Andrew van Biljon

John von Neumann made major contributions to the development of atomic weapons and AI. Understanding his thinking about these existential threats is of particular relevance today.

June 2022: Avoiding major drawdowns in markets is key to outperforming over the long-term. It may sound obvious, but in a world of near universal asset vulnerability, it has seldom been more important to stand resolute against falling markets.

Protecting clients’ capital is the core of Ruffer’s investment approach. As the market landscape has evolved, so too have the strategies we use to achieve this objective. We look at historic examples of our protection strategies and discuss the risks we see in the current market environment.

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.

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?

Prospect theory, complex systems research and the work of two physicists can help investors make better decisions.