Jonathan Davis
This week I have recorded a market review video, as well as some further market thoughts below, to be followed next week by a second video looking at the behaviour of the model portfolio and recent investment trust performance. Stuart Watson, our new contributor, has added half a dozen fund profiles from his archive which you can find here (link), as well as some additional commentary in the weekly review of trust news and data. The Q and A this week is with Duncan Baillie, the manager of the Ruffer Investment Company (link here), which includes many pertinent points about curre...
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