Listen "Early and ready"
Episode Synopsis
Investment Director Steve Russell reviews the downtrend in performance this year in the context of a global equity market rally.
Steve explains why we retain high conviction in a strongly defensive position in portfolios despite investor sentiment having turned more positive. He also discusses the assets we expect to generate returns in worsening financial conditions.
DOWNLOAD THE TRANSCRIPT]]>
Steve explains why we retain high conviction in a strongly defensive position in portfolios despite investor sentiment having turned more positive. He also discusses the assets we expect to generate returns in worsening financial conditions.
DOWNLOAD THE TRANSCRIPT]]>
More episodes of the podcast Ruffer Radio
In conversation with Alexander Chartres
17/03/2026
In conversation with Michael Biggs
16/03/2026
In conversation with Chris Bacon
15/03/2026
Investment Review
02/01/2026
Investment Review
30/09/2025
Investment Review
01/07/2025
Investment Review
31/03/2025
Could 2025 challenge market optimism?
16/01/2025
Investment Review
02/01/2025
Investment Review
30/09/2024
