Connected Investor - The Brunner Investment Trust PLC Podcast
19 episodes - English - Latest episode: 4 months ago -Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s 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.
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Episodes
Delving into the details
December 08, 2023 18:00 - 12 minutes - 8.72 MBIn this latest episode we look deeper into some of the things that portfolio companies actually do. In particular, host Joe Lynam and co-lead portfolio manager Julian Bishop examine some of the extreme technology needed to create the world’s most powerful semiconductor chips. The term ‘cutting-edge’ may often be overused, but in this case the sheer physics of what is being achieved by some of the leading companies is, quite simply, astounding.
What just happened? – A look back at the year so far.
August 31, 2023 12:00 - 14 minutes - 10.3 MBIn this latest podcast, we ask “what just happened” in the first half of 2023 and what did we learn as investors? Whilst there were quite benign returns in sterling terms, underneath the surface there was plenty of drama with a reversal of what happened in 2022 – tech roared back strongly from its lows and the 2022 winners like oil and gas resumed their longer-standing underperformance of recent years. After something of a frenzy in May and June, and associated predictions of the end of the ...
The road to net zero
June 14, 2023 13:00 - 14 minutes - 9.93 MBIn this latest podcast the team look at the factors to consider when investing around the theme of decarbonisation and how companies with strong decarbonisation credentials, able to drive the energy transition, are considered within the investment universe. What elements shape the pathway to net zero and what will be required to get there? With that view in mind, which companies could be well placed to capitalise and therefore provide good investment returns for investors? Electricity genera...
Growing old gracefully?
April 03, 2023 14:00 - 11 minutes - 8.12 MBIn this latest podcast Joe and Christian discuss the factors that led to us seeing almost double-digit inflation last year. Are those drivers now retreating and, if so, are they falling quick enough? The pair also focus in on the undeniable fact that across the globe people are living longer and, hopefully, healthier and wealthier lives. They discuss how that might affect the decision making for governments who see shortages in the workplace and not enough income tax coming in, but also how ...
Will The Turbulence Continue?
February 16, 2023 07:00 - 12 minutes - 8.74 MBHost Joe Lynam sits down with portfolio manager Christian Schneider for the first time in 2023 and asks if the turbulence seen in 2022 could be repeated. Inflation appears to be retreating to some extent due to diminishing increases in base factors such as the price of oil, however Christian and the team also see that inflation may be more persistent, albeit at a lower level. The extent of any recession in 2023 will likely govern the direction of interest rates and that also comes under the ...
Tech’s Still Standing
January 03, 2023 11:00 - 10 minutes - 7.56 MBHost Joe Lynam asks – are we entering a ‘tech winter’ given the vicious sell-off this year? Portfolio manager Christian Schneider gives the background to what we’ve seen afflict the highest growth stocks over the past year (a large number of which reside in the tech sector) and what the outlook may be for the sector, but in particular how differentiation is needed between different types of technology stocks as the sector covers a very large spread of firms and sub-sectors. Recorded and P...
A World Running to Stand Still
November 10, 2022 18:00 - 11 minutes - 7.9 MBInflation is rampant and central banks are reacting strongly with associated rate rises. At the same time some governments are looking at policies reflecting a very present need to try to buffer current hardships for people. Given Brunner’s focus on growth stocks that have been hit particularly hard by this high inflation and rising interest rate backdrop, will this affect the investment philosophy at all? Recorded and Produced by Lansons.
Seeing stars (and stripes)?
June 20, 2022 10:00 - 13 minutes - 9.46 MBThe US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes of individual companies – Matthew Tillett and Joe Lynam discuss. Recorded and produced by Lansons.
Finding the Energy
May 17, 2022 08:00 - 16 minutes - 11.8 MBEnergy – where it comes from, what we pay for it, how secure the supply is and the impact on the environment, are factors in sharp focus for consumers and investors alike. In their latest podcast recorded at the end of April, Matthew Tillett and Joe Lynam discuss these factors in a global context, pondering how this might play out for investors in the sector. Recorded and Produced by Lansons.
A New Phase – How Will Markets React?
