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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Ruffer LLP
80 Victoria Street
London SW1E 5JL
Ruffer S.A.
103 boulevard Haussmann
75008 Paris, France
New York
Ruffer LLC
300 Park Avenue
New York NY 10022
Ruffer LLP
31 Charlotte Square
Edinburgh EH2 4ET

Market views

Career-ing into liquidation
The rapid demise of Silicon Valley Bank – the second-largest US bank failure in history – has caught markets by surprise. While we don’t expect a repeat of the 2008 global financial crisis, dismissing the broader risks to the financial system would be a mistake.
Case of the misplaced money
Portfolios are prepared for a potential liquidation event in asset markets, “a waterfall of the things that can be sold, as distinct from the ones that can’t.” This article from Grant’s Interest Rate Observer, speaking to Ruffer’s Chief Investment Officer Henry Maxey, explores these changing liquidity dynamics.