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Techtonics

A Ruffer webinar
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Alexander_Chartres
Alexander Chartres
Investment Director
India White-Spunner
Senior Investment Associate
Rory McIvor
Rory McIvor
Investment Communications Specialist

Lending money to a company or government – in exchange for small, fixed return, payable at a fixed future date – sounds like a sensible, if slightly dull, investment proposition.

From the green economy to the new Cold War, cyber Pearl Harbors to a reimagining of inflation and money itself – technological change has radical consequences for investors. We will look at the key challenges and opportunities in the age of transformation.

The seminar is chaired by Rory McIvor, a Senior Associate at Ruffer. He is joined by Alexander Chartres, Investment Director and India White-Spunner, Senior Investment Associate.

DOWNLOAD SLIDES

The Great Acceleration
The coronavirus crisis has accelerated pre-existing tectonic shifts that are changing world order. Four interlinked areas deserve the attention of long-term investors: greater geopolitical instability; the digital revolution; domestic political changes in the advanced economies; and the rise of environmental, social and governance (ESG) considerations.
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Cold War II
World order has never been so complex for investors. The US and China have entered a new phase of long-term strategic global competition.
Read
Turbulence ahead
February 2022: Volatility (turbulence for the sake of this metaphor) will be the key challenge for investors in 2022. Loose financial conditions have added an extra hundred knots to markets over the past two years and autopilot has worked just fine. But not all turbulence is the same.
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This webinar is issued by Ruffer LLP (Ruffer) and is intended for circulation in the UK or EEA, residents of the United States, Hong Kong, Singapore, Israel, UAE and Kuwait, Wholesale Clients in Australia and their UK based advisers and should not be shared with any other person. The views expressed in this webinar do not constitute an offer or invitation to provide separate account, discretionary management or other fund management services and Ruffer is not licensed to provide such services in the United States, Hong Kong, Singapore or Kuwait and relies on an exemption from the licensing requirement in Australia. Neither are the views expressed intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, and no such offer or solicitation will be made until the time a qualified offeree receives a prospectus containing important information, and only in those states or jurisdictions where permitted by law. The information contained in this webinar does not constitute investment advice and should not be used as the basis of any investment decision. References to specific securities are included for the purposes of illustration only and should not be construed as a recommendation to buy or sell these securities.
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France