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Being wary of fraud online
For the most part, the world has moved online. Unfortunately, fraudsters and criminals have followed. At Ruffer we seek to be vigilant, and we urge our clients to do the same.
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
First episode in a new series of podcasts. Duncan MacInnes discusses COVID-19: how it has changed the investment landscape, the impact on the Ruffer portfolio and what could happen next.
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.
The geopolitical implications of a changing climate
Since the late eighteenth century, societies have experienced an unprecedented increase in material wealth. This has lifted billions out of poverty and those born today have, on average, a better quality of life and broader opportunities. Yet industrialisation... has had a devastating effect on the world’s natural capital.
Why diversity matters in investment
Robust diversity policies encourage the balanced representation of a variety of individuals who bring experience from contrasting backgrounds.
Food waste: a triple win opportunity
If food waste were a country, it would be the third-largest emitter of greenhouse gases (8% of annual global greenhouse gases come from food waste).
Responsible Investment Report 2019
We believe that investing responsibly will lead to better long-term performance for our clients. As an investment manager with a relatively concentrated portfolio of equity holdings, we believe ESG considerations represent both sources of value and also investment risks.
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Investment Review
April 2020: When the elements speak, elemental forces are unleashed, and it is important, in the middle of this storm, to capture the right tone of voice.
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?
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