Connected Investor - The Brunner Investment Trust PLC Podcast

Connected Investor - The Brunner Investment Trust PLC Podcast

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Connected Investor - The Brunner Investment Trust PLC Podcast episodes

  • Finding the Energy

    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.

    Hosted on Acast. See acast.com/privacy for more information.

    17 min
  • A New Phase – How Will Markets React?

    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.

    Hosted on Acast. See acast.com/privacy for more information.

    14 min
  • A World of Extremes?

    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.

    Hosted on Acast. See acast.com/privacy for more information.

    23 min
  • A Crack in the China?
    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

    Hosted on Acast. See acast.com/privacy for more information.

    27 min
  • State of the Nation
    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.

    Hosted on Acast. See acast.com/privacy for more information.

    27 min
  • A Different Approach
    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. 

    Hosted on Acast. See acast.com/privacy for more information.

    28 min
  • The Great Debate
    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. 

    Hosted on Acast. See acast.com/privacy for more information.

    28 min
  • ESG – “Because it matters”
    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. 

    Hosted on Acast. See acast.com/privacy for more information.

    35 min
  • The Empowering Themes Driving Markets
    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. 

    Hosted on Acast. See acast.com/privacy for more information.

    29 min
  • Global Equities, Understanding the Bigger Picture
    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 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.

    Hosted on Acast. See acast.com/privacy for more information.

    23 min

About Connected Investor - The Brunner Investment Trust PLC Podcast

From the publisher's feed

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…

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