March 30, 2022 06:00 - 13 minutes - 9.68 MBIn their first catch up of 2022, Joe and Matthew look at the issues that markets have faced in the early part of 2022 and how some of those factors may play out over the coming months. Recorded and Produced by Lansons.
A World of Extremes?
January 10, 2022 09:00 - 22 minutes - 15.5 MBRecorded in December, Joe Lynam and Matthew Tillett sum up 2021 from the perspective of global markets and look ahead for 2022. They look at some of the extremes of the markets and the economy. The size and dominance of some of the world-leading tech companies, the sheer amount of money entering the funds market supporting market growth and what might happen with long-running quantitative easing programmes from the central banks. Produced remotely by the Lansons Content Team.
A Crack in the China?
November 02, 2021 14:00 - 26 minutes - 18 MBFor their latest discussion, Matthew and Joe ponder the issue of tightening regulatory factors in China – what will that mean for China itself, the fortunes of companies and markets there and ultimately for the global economy and markets? Also front-of-mind at the moment is energy, primarily because of short-term issues in the UK, but also generally rising prices and demand, plus a focus on the energy transition around the COP-26 summit. Produced and recorded remotely by Lansons
State of the Nation
June 11, 2021 09:00 - 26 minutes - 18 MBIn the latest episode, Matthew and Joe discuss; the health of the global economy and the spectre of inflation, a deeper dive into Environmental, Social and Governance (ESG) factors, and a look at the UK now Brexit is bedding down and the vaccination programme is advancing. Recorded and Produced remotely by the Lansons Production team.
State of the nation
June 11, 2021 09:00 - 26 minutes - 18 MBIn the latest episode, Matthew and Joe discuss; the health of the global economy and the spectre of inflation, a deeper dive into Environmental, Social and Governance (ESG) factors, and a look at the UK now Brexit is bedding down and the vaccination programme is advancing. Recorded and Produced remotely by the Lansons Production team.
A Different Approach
March 29, 2021 18:00 - 27 minutes - 19.1 MBIn the latest episode, a three-part discussion covers; recent developments in volatile markets, how a different approach from policy makers around the world is providing ongoing monetary and fiscal stimulus plus a focus on the healthcare industry, and a look at the Trusts recent results and the current dividend/income situation. Produced and recorded by Lansons remotely.
The Great Debate
November 23, 2020 14:00 - 27 minutes - 18.8 MBThe US election and a potential vaccine were dominating headlines as Matthew Tillett and Marcus Morris-Eyton sat down to record this podcast with co-host Joe Lynam. The team discusses these huge talking points before taking on a more perennial debate – growth vs value. As the team highlight, for them, it’s not about ‘versus’ at all. Produced and recorded by Lansons remotely.
ESG – “Because it matters”
September 07, 2020 13:00 - 34 minutes - 23.5 MBMatthew Tillett and Jeremy Kent who, together with colleague Marcus Morris-Eyton, manage the portfolio of The Brunner Investment Trust, discuss the spectrum of ESG (Environmental, Social and Governance) approaches within investing with co-host Joe Lynam, focusing in on some of the key considerations and explaining how, and why, ESG is embedded within their investment process. Produced and recorded by Lansons remotely.
The Empowering Themes Driving Markets
July 24, 2020 10:00 - 28 minutes - 19.6 MBThis episode of ‘Connected Investor’ features an introduction from lead portfolio manager Matthew Tillett who, together with his colleagues Marcus Morris-Eyton and Jeremy Kent, took over the reins of The Brunner Investment Trust in May. Matthew muses the current state of markets and global economies with co-host Joe Lynam as they examine just what the future may hold. Produced and recorded by Lansons remotely.
Global Equities, Understanding the Bigger Picture
May 01, 2020 11:00 - 22 minutes - 15.7 MBWelcome to the inaugural episode of ‘Connected Investor’, the new podcast from The Brunner Investment Trust, providing insightful and relevant analysis in the world of global equity investing. Featuring our portfolio managers in discussion with BBC presenter and former business and economics correspondent, Joe Lynam, they will take you through the inside track of what is driving the global markets.