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