Expert thinking for better investment and business decisions.
The pandemic exposed supply chain vulnerabilities and the need for businesses to be more resilient, leading to a reassessment of strategies, supply chains and investment. As such, knowledge of local markets is now more important than ever to assess how these factors impact the investment landscape. Here, we look at how the Bankers Investment Trust is utilising its regional managers to uncover opportunities.
With western developed markets still mired in high inflation and economic uncertainty, Asia offers a brighter prospect for investors. The reopening of China and strength of south Asian economies makes BNKR, with its solid position in the region, an attractive proposition.
The Covid-19 pandemic changed how we work, shop, travel and entertain ourselves almost overnight. Conventional ways of doing things were thrown out of the window as people adjusted to the new 'normal'. Three years on, what does normal look like and how has this impacted our investment approach at The Bankers Investment Trust?
In The Bankers Investment Trust PLC AGM presentation, Portfolio Manager Alex Crooke, discusses performance over the last financial year, how the team has been navigating a tricky market environment, and highlights some of the key themes playing out in the portfolio.
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, discusses performance over the last year, how businesses are dealing with higher input costs amid lower consumer spending and dividend sustainability during a period of low growth.
Recently commissioned research from Edison outlines why now is the time to consider The Bankers Investment Trust (BNKR).
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, delivers an update on the Company, highlighting factors currently impacting global markets, the key drivers of performance, and recent portfolio activity.
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, talks about the Trust’s performance year-to-date, the role of regional managers within the portfolio, the implications of higher interest rates and elevated inflation on businesses, and areas where he is finding opportunities in a volatile market.
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, provides an update on Trust, highlighting the key drivers/detractors of performance over the quarter and recent portfolio activity. Alex also provides his outlook for markets in the coming months.
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, provides an update on Trust, highlighting the key drivers/detractors of performance over the quarter and recent portfolio activity. Alex also provides his outlook for markets in the coming months.
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.
