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.

The UK Investor Magazine was thrilled to welcome Sir Martin Sorrell to the podcast for a broad-ranging conversation covering FIFA's failed attempt to raise private investment, the current state of the UK economy, and where he sees opportunities by geography. Having been in the US for the World Cup, S4 Capital Chairman Sir Martin starts by providing his view on the commercial opportunities for FIFA and where he sees the business of football going. The conversation moves to the UK and his views on the country's trajectory before covering AI and breaking down, country by country, where he sees...

Markets are noisier, faster and more reactive than ever. But does short-term thinking create long-term opportunity? The Merchant’s Trust, lead manager Simon Gergel explores how modern markets have largely shifted away from individual stock picking towards momentum, passive flows and broad market positioning. Simon discusses how short-term behaviour, driven by hedge funds, basket trades and factor investing, can lead to sharp and sometimes ‘vicious’ price movements, with shares rising or falling regardless of their underlying long-term value.