Articles

Browse by

Ruffer Radio: Inflation – great expectations

July 2021: Inflation is back, but for how long? Bertie Dannatt joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Bertie Dannatt, Rory McIvor

23 mins | Ruffer Radio

Bitcoin – the future arrived early

July 2021: The best investments are often the least comfortable ones. This is certainly the case with our decision to add bitcoin exposure to our portfolios in November last year.

Duncan MacInnes

6 mins | Green Line

Responsible Investment Report

In our latest quarterly report, Investment Manager Rory Goodman examines the global significance of US President Joe Biden's new emission reduction targets announced at the Earth Day summit, and we share our stewardship and engagement activities during the second quarter of 2021.

28 mins | Responsible investment

Investment Review

July 2021: We have been talking of inflation for well over a decade – which is not the same thing as calling its timing. An impasse was created by the failure of the economy to grow after the 2008 crisis – all the risks (as we patiently explained) were deflationary, and in vain did the central banks and governments try to force an inflationary impulse into a sluggish world.

Jonathan Ruffer

14 mins | Investment review

Navigating information

It’s easy to be overwhelmed by the volume of information aimed at us. Inundated by a daily torrent of headlines, images, messages and data, we can be left feeling unable to process it to a satisfying degree. For investors, navigating information is central to being effective. Insights from information theory and gauge theory can help.

Andrew van Biljon

18 mins | Ruffer Review

Inflation – are we there yet?

June 2021: We have been positioned for a vaccine-led rally and recovery since summer last year. That recovery is here, economies are opening up and animal spirits are being unleashed. But the pickup is so fast, messy and distorted that traditional measures are not giving the full picture.

Duncan MacInnes

6 mins | Green Line

Disruption to weather patterns and an increase in extreme events have played havoc with the water cycle. The freshwater crisis is alarming not only because of our dependence on water, but also because of the speed at which the crisis is approaching.

10 mins | Responsible investment

Easy money comes, easy money can go

May 2021: Over the past five months investors put more money into equity funds than in the previous twelve years combined. At Ruffer we believe we are entering a new regime, which will be disastrous for conventional bonds. But what will this new regime – with the global economy poised for a growth spurt – mean for equities?

Hermione Davies

6 mins | Green Line

Ruffer Radio: Mind over matter?

April 2021: Andrew van Biljon and Lauren French offer their insights into the world of behavioural economics. What do these theories say about us as decision makers? What are their shortcomings? Can behavioural science make us better investors?

Lauren French, Andrew van Biljon, Rory McIvor

30 mins | Ruffer Radio

Inflation protection – what’s the right recipe?

April 2021: As we emerge from lockdowns and pent-up demand meets ongoing supply constraints, we consider how different asset classes might fare if inflation does return.

8 mins | Green Line

1 2

...

9 10

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 Haussmann
75008 Paris, France

Directions | Map +33 (0)1 88 45 02 54