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