Allianz Global Investors | Could today's AI investment boom be following a familiar pattern?

Brunner Investment Trust Portfolio Managers Julian Bishop and James Ashworth look back at previous capital cycles to explore what the past could teach present investors about the extraordinary levels of investment flowing into AI infrastructure today.

Video Info

  • Created by: Allianz Global Investors
  • Uploaded: 15th Oct, 2026
  • Tags: ALLIANZ GLOBAL INVESTORS
  • Views: 42