About Connected Investor - The Brunner Investment Trust PLC Podcast
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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Beyond the numbers: what makes a great investment?
What makes a great investment? Is it the quality of the business, its potential to grow, or is it simply the price you pay… or a combination of all three?
In this episode of Connected Investor, Brunner Investment Trust Portfolio Managers James Ashworth and Julian Bishop go behind the scenes of their stock-picking process to explore the three characteristics they look for in an investment: quality, growth and value.
James and Julian discuss what gives a company a sustainable competitive advantage, why growth doesn't always translate into value creation and why value investing is about much more than simply buying stocks on low valuations. Using examples ranging from Apple and GE Aerospace to the airline industry, they explain why the strongest businesses can sometimes justify higher valuations, and why even a great company may not always represent a great investment.
The conversation also explores how periods of uncertainty and market dislocation can create opportunities to find quality businesses at more attractive valuations, and why patience can be an important part of the investment process.
Listen now for insights into how Brunner balances quality, growth and value when looking for long-term investment opportunities.
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28 Aug 2026
Could today's AI investment boom be following a familiar pattern?
In this episode of Connected Investor, Brunner Investment Trust Portfolio Managers Julian Bishop and James Ashworth look back at previous capital cycles to explore what the past could teach present investors about the extraordinary levels of investment flowing into AI infrastructure today.
From the iron ore supercycle driven by China's rapid industrialisation to the US shale revolution, Julian and James examine how rising demand and high profitability can encourage significant investment in new capacity, and how increasing supply can ultimately put pressure on prices and returns.
Turning to AI, they discuss whether computing capacity could display similar characteristics, why investors should pay as much attention to supply as demand, and whether today's rapid expansion in data-centre infrastructure risks creating oversupply in the future.
Listen now for insights into capital cycles, the economics behind the AI infrastructure boom and why some of the oldest lessons in investing may still be relevant to one of today's newest technologies.
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7 Aug 2026
What can the best investment books teach us about today's markets?
In this special ‘Brunner Book Club’ episode of Connected Investor, portfolio managers James Ashworth and Julian Bishop step away from company results and market updates to discuss the books that have shaped their thinking. From financial bubbles and the Great Depression to investor psychology, neuroscience and the power of compounding, they explore how history, human behaviour and timeless investing principles continue to influence markets today and why reading beyond finance can make you a better investor.
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