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Connected Investor - The Brunner Investment Trust PLC PodcastAuthor: AllianzGI Investment Trusts
Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, its 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. Language: en Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Global Trade, Local Groceries: Brunner’s Investment Lens
Episode 25
Tuesday, 26 August, 2025
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.
