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. Hosted on Acast. See acast.com/privacy for more information.

Connected Investor - The Brunner Investment Trust PLC Podcast is a business podcast hosted by AllianzGI Investment Trusts, with 24 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

AllianzGI Investment Trusts hosts Connected Investor - The Brunner Investment Trust PLC Podcast, a business show with 24 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #29

  What can the best investment books teach us about today's markets?

  Aug 7, 202629 minS1

  In this special ‘Brunner Book Club’ episode of Connected Investor , portfolio managers James Ashworth and Julian Bishop step away from company results and market updates to discuss the books that have shaped their thinking. From financial bubbles and the Great Depression to investor psychology, neuroscience and the power of compounding, they explore how history, human behaviour and timeless investing principles continue to influence markets today and why reading beyond finance can make you a better investor. Hosted on Acast. See acast.com/privacy for more information.

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  Episode #28

  Is following the crowd the biggest investment risk?

  Jul 22, 202616 minS1

  In investing, risk is often measured against a benchmark or by day-to-day market volatility. But is that really what matters most?  In this episode of Connected Investor , Brunner Investment Trust's Julian Bishop and James Ashworth challenge conventional thinking about risk, arguing that the greatest danger isn't underperforming an index… it's the permanent loss of capital.  They explore the difference between relative and absolute risk, why increasingly concentrated markets can leave investors more exposed than they realise, and how independent thinking, diversification and focusing on different businesses can help build more resilient portfolios. Along the way, they discuss AI-driven market concentration, lessons from the dot-com boom, and why resisting the herd can be one of the hardest and most valuable decisions an investor can make.  Whether you're a seasoned investor or looking to better understand today's markets, this episode offers a fresh perspective on what risk really means in long-term investing.   Hosted on Acast. See acast.com/privacy for more information.

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  Episode #27

  The world still runs on oil: investing between ambition and reality

  Jun 5, 202618 minS1

  The energy transition is one of the defining themes of modern markets. But what happens when ambition runs ahead of reality? In this episode of Connected Investor from the Brunner Investment Trust, Julian Bishop and James Ashworth explore the tension between the push towards cleaner energy and the continued global reliance on oil and gas. They discuss why fossil fuel demand continues to rise despite significant investment in renewables, and why much of the global economy, from transport to manufacturing, remains difficult to decarbonise. The conversation also looks at the inelastic nature of energy demand, and how even sharp price increases often fail to curb consumption. Julian and James examine the role of geopolitics in energy markets, from supply concentration to energy security, and explain why energy has always been as much a political issue as an economic one. Hosted on Acast. See acast.com/privacy for more information.

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  Episode #26

  Picks, Shovels, and Street Sweepers: Investing in the AI Boom and Beyond

  Dec 5, 202535 minS1

  The world is captivated by the artificial intelligence boom, with hundreds of billions being poured into infrastructure. But is it a sustainable revolution or a speculative bubble? In this episode, Brunner’s Julian Bishop and James Ashworth provide a sober analysis based on their research trips to the tech hub of San Francisco and the industrial centre of Tokyo. They draw parallels to past technological booms, questioning whether today’s massive capital expenditure can generate a sufficient return. Discover their balanced strategy: investing in the essential ‘picks and shovels’ of the AI gold rush while also finding value in resilient, tangible businesses far from the hype. This episode offers an insight into navigating one of the most important – and hyped – investment themes of our time, exploring how to uncover opportunities, while remaining alert to the risks that could be present. Hosted on Acast. See acast.com/privacy for more information.

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  Episode #25

  Global Trade, Local Groceries: Brunner’s Investment Lens

  Aug 26, 202526 minS1

  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. Hosted on Acast. See acast.com/privacy for more information.

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