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 risk7:09 US exceptionalism 11:53 Bonds 15:45 Reliable protectors17:12 Gold 20:18 Other diversifiers 21:40 Main macro threats and opportunities 24:30 Growth and equity exposurer Hosted on Acast. See acast.com/privacy for more information.

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