What just happened? – A look back at the year so far
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?
Seeking out the best opportunities for growth and reliable dividends wherever they may be, The Brunner Investment Trust invests in companies all over the world. Brunner aims to provide investors with growth in capital and dividends over the long term. We measure the Trust’s performance against the benchmark index (70% FTSE World ex-UK Index and 30% FTSE All-Share Index).
New to The Brunner Investment Trust?
Watch Co-lead Portfolio Manager Julian Bishop in this 2 minute video for a brief intro to Brunner, and then click below to read more.
The Brunner Investment Trust PLC (Brunner) was formed from the Brunner family’s interest in the sale of Brunner Mond & Co, the largest of the four companies which came to form Imperial Chemical Industries (ICI) in 1926. Today, Brunner shares are available for everyone to buy and are widely held by both private and institutional investors.
Click here for detailed information about the Trust’s portfolio and its past performance, including the most recent month-end commentary. Please remember that past performance is not a reliable indicator of future returns.