Couverture de Global Trade, Local Groceries: Brunner’s Investment Lens

Global Trade, Local Groceries: Brunner’s Investment Lens

Global Trade, Local Groceries: Brunner’s Investment Lens

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 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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