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.
Podcasting since 2020 • 22 episodes
Connected Investor - The Brunner Investment Trust PLC Podcast
Latest Episodes
Anatomy of a great company
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 ...
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Season 1
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Episode 22
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17:16
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 pres...
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Season 1
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Episode 21
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15:11
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 worl...
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Season 1
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Episode 20
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14:30
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 al...
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Season 1
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Episode 19
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12:22
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 mo...
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Season 1
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Episode 18
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12:34