainty

      Optimism gives way to uncertainty
      Apr 16 2025
      US company executives can tend to be ‘hardwired’ for optimism but, after the Trump rally at the end of 2024, euphoria has given way to an environment of disruption and uncertainty. Portfolio managers Julian Bishop and James Ashworth discuss how this is impacting global equity markets thus far this year, how it differs substantially from 2024 and what that might mean for the rest of the year.

      Hosted on Acast. See acast.com/privacy for more information.
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      20 min
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