INSight #169 with Alex Lennard from Ruffer
Alex Lennard from Ruffer shares insights with Peter White from The Inside Network on whether Ruffer can take the defensive position of bonds in a portfolio.
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Tuesday 15th March 2022
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ASX closes 0.4% lower, Santos completes merger
ASX losing run snapped, Fortescue CEO leaves, gold miners outperform The S&P/ASX200 managed to snap a four-week losing run to post a 1.5 per cent gain...
Zero-rate anomaly won't be repeated: Marks
Interest rates aren’t going back to what the current generation of investors consider ‘normal’ anytime soon, according to Oaktree’s Howard Marks, and...
Betting on structural decline: System Capital's edge in a fragmented market
At the heart of System Capital's long-short strategy is companies' structural position as their industries change. The manager believes structural strength is...
Alternatives Symposium Melbourne 2023: INBrief with Cameron Brownjohn from Federation Asset Management
Cameron Brownjohn from Federation Asset Management speaks with Drew Meredith at The Inside Network’s Alternatives Symposium in Melbourne on private for...
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