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‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer
Description
Dave Baxter returns with another IC Interviews, and he sits down with one of the rising stars of fund management, Jasmine Yeo of Ruffer Investment Company, the FTSE 250 trust that aims to deliver positive returns for investors throughout all market situations.
Listen to find out how the portfolio is behaving in the wake of Donald Trump’s swathe of tariffs, which diversifiers the Forbes 30 Under 30 fund manager is backing, the macro threats the team are positioning for, and more.
Timestamps
1:09 How the portfolio has held up
5:10 When it would be sensible to add risk
7:09 US exceptionalism
11:53 Bonds
15:45 Reliable protectors
17:12 Gold
20:18 Other diversifiers
21:40 Main macro threats and opportunities
24:30 Growth and equity exposurer
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