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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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Is following the crowd the biggest investment risk?
Episode 28
Wednesday, 22 July, 2026
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.
