Rethinking the Risk | Future Trends in Investment Trusts, June 2026

Asset TV

Emma Bird sits down with expert portfolio manager Julian Bishop to challenge conventional passive indexing, breaking down why today's highly concentrated tech benchmarks create unprecedented absolute risk and explaining how an active, balanced approach can better shield client capital.

Chapters
  • 01:35 Active vs Passive Investing and Market Concentration
  • 10:01 AI Exposure and Analysis of Tech Investments
  • 16:19 Portfolios Responding to AI Disruption Risks