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Sep 20, 2024 · For this episode, I am joined by Duncan MacInnes, manager of The Ruffer Investment Company, for a conversation about his investment philosophy and how he thinks about risk in today’s financial markets. He describes himself as a pragmatic, macro-informed, value investor.
Sep 18, 2024 · Ruffer Investment Company co-manager Duncan MacInnes said early August was “the really acute moment where this just popped up onto everyone's radar”. When the Bank of Japan raised interest rates...
Sep 21, 2024 · Play 228: Weekly Investment Trusts Podcast - with Craig Baker and Duncan MacInnes (21 Sep 2024) by Money Makers Investment Trusts on desktop and mobile. Play over 320 million tracks for free on SoundCloud.
Sep 21, 2024 · You can listen to this week’s podcast in full on the audio player below. Alternatively, you can subscribe via our YouTube channel, and at most podcast platforms including Apple Podcasts, Spotify, and Soundcloud. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
Sep 11, 2024 · “Normally, when volatility, the VIX, goes above 35, it takes six months for markets to fully calm down and put themselves back together,” said Duncan MacInnes, co-manager of two of Ruffer’s flagship funds.
Sep 13, 2024 · Ruffer fund manager Duncan MacInnes believes China to be “probably the ugliest duckling of all” as “everyone's default reaction” is that China is “uninvestable” due to the geopolitical ...
Sep 19, 2024 · COMING SOON – Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment Company. Coming soon, Duncan MacInnes presents a tour de force of the major financial asset classes and how to […]
