Ruffer | Articles

Browse by

The corporate credit canary – is US corporate debt on borrowed time?

August 2018: The risk of soaring corporate debt is being ignored

Alexander Chartres

8 mins | Green Line

The rise and rise of passive investing

July 2018: There are more passively managed assets than actively managed – what could this mean?

Duncan MacInnes

6 mins | Green Line

Investment Review

July 2018: Our reviews tend to be big pictures or smaller snapshots; this is a ‘big one’, an explanation...

Jonathan Ruffer

12 mins | Investment review

Income at any price

In a world of distorted interest rates and high asset prices, protecting capital and producing strong income levels may no longer be mutually compatible.

8 mins | Financial planners

Damned if they do… damned if they don’t

June 2018: Wage inflation in the US poses a growing problem for the Fed

6 mins | Green Line

Quantitative tightening – what might it mean?

May 2018: Shrinking central bank balance sheets could undermine record asset prices

Alexander Chartres

4 mins | Green Line

Why traditional safe havens might not work

April 2018: In the market sell-off this February, defensive assets failed to defend.

Duncan MacInnes

4 mins | Green Line

Investment Review

April 2018: The markets have lost their sense of invincibility, but it has not resulted in an up-quarter at Ruffer.

Jonathan Ruffer

12 mins | Investment review

Japan: a forgotten market?

March 2018: Japanese shares have risen strongly, but not nearly as much as company profits.

4 mins | Green Line

Misplaced confidence?

February 2018: US consumer confidence is very high. Our analysis suggests this is not good news for investors in equity markets.

4 mins | Green Line

1 2 3 4 5 6 7 8 9

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