Alex Crooke, fund manager for the Bankers Investment Trust, discusses how, in his opinion, global markets and economies have performed over the past 6 months and how Bankers Investment Trust has continued to deliver a strong performance despite global economic and political uncertainties.

Questions
Q: First off, can you give us a snapshot of your thoughts on the past 6 months or so in terms of the global equity market – what has caught your eye?

Q: What can you tell us about the performance of the Bankers’ portfolio in that period and, where possible, your activity around the allocation of funds?

Q: The portfolio is looking ever so slightly more concentrated when compared to the beginning of the year; is that a deliberate action and a trend we are likely to see continue, or a temporary consequence of tactical positioning?