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

The Hemingway recession
In every market cycle comes a moment when investors, en masse, face a shocking revelation – when the improbable becomes unwelcome reality. Our fear is that we are fast approaching such a moment. Here, Economist Jamie Dannhauser discusses the fragility of today’s financial system, the likelihood of recession and the inability of central banks to remedy the inflation problem without significant cost for investors.
Demise of the deflation machine
The global economy has been inherently disinflationary since at least the early 1990s. The result: a generation of investors who have never had to take inflation risk seriously.