Connected Investor - The Brunner Investment Trust PLC Podcast

Author: 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.
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Language: en

Genres: Business, Investing, Technology

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The world still runs on oil: investing between ambition and reality
Episode 27
Friday, 5 June, 2026

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.