In 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 mo

What just happened? – A look back at the year so far.

Aug 31st, 2023 14m 54s

In 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

The road to net zero

Jun 14th, 2023 14m 19s

In 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 investm

Growing old gracefully?

Apr 3rd, 2023 11m 42s

In 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 fac

Will The Turbulence Continue?

Feb 16th, 2023 12m 35s

Host 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 fac

Tech’s Still Standing

Jan 3rd, 2023 10m 54s

Host 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 wh

A World Running to Stand Still

Nov 10th, 2022 11m 23s

Inflation 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 foc

Seeing stars (and stripes)?

Jun 20th, 2022 13m 39s

The 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

Finding the Energy

May 17th, 2022 16m 59s

Energy – 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 an

A New Phase – How Will Markets React?

Mar 30th, 2022 13m 54s

In 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?

Jan 10th, 2022 22m 25s

Recorded 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-leadin

A Crack in the China?

Nov 2nd, 2021 26m 5s

For 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

State of the Nation

Jun 11th, 2021 26m 6s

In 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 vaccin

A Different Approach

Mar 29th, 2021 27m 39s

In 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 indust

The Great Debate

Nov 23rd, 2020 27m 22s

The 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

ESG – “Because it matters”

Sep 7th, 2020 34m 6s

Matthew 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

The Empowering Themes Driving Markets

Jul 24th, 2020 28m 30s

This 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. Matthe

Global Equities, Understanding the Bigger Picture

May 1st, 2020 22m 44s

Welcome 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 wit

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