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.

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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.

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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.

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    20 min
  • Can the US market continue to trump the rest of the world?

    Can the US market continue to trump the rest of the world?
    Jan 31 2025
    The US has shown unprecedented dominance in stock market terms for many years, and 2024 was no exception. In this latest podcast episode we look at the factors behind this, the composition of returns from various markets for UK investors, and whether the team believes this dominance can continue into 2025. Also, at the genesis of Trump 2.0, how could tariffs – or the threat of them at least – impact investors?

    Hosted on Acast. See acast.com/privacy for more information.
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    16 min
  • Anatomy of a great company

    Anatomy of a great company
    Dec 9 2024
    As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go about assessing companies.

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    17 min
  • Political power plays & market reactions

    Political power plays & market reactions
    Aug 14 2024
    In the 21st episode of Connected Investor, Joe Lynam and Julian Bishop navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market?

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    15 min
  • Realities of the energy transition

    Realities of the energy transition
    Jun 18 2024
    A multi-decade re-engineering of the entire global economy” – Julian Bishop, co-lead portfolio manager of Brunner debates the realities of the energy transition with host Joe Lynam. He argues that the production of nearly everything in the world relies on fossil fuels to some degree, something that will inevitably take time to change. The duo also examine the tie in with global population size and growth, look at whether energy in general and renewable energy in particular contains opportunities for investors, and draw their conclusions on the ultimate realities of the energy transition

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    15 min
  • Looking beyond the obvious…

    Looking beyond the obvious…
    May 30 2024
    The ‘Magnificent 7’ have been much heralded as the drivers of stockmarket performance over the past year or so, but are they all performing strongly, and what might be some other ways of accessing technology sub-sector growth? Joe and Julian also discuss a couple of more traditional companies added to the portfolio earlier this year.

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    12 min