Ruffer | Investment Management | The Green Line

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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

COVID-19 and the dawn of a new market era

April 2020: The era of monetary dominance is over. Helicopter money signals investment regime changes ahead.

Alexander Chartres

8 mins | Green Line

Gravity: suspended until further notice

February 2020: What on earth is going on? Gravity is a universal constant. But it turns out that zero interest rates can suspend it – in financial markets, at least.

Alexander Chartres

8 mins | Green Line

Has We killed the unicorns?

October 2019: WeWork’s ill-fated IPO is the tip of an iceberg

Alexander Chartres

8 mins | Green Line

Playing chicken with a crocodile

July 2019: Low rates and quantitative easing (QE) have created another asset bubble

Alexander Chartres

8 mins | Green Line

Infini-QE: helicopter money

April 2019: Central bank policies have favoured the ‘haves’ and the ‘have yachts’. Quantitative easing in the next crisis might look very different

Alexander Chartres

8 mins | Green Line

Triple B or not triple B? That is the question…

January 2019: Growing risks in corporate debt markets spell big trouble – and big opportunities

Alexander Chartres

8 mins | Green Line

Brexit bargains for Christmas?

November 2018: UK stocks are attractive on a free cash flow basis compared with the rest of the world

Alexander Chartres

8 mins | Green Line

The corporate credit canary – is US corporate debt on borrowed time?

August 2018: The risk of soaring corporate debt is being ignored

Alexander Chartres

8 mins | Green Line

Quantitative tightening – what might it mean?

May 2018: Shrinking central bank balance sheets could undermine record asset prices

Alexander Chartres

4 mins | Green Line

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