The Green Line

A monthly chart, plus a short commentary
Browse by
The Green Line
All articles
The Ruffer Review
Investment Review
The Green Line
Responsible investment
Ruffer Radio
Market views
Book corner
authors
All authors
Alexander Chartres
Bertie Dannatt
Duncan MacInnes
Hermione Davies
Steve Russell
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
When just in time becomes just in case
May 2020: Balance sheets show the trade-off between resilience and optimisation
Duncan MacInnes
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
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?
Steve Russell
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...
Steve Russell
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
Mad for growth
September 2019: Investors chasing growth stocks creates both danger and opportunities
Steve Russell
8 mins | Green Line
Previous
1 2 3 4
Next
contact
ruffer@ruffer.co.uk
London
80 Victoria Street
London SW1E 5JL
Directions | Map +44 (0)20 7963 8100
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Directions | Map +44 (0)131 202 1602
Paris
103 boulevard Haussman
75008 Paris, France
Directions | Map +33 (0)1 88 45 02 54