WELCOME TO RUFFER

All-weather investing

Seeking consistent positive returns.

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

Jasmine Yeo

Fund Manager
Joined Ruffer in 2017, graduating with a degree from Warwick Business School. She is a member of the CISI, having completed the CISI Masters in Wealth Management. Jasmine was a manager on our private client team, becoming an investment specialist and then a fund manager in our investment team. She is a macro-generalist with an interest in investment trusts.
Articles by Jasmine
Podcast: Money Makers Investment Trusts
Editor Jonathan Davis speaks to Fund Manager Jasmine Yeo and Charlie Morris, founder of Bytetree Research.
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?
Oct 2025 portfolio update
Fund Managers Ian Rees and Jasmine Yeo review Ruffer’s year-to-date performance, discuss recent portfolio changes and outline how the portfolio is positioned for the key risks and opportunities ahead.
Podcast: Investors’ Chronicle
Fund Manager Jasmine Yeo talks to Investors’ Chronicle about bonds, commodities and the end of US exceptionalism.
Time up for traditional asset allocation?
We believe the global economy has entered a new era of higher and more volatile inflation. To navigate it, investors will need to allocate to a broader range of assets. And then manage them actively.
The Year of the Snake
January 2025: After US equities’ strong gains over the past two years, we think the best opportunities for 2025 may lie in overlooked assets elsewhere in the world.
Jan 2025 portfolio update
Fund Manager Jasmine Yeo and Private Wealth Director Charles Lynne cover the most pressing and important questions from our clients and investors – on markets, the economic outlook and the Ruffer strategy.
Leaving the pack
July 2024: Investors are herding into a narrow market and propelling stocks to new highs. Fund Manager Jasmine Yeo joins Rory McIvor to explain why this is a market well worth insuring against.
Material world
May 2024: Compared to equities, commodities are trading as cheaply as they have done for the past 50 years. But if history is any guide, exposure to real assets may be exactly what investors need to defend against higher and more volatile inflation.
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