Fiona Ker

May 2026: Earnings growth contrasts with low valuations for the software sector as AI uncertainty rises. We see selective opportunities among established firms with strong balance sheets and recurring revenues.

A diverse set of skills and experience can help firms to avoid groupthink. Read how training and then working as an opera singer has helped one of our fund managers.

The asset management industry has thrived in a disinflationary world for 40 years, favoring capital. If labor gains dominance, how will that affect asset allocation? Investment Manager Fiona Ker explores inflation volatility with the Portfolio Construction Forum.

Investment Manager Fiona Ker and James Dunn from The Inside Network discuss Ruffer’s outlook for markets in 2023 and beyond.

January 2023: Of the many storylines to unfold in 2022, only one really mattered to investors – rising interest rates and falling asset prices. The chief protagonist in this tale – the Federal Reserve - conducted one of the fastest and steepest rate hiking cycles in financial history. But how much further do they need to go?

January 2021: 2020 will loom large on financial markets for many years to come. As we cautiously make our way out of the crisis, Duncan MacInnes and Fiona Ker review the more startling developments of the last year.