The Brunner Investment Trust – Beyond the numbers: what makes an incredible asset placement?
In this episode, Brunner Investment Trust Portfolio Managers Julian Bishop and James Ashworth discover what previous capital cycles can educate buyers about in the present day’s AI utilities increase. Looking at historic examples such because the iron ore supercycle and US shale revolution, they focus on how surging demand can drive asset placement and new capability, probably affecting future returns. […]
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