Matt_Smith

Matt Smith

Fund Manager
Joined Ruffer in 2011 after graduating from the University of Edinburgh with a first class honours degree in history and German. Initially working with Ruffer’s institutional portfolio management team, he spent 2015 seconded to Ruffer’s Hong Kong office as an equity analyst. A deliberate macro generalist with a strong affinity for economic history, Matt has been a fund manager in Ruffer’s investment team since 2019. He is a Partner in the firm and a Fellow of the CISI.
Articles by Matt
Ruffer Review
The road to hell is paved with gold intentions
Winston Churchill's 1925 decision to rejoin the gold standard led to a spectacular boom and bust – and arguably the Second World War. The real question it poses for us: is sound money simply incompatible with full franchise democracy?
10 mins | Matt Smith
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Ruffer Radio
Survival at 5?
January 2024: Can the economy and markets survive interest rates at 5%? Not for long, suggests fund manager Matt Smith – either interest rates must come down or asset prices do.
16 mins | Matt Smith, Rory McIvor
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Ruffer Radio
Ruffer round up Q4 21
January 2022: Investment Director Matt Smith looks ahead to 2022, we briefly review the investments which worked well (and those that didn’t) and assess the opportunities and challenges arising from the return of economic, market and inflation volatility.
16 mins | Matt Smith, Rory McIvor
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