All-weather investing

Seeking good positive returns.

Come rain or shine.

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Ruffer LLP
A warm welcome
Ruffer serves individuals and families, institutions, charities and financial planners, in the UK and internationally.
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Our investment funds
We manage a range of core funds, and an investment trust. They all follow the same Ruffer investment approach.
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our thinking
1 December 2020
The 60/40 portfolio
The 60/40 portfolio has served investors well for the past 50 years. It has been the allocation of choice for traditional balanced portfolios: 60% in equities for the good times, 40% in bonds for the bad (and for the yield).
Edward Donati, Ajay Johal
16 mins | Market views
1 December 2020
The K is not OK
December 2020: The consensus is that we are in a K-shaped recovery – that means winners and losers. We are not all in this together. The unique shape of the covid-19 crisis and accompanying recession has meant some industries have thrived whilst others have dived. In caricature, everyone now uses Zoom and Peloton, while offices and gyms were forced to close.
Duncan MacInnes
5 mins | Green Line
5 October 2020
Investment Review
October 2020: Whatever one’s outlook, there have been times in 2020 when the markets seemed to echo one’s innermost thoughts, and times when we shout out like Falstaff, that the whole world has gone mad. The bulls and the bears have had their time in the sun, and their time on the dark face of the moon – what follows is a digested diary of our journey through the year 2020 so far.
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Jonathan Ruffer
12 mins | Investment review
OUR THINKING – ALL ARTICLES
We sometimes liken investment to the art of juggling grenades – Ruffer puts a premium on keeping the pins in place.
Jonathan Ruffer, Chairman
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If you get money, hang on to it or safely invest. That line about a fool and his money are soon parted is true.
Annie Nightingale, BBC Radio 1’s longest-serving DJ, Interviewed in The Daily Telegraph
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Coronavirus shutdowns have triggered the worst recession since the Great Depression. Like a depth charge dropped against a submarine, we’ve felt the shockwave but have yet to see how much debris floats to the surface.
Alexander Chartres, Investment Director
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I remember my father reporting a note with 11 zeros was worth roughly one cabbage.
Luka Gakic, Investment Director, on hyperinflation
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contact
ruffer@ruffer.co.uk
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