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Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
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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

The Ruffer Review

Our annual publication, sharing some investment thinking
Echoes of ’87
Two crises nearly 40 years apart – the first in equities, the second in crypto – display stark similarities. Learning the lessons of these meltdowns could help to build more resilience in both markets.
Crude awakenings
The shale revolution transformed US oil and gas output, profoundly altering the global energy balance. If the shale boom is now over, that will have enormous geopolitical and economic consequences.
Narratives and the shifting market mindset
Stories are increasingly driving markets, outweighing the fundamentals. We analyse how this dynamic works – and how to avoid getting caught in the downdraft.
Reabsorbing ESG
ESG analysis should never have become a separate discipline. We believe bringing its component parts back into fundamental research should help to deliver sustainable value creation.
Inside the cult of equities
Equities’ popularity has grown in recent years, especially in the US. Their current status is deserved – but we need to remember some important lessons from financial history.
Remembering the forgotten man
Populism feels alien but is in fact nothing new. We explore three previous populist episodes in the US to help us better understand the implications for Western governments today.
Whit’s fur ye’ll no go by ye
A diverse set of skills and experience can help firms to avoid groupthink. Read how training and then working as an opera singer has helped one of our fund managers.
Living in von Neumann’s shadow
John von Neumann made major contributions to the development of atomic weapons and AI. Understanding his thinking about these existential threats is of particular relevance today.
Six mindsets for greatness
Guest contributor Jake Humphrey talks about Game Plan, which uses lessons from his High Performance Podcast to teach young people the secrets behind high achievers’ success.
A market miscellany
China’s investment in higher education and STEM subjects has caused patent applications to skyrocket. It’s all part of Beijing’s plan to overtake the West in innovation.
Read
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