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

The Green Line

A monthly chart, plus a short commentary
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A golden ticket?
January 2024: 2022 revealed the importance of asset correlations for investors trying to build resilient portfolios. When both equities and bonds fell together there were few places to hide. But as markets cheered falling inflation last year, that crucial lesson has become all too easily forgotten. This month’s Green Line looks at why inflation volatility matters most in this new investment regime and suggests investors may just have been offered a golden ticket out of trouble.
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A starter for yen
September 2023: The Bank of Japan has been marching to a different beat to other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates in a battle against inflation, a deflationary mist lingered over Japan. Until now…
A Hemingway moment for markets?
March 2023: As the sun now sets on 2023’s first earnings season, we fear equity markets are heading for a Hemingway moment. Jasmine Yeo explores why in our latest Green Line.
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An opportunity at our fingerTIPS
November 2022: Investors are facing a pernicious combination of volatile inflation and an impending recession. After the widespread sell-off across asset classes this year, Jasmine Yeo asks if there may now be an opportunity to take a calculated risk.
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Bonds behaving badly
April 2022: Traditional balanced portfolios rely on equities and bonds fulfilling their roles – equities for good times, bonds to cushion the bad. But after a torrid three months for markets, investors are being forced to tear up the rulebook.
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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