Vox Markets Fund Manager Series: Duncan MacInnes of Ruffer

Watch the interview on YouTube

In this interview, fund manager Duncan MacInnes of Ruffer takes Vox Markets through the:

00:00 Outlook for the economy, fixed income & equites.
04:20 How the Ruffer funds are positioned.
09:35 Fixed income investing
15:10 Where are interest rates heading & when will they be cut.
23:00 Hedging & risk management strategies
28:55 Why the Japanese Yen looks interesting.
36:00 Managing fixed income duration
40:55 Gold, silver & uranium
45:25 Closing Investment Trust discounts
47:35 Oil sector & BP
52:00 Megacap tech, TSMC Alibaba, Meta & Amazon.
56:20 When to load up on risk.