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Former Ruffer manager: investors are too bullish

Shortly after filming our Insider Interview video, it was announced that Duncan MacInnes, co-manager of Ruffer Investment Company, had left the firm “with immediate effect”. The interview took place on 6 February, just a few days before the announcement on 12 February. MacInnes had co-managed the investment trust since September 2016, having joined Ruffer in 2012. In the interview with interactive investor, MacInnes explains why he thinks investors have not been this bullishly positioned in 25 years, gives his take on the valuations of the ‘Magnificent Seven’ US technology companies, discusses how Donald Trump’s policies could impact financial markets, and names two ‘ugly ducking’ investments he thinks will pay off in time. Alexander Chartres and Ian Rees will join current portfolio manager Jasmine Yeo to assume responsibility for the management or Ruffer Investment Company. Yeo has been co-manager since October 2022. Chartres joined Ruffer in 2010 and is a lead manager on Ruffer’s Total Return and Absolute Return funds, the former since 2019. Rees joined Ruffer in 2012 and has been a lead manager on Ruffer Diversified Return fund since 2021. Please like and subscribe to our YouTube channel. Follow us: Twitter:   / ii_couk   Facebook:   / weareii   LinkedIn:   / interactive-investor   Instagram:   / interactive_investor   Risk warning: These videos are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest and your capital is at risk. The investments referred to in this video may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. AIM stocks tend to be volatile high risk / high reward investments and are intended for people with an appropriate degree of equity trading knowledge and experience. Full performance can be found on the company or index summary page on the interactive investor website. We use a combination of fundamental and technical analysis in forming our view as to the valuation and prospects of an investment. Further information on the basis the methodology of these recommendations can be found on interactive investor’s website. Please note that our videos on these investments should not be considered to be a regular publication. Details of all the historical recommendations issued by ii during the previous 12-month period can be found on the interactive investor website here:www.ii.co.uk/legal-terms/investment-recommendations ii adheres to a strict code of conduct. Contributors may hold shares or have other interests in companies included in these portfolios, which could create a conflict of interests. Contributors intending to write about any financial instruments in which they have an interest are required to disclose such interest to ii and in the article itself. ii will at all times consider whether such interest impairs the objectivity of the recommendation. In addition, individuals involved in the production of investment articles are subject to a personal account dealing restriction, which prevents them from placing a transaction in the specified instrument(s) for a period before and for five working days after such publication. This is to avoid personal interests conflicting with the interests of the recipients of those investment articles. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.