‘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 risk

7:09 US exceptionalism  

11:53 Bonds 

15:45 Reliable protectors

17:12 Gold 

20:18 Other diversifiers 

21:40 Main macro threats and opportunities 

24:30 Growth and equity exposurer

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