Episodes
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In the 21st episode of Connected Investor, Joe Lynam and Julian Bishop navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market?
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A multi-decade re-engineering of the entire global economy” – Julian Bishop, co-lead portfolio manager of Brunner debates the realities of the energy transition with host Joe Lynam. He argues that the production of nearly everything in the world relies on fossil fuels to some degree, something that will inevitably take time to change. The duo also examine the tie in with global population size and growth, look at whether energy in general and renewable energy in particular contains opportunities for investors, and draw their conclusions on the ultimate realities of the energy transition
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Episodes manquant?
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The ‘Magnificent 7’ have been much heralded as the drivers of stockmarket performance over the past year or so, but are they all performing strongly, and what might be some other ways of accessing technology sub-sector growth? Joe and Julian also discuss a couple of more traditional companies added to the portfolio earlier this year.
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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 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.
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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 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 world as we know it, is some of the hype surrounding AI now abating – and what does that mean for markets?
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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 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 generation, energy storage and transportability all come under the spotlight.
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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 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 Christian and the team address this theme in terms of the Brunner portfolio.
Recorded and produced by Lansons.
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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 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 microscope, but Christian describes how the team concentrate on picking stocks to a balanced, all-weather approach and not spending too much time trying to predict the direction of the economy.
Recorded and produced by Lansons. -
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 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 Produced by Lansons. -
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 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. -
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, 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. -
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 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. -
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-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.
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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 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 -
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 vaccination programme is advancing.
Recorded and Produced remotely by the Lansons Production team. -
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 industry, and a look at the Trusts recent results and the current dividend/income situation.
Produced and recorded by Lansons remotely. -
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 debate – growth vs value. As the team highlight, for them, it’s not about ‘versus’ at all.
Produced and recorded by Lansons remotely. -
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 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. -
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. 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. - Montre plus
