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          Videos, Podcasts & Reading

          The Brunner Q&A Head-to-Head

          Co-Lead Portfolio manager Julian Bishop goes head-to-head with James Ashworth, his colleague and Portfolio Manager on The Brunner Investment Trust team, to answer some pertinent investment questions, as well as a couple of offbeat ones.

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          2 days ago

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          Videos, Podcasts & Reading

          Can the US market continue to trump the rest of the world?

          The US has shown unprecedented dominance in stock market terms for many years, and 2024 was no exception. In this latest podcast episode we look at the factors behind this, the composition of returns from various markets for UK investors, and whether the team believes this dominance can continue into 2025. Also, at the genesis of Trump 2.0, how could tariffs – or the threat of them at least – impact investors?

          LISTEN TO THE PODCAST

          14/02/2025

          Videos, Podcasts & Reading

          Anatomy of a great company

          As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go about assessing companies.

          LISTEN TO THE PODCAST

          13/12/2024

          Videos, Podcasts & Reading

          Updates on Brunner, stock spotlights & more

          Co-lead Portfolio Manager Julian Bishop delivers an update on The Brunner Investment Trust, for the Doceo platform, covering the Trusts’ interim results, stock spotlights, additions to the portfolio and the team’s differentiated and often contrarian thinking behind investment decisions including the stance on Nvidia. Watch the video now to find out more.

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          01/11/2024

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          Videos, Podcasts & Reading

          Political power plays & market reactions

          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?

          LISTEN TO THE PODCAST

          15/08/2024

          Videos, Podcasts & Reading

          Searching for growth whatever the market weather

          In this recorded webinar, portfolio manager Julian Bishop engages with Citywire’s Gavin Lumsden to discuss the balanced approach that has made Brunner one of the top performers in its sector. Julian also describes the portfolio's thesis behind stocks like Microsoft, Taiwan Semiconductor, General Electric, Bank of Ireland, InterContinental Hotels and ASML. Whether you are a seasoned investor or just beginning your investment journey, this webinar offers valuable insights. Watch it now to hear how Brunner continues to seek out the best opportunities for growth and reliable dividends wherever they may be.

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          06/08/2024

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          Videos, Podcasts & Reading

          Elevator Pitch: A quick introduction to The Brunner Investment Trust

          Doceo recently initiated coverage of The Brunner Investment Trust. Watch portfolio manager Julian Bishop as he gives a quick ‘elevator pitch’ on the trust and its objectives of delivering both growth and capital, along with a steady and growing dividend as part of Brunner’s ‘all-weather’ approach.

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          16/07/2024

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          Videos, Podcasts & Reading

          Realities of the energy transition

          “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.

          LISTEN TO THE PODCAST

          18/06/2024

          Videos, Podcasts & Reading

          Looking beyond the obvious…

          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.

          LISTEN TO THE PODCAST

          31/05/2024

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            Past performance does not predict future returns.

            The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. You should not make any assumptions about the future on the basis of this information.

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            The Trust seeks to enhance returns for its shareholders through gearing, in the form of long-term, fixed rate debentures. Gearing can boost the Trust’s returns when investments perform well, though losses can be magnified when investments lose value. You should be aware that this Trust may be subject to sudden and large falls in value and you could suffer substantial capital loss.

            This investment trust charges 70% of its annual management fee to the capital account and 30% to revenue. This could lead to a higher level of income but capital growth will be constrained as a result. Your capital could also decrease if income paid out of capital exceeds the growth rate of the Trust. Derivatives are used to manage the trust efficiently.

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