Just bluster?

Ideas, thoughts and comments
recent articles
5 August 2020
Would a stock, by any other name, rise just as high?
Traditional finance theory tells us that markets are rational. Investors incorporate all public and private information when making their investment decisions. This school of thought is grappling with the field of behavioural finance, which asserts that human psychology and biases also act in an irrational way to influence these same investment decisions.
Oliver Shale
8 mins | Market views
6 August 2020
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
6 July 2020
Ruffer Radio: Cold War II
July 2020: Alexander Chartres, Investment Director and resident geopolitics specialist, explores the shifting sands of world order. He discusses the deteriorating relationship between the US and China and considers the implications of a new world disorder – on companies, portfolios and our everyday lives.
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Alexander Chartres
32 mins | Ruffer Radio
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Ruffer Review
A collection of articles and thoughts from people across the firm. Published annually.
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A newsletter written by our founder Jonathan Ruffer. Published quarterly.
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The Green Line
An interesting chart, plus a short commentary. Published monthly.
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Responsible investment
Articles and thoughts on our approach to investing responsibly.
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Book corner
1 March 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
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EDITOR'S CHOICE
Modern Monetary Theory
Stephanie Kelton, guest speaker at Ruffer’s Family Office Conference in November 2019, is a leading authority on Modern Monetary Theory. She sees MMT as a disruptive force.
Edward Roe
12 mins | Ruffer Review
Scrabbling around for income
July 2020: 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. Ratings agencies suggest the damage is serious and that default rates will soar.
Alexander Chartres
8 mins | Green Line
Food waste: a triple win opportunity
If food waste were a country, it would be the third-largest emitter of greenhouse gases (8% of annual global greenhouse gases come from food waste).
Henry Hamilton
18 mins | Responsible investment
Cold War II
World order has never been so complex for investors. The US and China have entered a new phase of long-term strategic global competition.
Alexander Chartres
18 mins | Ruffer Review
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