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.
All-weather investing
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London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France

Being wary of fraud online

For the most part, the world has moved online.
Unfortunately, fraudsters and criminals have followed.
Ruffer LLP
Alexandra Ringer
Director – Business Risk and Resilience

At Ruffer we seek to be vigilant, and we urge our clients to do the same.

This means being wary of impersonations and requests for personal information. For example, we are aware the Ruffer name has recently been misused on Instagram in an attempt to access money fraudulently from people. 

If you are a Ruffer client, please only get in touch with us the way you always have: over the telephone or by email with your usual Ruffer contact. If you’re in any doubt, please speak to us on +44 (0)20 7963 8100 or via ruffer@ruffer.co.uk

The National Crime Agency have laid out some useful guidance to help protect against fraud. They suggest you –

  • Stop: taking a moment to stop and think before parting with your money or information could keep you safe
  • Challenge: could it be fake? It’s ok to reject, refuse or ignore any requests. Only criminals will try to rush or panic you
  • Protect: contact your bank immediately if you think you’ve fallen for a scam and report it to Action Fraud

There are also other useful sources of information on how you can protect yourself, including the FCA, the Information Commissioner and the national Stop, Take Five campaign. 

Remember, if you think you have received a communication from a fraudulent party, please report this to Action Fraud and break off any contact with the suspected fraudster.

2020 Q1 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.
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Markets now and next
April 2020: Duncan MacInnes discusses covid-19: how it has changed the investment landscape, the impact on the Ruffer portfolio and what could happen next.
Read
Ruffer Review 2020
Download our 2020 edition of the Ruffer Review. It covers everything from a new Cold War to the likely impact of the post-crisis surge in government spending.
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our thinking
So you want stock TIPS?
November 2023: After a bond market rout commensurate with the steepest and fastest rate hiking cycle in a generation, is there now a case for adding fixed income into portfolios? Perhaps - there might even be two. In this month’s green line, Fund Manager Duncan MacInnes looks at the cyclical and structural cases for inflation-linked bonds.
It's a very, very mad world
October 2023: Some extraordinary dynamics have emerged in markets in 2023. None more startling than the breakdown of the typical relationship between bond yields and equity valuations – especially mega-cap tech stocks. So far, it’s been bond investors who have endured the pain of rising real yields. But is an equity market repricing – reflective of stickier inflation and ‘higher for longer’ rates – the shoe that’s yet to drop?
Responsible Investment Report
We outline some of the difficulties of engaging when it comes to commodity investments and explain our efforts to find ways around them. This quarter's engagements in focus are with BAT, ArcelorMittal and Perseus Mining.
Ruffer Radio: From the Chairman
July 2023: In this quarter’s episode of Ruffer Radio, Chairman Jonathan Ruffer shares his perspectives on the evolution of Ruffer’s all-weather investment approach since founding the firm in 1994. Jonathan reflects on the genesis of the firm, making mistakes, the character traits that shape his investment style, and the challenges and opportunities facing investors today. And crucially, how these are reflected in the Ruffer portfolio.
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OUR THINKING
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France