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Winning by not losing – protection strategies

Episode 13

Ruffer Radio
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Lauren French
Deputy Head of Private Wealth
Andrew van Biljon
Research Director
Rory McIvor
Investment Communications Specialist
 

Avoiding major drawdowns in markets is key to outperforming over the long-term.

It may sound obvious, but in a world of near universal asset vulnerability, it has seldom been more important to stand resolute against falling markets.

In this episode, Lauren French and Andrew van Biljon discuss Ruffer's approach to protecting against tail risks in the market and they lift the lid on some of the more creative strategies in the portfolio today. 

 

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Protecting capital
Protecting clients’ capital is the core of Ruffer’s investment approach. As the market landscape has evolved, so too have the strategies we use to achieve this objective. In this presentation we’ll look at historic examples of our protection strategies – what they were and how they were implemented. We’ll also discuss the risks we see in the current market environment and how we’re seeking to protect against these.
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Turbulence warning
The return of inflation has jolted markets. But investing for higher inflation is not the same as investing for inflation volatility – this presents and unique and complex problem for investors.
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The views expressed in this podcast are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Ruffer’s funds. The information contained in the podcast is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any investment decision. This podcast does not take account of any potential investor’s investment objectives, particular needs or financial situation. This podcast reflects Ruffer’s opinions at the date of publication only, the opinions are subject to change without notice and Ruffer shall bear no responsibility for the opinions offered. Read the full disclaimer.

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April 2024: Jonathan Ruffer discusses the stock market’s seemingly invincible summer. This has created distortions in both debt and equity markets, and with them, opportunities to benefit from a change in the season.
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Something new under the sun
Several new features of the global financial system have increased both the risk of a market crisis and its likely severity.
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Out of sight, out of mind
April 2024: Markets today are very different to the pre-2008 era. But has systemic risk been removed or relocated?
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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