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Come rain or shine.

Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
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London
Ruffer LLP
80 Victoria Street
London SW1E 5JL
Paris
Ruffer S.A.
103 boulevard Haussmann
75008 Paris, France
New York
Ruffer LLC
300 Park Avenue
New York NY 10022
Edinburgh
Ruffer LLP
31 Charlotte Square
Edinburgh EH2 4ET
Hannah Nairn

Hannah Nairn

Research Analyst
Joined Ruffer in 2021 after completing a master’s degree in economics at the University of Cambridge. Previously graduated from the London School of Economics in 2019 with a first class honours in history.
Articles by Hannah
A market miscellany
China’s investment in higher education and STEM subjects has caused patent applications to skyrocket. It’s all part of Beijing’s plan to overtake the West in innovation.
Takaichi – Japan’s Thatcher, or its Truss?
Mar 2026: Japan’s markets are gaining momentum thanks to political stability, pro-growth fiscal policy and corporate reforms, strengthening investors’ confidence and signalling renewed potential for sustained economic growth.
Webinar: Interactive Investor
Fund Manager Jasmine Yeo joins Victoria Scholar and James Harries of STS Global Income & Growth Trust to assess the outlook for the FTSE 100 and FTSE 250 and whether UK markets could deliver another resilient year.
The price of popularity
Feb 2026: Ahead of the mid-terms, can President Trump raise households’ morale without rocking markets?
Bargain barrels
Jan 2026: Oil prices have hit multi-decade lows against gold. Could current weakness present a compelling contrarian opportunity?
Jan 2026 portfolio update
Fund Managers Fiona Ker and Alexander Chartres discuss our latest thinking on inflation, geopolitics, and equity market risks and opportunities and how the Ruffer strategy is positioned to navigate them.
Q4 2025 report
What happens to responsible investing when the most powerful man in the world wages war against it? This quarter’s report examines ESG investing in the age of retrenchment.
Investment Review
January 2026: Jonathan Ruffer reflects on over 30 years in investment management and warns that today’s speculative market exuberance will eventually face a reckoning.
Podcast: Interactive Investor
Fund Manager Ian Rees speaks to Interactive Investor about AI development, index funds versus ETFs and how Ruffer’s portfolio fared earlier this year when stock market volatility picked up.
Against the odds
Dec 2025: Prediction markets are entering the financial mainstream, offering crowd-sourced forecasts on real world events. But could they end up adding yet more risk to the system?
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