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When just in time becomes just in case
May 2020: Balance sheets show the trade-off between resilience and optimisation
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Ruffer Radio: Markets now and next
April 2020: Duncan MacInnes discusses COVID-19: how it has changed the investment landscape, the impact on the Ruffer portfolio and what could happen next.
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?
How Corporate America stole its own future
November 2019: US companies are paying shareholders more than they can afford
Bond investors: want more yield? Buy gold!
August 2019: What is gold telling us about the topsy-turvy reality of negative yielding debt?
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
Safe as houses?
March 2019: Over almost 30 years UK house price gains have outperformed the best of British businesses. What next?
2018 – Investors have had nowhere to hide
December 2018: Almost every major asset class has posted negative returns
The jaws of a golden opportunity
October 2018: Gold mining equities offer compelling value compared to the shiny metal
The rise and rise of passive investing
July 2018: There are more passively managed assets than actively managed – what could this mean?
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