All articles

A new world disorder?
World order encompasses everything: it is a neglected driver of long-term returns. What might today’s tectonic shifts mean for investors?
TINA turning?
February 2019: Rising returns on cash may cause investors to withdraw from riskier assets such as equities and corporate bonds
Triple B or not triple B? That is the question…
January 2019: Growing risks in corporate debt markets spell big trouble – and big opportunities
Investment Review
January 2019: “I thought you chaps at Ruffer said that you’d never lose money for me – what’s gone wrong?”
2018 – Investors have had nowhere to hide
December 2018: Almost every major asset class has posted negative returns
Brexit bargains for Christmas?
November 2018: UK stocks are attractive on a free cash flow basis compared with the rest of the world
The jaws of a golden opportunity
October 2018: Gold mining equities offer compelling value compared to the shiny metal
Investment Review
October 2018: The performance of the portfolios remains becalmed, but it is the unseen currents in the water which will prove more important in vindicating (or otherwise) the stance that we are taking.
The tortoise and the hare?
September 2018: Japan retakes title of second-largest stock market from China
The corporate credit canary – is US corporate debt on borrowed time?
August 2018: The risk of soaring corporate debt is being ignored
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