Ruffer | Investment Management | The Green Line

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The fog of war is lifting from the UK

January 2020: It’s morning in Great Britain – could we be at the beginning of a mini-boom?

Duncan MacInnes

8 mins | Green Line

Wise men from the East

December 2019: Japanese companies' balance sheets bear gifts western investors can only dream of...

8 mins | Green Line

How Corporate America stole its own future

November 2019: US companies are paying shareholders more than they can afford

Duncan MacInnes

8 mins | Category

Has We killed the unicorns?

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

Alexander Chartres

8 mins | Green Line

September 2019: Investors chasing growth stocks creates both danger and opportunities

8 mins | Green Line

Bond investors: want more yield? Buy gold!

August 2019: What is gold telling us about the topsy-turvy reality of negative yielding debt?

Duncan MacInnes

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

A 21st century fairy tale: the venture capitalist and the unicorn

June 2019: The percentage of unprofitable companies listing on public markets has never been higher

Duncan MacInnes

8 mins | Green Line

Heads you win… tails you win?

May 2019: Can you have your cake and eat it with index-linked bonds?

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

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