Connected Investor - The Brunner Investment Trust PLC Podcast

By: AllianzGI Investment Trusts
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  • Summary

  • 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.
    © 2025 Connected Investor - The Brunner Investment Trust PLC Podcast
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Economics Personal Finance
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Episodes
  • 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?
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    16 mins
  • 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 mins
  • 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 mins

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