The Exchange with Duncan MacInnes of Ruffer
In this investing masterclass, accomplished multi asset fund manager Duncan MacInnes of Ruffer takes me through his latest view of the markets and thoughts on numerous asset ideas, including:
00:00 Asset allocation, portfolio management & outlook
12:35 Gold, Newmont & Barrick Gold
19:50 Targeted beta for portfolio
21:55 Oil and BP
27:40 Health of the consumer and spirits maker Diageo
31:40 Reckitt Benckiser
35:30 China and Alibaba
43:35 Big Pharma & Roche
45:20 Pfizer & impact of activists
46:55 BATS
48:55 Dividend payers vs bonds
51:15 Preferred currencies and the Japanese Yen
58:15 Turnarounds and Bayer AG
61:00 Defence stocks & Rolls Royce
69:10‘Mag 7’ and Amazon
74:35 Favourite investing idea for 2025
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.