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.
Episodes
22 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
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...
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Season 1
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Episode 17
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14:54
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 investm...
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Season 1
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Episode 16
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14:19
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 fac...
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Season 1
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Episode 15
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11:42
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 fac...
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12:35
Tech’s Still Standing
Host Joe Lynam asks – are we entering a ‘tech winter’ given the vicious sell-off this year? Portfolio manager Christian Schneider gives the background to what we’ve seen afflict the highest growth stocks over the past year (a large numb...
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Season 1
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Episode 13
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10:54
A World Running to Stand Still
Inflation is rampant and central banks are reacting strongly with associated rate rises. At the same time some governments are looking at policies reflecting a very present need to try to buffer current hardships for people. Given Brunner’s foc...
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Season 1
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Episode 12
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11:23
Seeing stars (and stripes)?
The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus...
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Season 1
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Episode 11
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13:39
Finding the Energy
Energy – where it comes from, what we pay for it, how secure the supply is and the impact on the environment, are factors in sharp focus for consumers and investors alike. In their latest podcast recorded at the end of April, Matthew Tillett an...
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Season 1
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Episode 10
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16:59
A New Phase – How Will Markets React?
In their first catch up of 2022, Joe and Matthew look at the issues that markets have faced in the early part of 2022 and how some of those factors may play out over the coming months.Recorded and Produced by Lansons.
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Season 1
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Episode 9
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13:54
A World of Extremes?
Recorded in December, Joe Lynam and Matthew Tillett sum up 2021 from the perspective of global markets and look ahead for 2022. They look at some of the extremes of the markets and the economy. The size and dominance of some of the world-leadin...
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Season 1
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Episode 8
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22:25
A Crack in the China?
For their latest discussion, Matthew and Joe ponder the issue of tightening regulatory factors in China – what will that mean for China itself, the fortunes of companies and markets there and ultimately for the global economy and markets? Also ...
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Season 1
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Episode 7
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26:05
State of the Nation
In the latest episode, Matthew and Joe discuss; the health of the global economy and the spectre of inflation, a deeper dive into Environmental, Social and Governance (ESG) factors, and a look at the UK now Brexit is bedding down and the vaccin...
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Season 1
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Episode 6
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26:06
A Different Approach
In the latest episode, a three-part discussion covers; recent developments in volatile markets, how a different approach from policy makers around the world is providing ongoing monetary and fiscal stimulus plus a focus on the healthcare indust...
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Season 1
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Episode 5
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27:39
The Great Debate
The US election and a potential vaccine were dominating headlines as Matthew Tillett and Marcus Morris-Eyton sat down to record this podcast with co-host Joe Lynam. The team discusses these huge talking points before taking on a more perennial ...
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Season 1
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Episode 4
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27:22
ESG – “Because it matters”
Matthew Tillett and Jeremy Kent who, together with colleague Marcus Morris-Eyton, manage the portfolio of The Brunner Investment Trust, discuss the spectrum of ESG (Environmental, Social and Governance) approaches within investing with co-host ...
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Season 1
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Episode 3
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34:06
The Empowering Themes Driving Markets
This episode of ‘Connected Investor’ features an introduction from lead portfolio manager Matthew Tillett who, together with his colleagues Marcus Morris-Eyton and Jeremy Kent, took over the reins of The Brunner Investment Trust in May. M...
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Season 1
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Episode 2
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28:30
Global Equities, Understanding the Bigger Picture
Welcome to the inaugural episode of ‘Connected Investor’, the new podcast from The Brunner Investment Trust, providing insightful and relevant analysis in the world of global equity investing. Featuring our portfolio managers in discussio...
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Episode 1
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22:44