INSight #249 with Fiona Ker from Ruffer
Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on how Ruffer sees volatility behaving in markets in 2023.
Uncategorized
Monday 3rd April 2023
Share
Daily Market Update: 28 November 2025
Australian market outlookThe S&P/ASX 200 index rose 10.8 points to close at 8,617.3, gaining 0.1 per cent, continuing a third straight session higher. The...
Daily Market Update: 08 December 2025
ASX inches higher ahead of rate decisions The Australian sharemarket edged higher for the week, with the S&P/ASX 200 Index (ASX: XJO) rising 0.2 per cent...
Daily Market Update: 03 December 2025
Energy and miners prop up ASXThe Australian market recovered modestly on Tuesday as strength in energy and mining stocks provided a buffer against wider...
Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks
Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.
Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
Advice pricing paradigms with Rob Jones from Peloton Partners
Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how...
Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...
Investment dynamism with Paul Saliba from SQM Research
Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...