Just bluster?

Ideas, thoughts and comments
Ruffer
our thinking
13 November 2020
Remind me why you own bonds
November 2020: The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.
Hermione Davies
7 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
7 October 2020
Ruffer Radio: Election 2020
October 2020: All elections are equal. But some elections are more equal than others. In the latest episode of Ruffer Radio, Dr Tim Smith and Alexander Chartres discuss the 2020 race to the White House and explore why this election, in the context of a broader shift in world order, may well be the most important for a generation.
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Alexander Chartres
34 mins | Ruffer Radio
OUR THINKING – ALL ARTICLES
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Ruffer Review
A collection of articles and thoughts from people across the firm. Published annually.
Investment Review
A newsletter written by our founder Jonathan Ruffer. Published quarterly.
Ruffer Radio
A series of podcasts exploring the investment universe and sharing our interpretation of what’s going on.
The Green Line
An interesting chart, plus a short commentary. Published monthly.
Book corner
1 October 2020
Book review – Dignity
Seeking respect in back row America.
Alex Lennard
15 mins | Book Corner
1 March 2019
Book review – Disrupted
Candy walls and the cult of a company.
Alex Lennard
10 mins | Book Corner
1 March 2020
Book review – The Forger’s Spell
A talent for deception.
Chris Bacon
10 mins | Book Corner
All articles
EDITOR'S CHOICE
Book review – Dignity
Seeking respect in back row America.
Alex Lennard
15 mins | Book Corner
The Barber Boom
The story of an economic gear shift which sent post-war Britain careering around country lanes, before skidding on an oil slick and being sent ditchward. There it was left, engine smoking, entangled in the brambles of inflation. It wasn’t until 1980 that road-side recovery eventually arrived in the shape of Paul Volcker and his inflation curbing toolkit.
Rory McIvor
8 mins | Market views
MMT on the march?
The response to this economic crisis has moved away from the old monetary regime to one where fiscal policy has become more important.
Jamie Dannhauser
16 mins | Everything else
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