Responsible Investment Report 2019

180 mins | Responsible investment
1 April 2020

We believe that investing responsibly will lead to better long-term performance for our clients.

As an investment manager with a relatively concentrated portfolio of equity holdings, we believe ESG considerations represent both sources of value and also investment risks.


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Responsible investment

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Ruffer Review 2020
Download our 2020 edition of the Ruffer Review. It covers everything from a new Cold War to the likely impact of the post-crisis surge in government spending.
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Climate change: the roles of divestment and engagement
To tackle climate change, both governments and companies need to act; how companies manage their greenhouse gas emissions has become fundamental to their long-term financial performance. For investors seeking to influence the behaviour of companies, it is not necessary to choose either divestment or engagement, it can be a combination of both.
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Corporate governance in Japan
2018 saw both another major corporate governance scandal and the revision of the corporate governance code in Japan. We discuss the areas in which significant change has been achieved, and those in which there is still more work to be done.
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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
4 June 2020
Investment Review
June 2020: This review touches briefly on what has gone before, then sets out what we expect for the coming months and years.
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Jonathan Ruffer
12 mins | Investment review
12 June 2020
This time really is different
June 2020: The sheer scale of the economic heart attack caused by COVID-19 can be difficult to grasp, especially when the sun is shining and lockdowns are starting to ease. But this month’s chart of job losses and recoveries in US recessions since the Second World War brings home the enormity of the damage.
Steve Russell
8 mins | Green Line
3 March 2020
Ruffer Review 2020
Download our 2020 edition of the Ruffer Review. It covers everything from a new Cold War to the likely impact of the post-crisis surge in government spending.
180 mins | Ruffer Review
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