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Connected Investor - The Brunner Investment Trust PLC Podcast  

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

Contact email: Get it

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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.

 

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