Alex Crooke, Portfolio Manager of The Bankers Investment Trust, talks about the impact of rising input costs (wages and raw materials) on companies, areas where he is finding opportunities and the benefits of global diversification in a volatile market environment.
Portfolio Manager of The Bankers Investment Trust, Alex Crooke, delivers the 2022 Annual General Meeting presentation to shareholders. He covers the Trust’s performance over the last financial year and portfolio activity over the period.
Simon Elliot, Head of Research at Winterflood Investment Trusts, welcomes Alex Crooke, Co-head of Equities in EMEA and Asia Pacific and Portfolio Manager of the Bankers Investment Trust, into the Trust TV studio. Simon and Alex discuss how the Trust is managed and the benefits of diversification in a changing world. Alex also talks about how he implements Environmental, Social and Governance (ESG) issues within his stock selection process.
In this article, we look at how a multi-manager approach and flexibility to invest across different countries and sectors have combined to help the Bankers Investment Trust navigate a testing market environment, while delivering solid returns to investors.
Alex Crooke, Portfolio Manager of the Bankers Investment Trust, provides an update on the Trust, highlighting changes made to the portfolio, the performance of the Asia Pacific region and valuations in the technology sector. Alex also provides his outlook for 2022, pointing out one of the most underappreciated risks.
In this paper, we examine how the coronavirus pandemic has impacted the way people work, shop, travel and entertain themselves in an attempt to get a glimpse into the future and understand how the world is changing. We also look at how The Bankers Investment Trust is positioned to take advantage of entrenched and evolving societal/consumer behaviours.
In this article, we describe how a multi-manager approach and flexibility to invest with no set limits within individual countries and sectors have combined to serve the Bankers Investment Trust particularly well in terms of its investment returns.
In this video, Alex Crooke, Fund Manager for the Bankers Investment Trust, discusses the decision to increase the Trust’s borrowings, performance over the last few months, areas where he is finding opportunities and the rotation between value and growth stocks.
With the COVID-19 pandemic accelerating the shift towards a digital-first world; technology stocks rose to all-time highs in 2020, as people spent more time online. However, as economies have begun to reopen following the rollout of highly effective coronavirus vaccines; tech stocks sold-off as investors rotated towards sectors set to benefit from reopening. In this article, we discuss the recent volatility in the tech space – highlighting recent performance, valuations and outlook for the sector.
This video explains why it pays to study a factsheet when exploring different Investment Trusts; the factsheet will allow readers to analyse the Trust in more detail with all its core information in one place.
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