AIC - The Association of Investment Companies

06/15/2026 | News release | Distributed by Public on 06/15/2026 04:48

Investing in the Inflection: AI, Automation, and Alpha | Future Trends in Investment Trusts, June 2026

Investing in the Inflection: AI, Automation, and Alpha | Future Trends in Investment Trusts, June 2026

Global investing is evolving fast, and those stuck in regional silos risk missing tomorrow's top performers. Richard Clode, co-manager of the Bankers Investment Trust, shares why a more harmonised, high-conviction portfolio built around powerful global themes, not just geography, is unlocking new alpha and dependable income. From AI-driven inflection points and de-globalisation to industrial automation, Clode explains how to spot winners (and avoid losers) in a rapidly shifting landscape.

Chapters

  • 01:37 Portfolio Structure: Sleeves and Harmonisation
  • 06:35 AI: Impact and Investment Approach
  • 19:29 Income Outlook, Dividends, and Cash Flow
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