‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer
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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26:10
Riding gold’s rise, ABF & Keystone Law: The Companies and Markets Show
Recent results from Associated British Foods (ABF) highlighted that both its food and retail arms are facing some bumps in the road – think falling sugar prices and tariffs. Mike Fahy, Julian Hofmann and Alex Newman weigh in on everything going on and what investors need to know.Gold next. Its price reached an all-time high this month, and Alex Hamer looks at the drivers behind this boom, where it could fit in a portfolio today, and sheds some light on investment options. Lastly, Jemma Slingo unpacks results from Keystone Law (KEYS). Jemma and Dan discuss why investors were pleased and how changes to its offices aid its balance sheet. Timestamps 1:24 ABF15:46 Gold 29:49 Keystone Law Hosted on Acast. See acast.com/privacy for more information.
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36:27
AB Dynamics, ‘survivor shares’ & Prefs: The Companies and Markets Show
In another packed episode, host Dan Jones is joined by Christopher Akers to look at half-year results from car testing company AB Dynamics (ABDP). Can it continue to perform well at a time when the automotive industry is yet again facing a string of pressures, including those dreaded tariffs?Next up is a look at this week’s Big Read on ‘survivor shares’. James Norrington introduces the thinking behind the piece and discusses the metrics you can use to find companies that will prosper in an uncertain world. The team then turn to preference shares. While loved by income seekers because of their impressive yields, they may not be long for this world given Aviva’s (AV.) successful attempt to cancel some of its prefs this month. Jemma Slingo discusses the implications and whether investors are being too hasty in voting for the cancellation of these shares.1:21 AB Dynamics10:35 Survivor Shares22:13 Preference shares Hosted on Acast. See acast.com/privacy for more information.
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27:44
Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust
As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time.In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alcohol stocks, and more. This episode was recorded on 14 April.Timestamps 00:59 How the fund is behaving after the sell-off4:00 Impact of tariffs on stock markets 8:35 Stock markets the fund is favouring12:06 US Treasuries15:44 Sectors to benefit from structural inflation18:31 Gold 20:51 Food and drink stocks 22:49 Weight-loss drugs and alcohol consumption26:27 Markets aside from the US 27:28 The aim of the fund Hosted on Acast. See acast.com/privacy for more information.
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30:04
TT Electronics, more tariffs & S&U: The Companies and Markets Show
We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing.Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and which businesses are best set to prosper. Last up, Mark Robinson covers motor finance and lender S&U’s (SUS) results. It faces significant uncertainty due to regulatory issues and a Supreme Court ruling taking place in a few months. Mark and Dan explore what it means for the business and its shareholders.Timestamps 1:30 TT Electronics10:12 Tariffs and trade28:21 S&U Hosted on Acast. See acast.com/privacy for more information.
Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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