In his latest quarterly review, Rob Tucker discusses the implications of the recently passed US “One Big Beautiful Bill,” highlighting how fiscal stimulus and political pressure on interest rates are driving a shift toward fiscal dominance. He explains that this environment is likely to benefit real assets such as gold, infrastructure, and commodities, while supporting a broader rotation toward valuation-driven investing.
Rob also highlights standout opportunities within the portfolio, including CSL, which he believes is poised for a multi-year recovery, and Nufarm, which he sees as significantly undervalued with potential catalysts from a proposed sale of its seeds business.
Watch the full video below.
Updated: 03 Jul 2026
