The Green Line | Thinking | Ruffer | Investment Management

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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

Will covid-19 cause a recession?

March 2020: February saw concerns over coronavirus truly go global. Whilst public safety and containment of the outbreak must clearly be the primary concern, for financial markets the key question is will the virus cause a recession?

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

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

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