Connected Investor - The Brunner Investment Trust PLC Podcast

AllianzGI Investment Trusts
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Connected Investor - The Brunner Investment Trust PLC Podcast

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.

  1. 14 AUG

    Political power plays & market reactions

    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?

    15 min

  2. 18 JUN

    Realities of the energy transition

    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 opportunit...

    15 min

  3. 30 MAY

    Looking beyond the obvious…

    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.

    12 min

  4. 08/12/2023

    Delving into the details

    In this latest episode we look deeper into some of the things that portfolio companies actually do. In particular, host Joe Lynam and co-lead portfolio manager Julian Bishop examine some of the extreme technology needed to create the world’s most powerful semiconductor chips. The term ‘cutting-edge’ may often be overused, but in this case the sheer physics of what is being achieved by some of the leading companies is, quite simply, astounding.

    13 min

  5. 31/08/2023

    What just happened? – A look back at the year so far.

    In this latest podcast, we ask “what just happened” in the first half of 2023 and what did we learn as investors? Whilst there were quite benign returns in sterling terms, underneath the surface there was plenty of drama with a reversal of what happened in 2022 – tech roared back strongly from its lows and the 2022 winners like oil and gas resumed their longer-standing underperformance of recent years. After something of a frenzy in May and June, and associated predictions of the end of the w...

    15 min

  6. 14/06/2023

    The road to net zero

    In this latest podcast the team look at the factors to consider when investing around the theme of decarbonisation and how companies with strong decarbonisation credentials, able to drive the energy transition, are considered within the investment universe. What elements shape the pathway to net zero and what will be required to get there? With that view in mind, which companies could be well placed to capitalise and therefore provide good investment returns for investors? Electricity generat...

    14 min

  7. 03/04/2023

    Growing old gracefully?

    In this latest podcast Joe and Christian discuss the factors that led to us seeing almost double-digit inflation last year. Are those drivers now retreating and, if so, are they falling quick enough? The pair also focus in on the undeniable fact that across the globe people are living longer and, hopefully, healthier and wealthier lives. They discuss how that might affect the decision making for governments who see shortages in the workplace and not enough income tax coming in, but also how C...

    12 min

  8. 16/02/2023

    Will The Turbulence Continue?

    Host Joe Lynam sits down with portfolio manager Christian Schneider for the first time in 2023 and asks if the turbulence seen in 2022 could be repeated. Inflation appears to be retreating to some extent due to diminishing increases in base factors such as the price of oil, however Christian and the team also see that inflation may be more persistent, albeit at a lower level. The extent of any recession in 2023 will likely govern the direction of interest rates and that also comes under the m...

    13 min
See All (21)

About

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.

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