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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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Could today's AI investment boom be following a familiar pattern?
Episode 30
Friday, 28 August, 2026
In this episode of Connected Investor, Brunner Investment Trust Portfolio Managers Julian Bishop and James Ashworth look back at previous capital cycles to explore what the past could teach present investors about the extraordinary levels of investment flowing into AI infrastructure today.From the iron ore supercycle driven by China's rapid industrialisation to the US shale revolution, Julian and James examine how rising demand and high profitability can encourage significant investment in new capacity, and how increasing supply can ultimately put pressure on prices and returns.Turning to AI, they discuss whether computing capacity could display similar characteristics, why investors should pay as much attention to supply as demand, and whether today's rapid expansion in data-centre infrastructure risks creating oversupply in the future.Listen now for insights into capital cycles, the economics behind the AI infrastructure boom and why some of the oldest lessons in investing may still be relevant to one of today's newest technologies. Hosted on Acast. See acast.com/privacy for more information.
