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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All-weather investing
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London
80 Victoria Street
London SW1E 5JL
Directions | Map +44 (0)20 7963 8100
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Directions | Map +44 (0)131 202 1602
Paris
103 boulevard Haussmann
75008 Paris, France
Directions | Map +33 (0)1 88 45 02 54

Techtonics

A Ruffer webinar
37 mins | Webinars
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Alexander Chartres
Fund Manager
India White-Spunner
Senior Investment Associate
Rory McIvor
Investment Communications Specialist
1 March 2021

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.

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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.
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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.
our thinking
16 November 2023
So you want stock TIPS?
November 2023: After a bond market rout commensurate with the steepest and fastest rate hiking cycle in a generation, is there now a case for adding fixed income into portfolios? Perhaps - there might even be two. In this month’s green line, Fund Manager Duncan MacInnes looks at the cyclical and structural cases for inflation-linked bonds.
Duncan MacInnes
3 mins | Green Line
18 October 2023
It's a very, very mad world
October 2023: Some extraordinary dynamics have emerged in markets in 2023. None more startling than the breakdown of the typical relationship between bond yields and equity valuations – especially mega-cap tech stocks. So far, it’s been bond investors who have endured the pain of rising real yields. But is an equity market repricing – reflective of stickier inflation and ‘higher for longer’ rates – the shoe that’s yet to drop?
Steve Russell
3 mins | Green Line
11 October 2023
Responsible Investment Report
We outline some of the difficulties of engaging when it comes to commodity investments and explain our efforts to find ways around them. This quarter's engagements in focus are with BAT, ArcelorMittal and Perseus Mining.
28 mins | Responsible investment
9 October 2023
Ruffer Radio: From the Chairman
July 2023: In this quarter’s episode of Ruffer Radio, Chairman Jonathan Ruffer shares his perspectives on the evolution of Ruffer’s all-weather investment approach since founding the firm in 1994. Jonathan reflects on the genesis of the firm, making mistakes, the character traits that shape his investment style, and the challenges and opportunities facing investors today. And crucially, how these are reflected in the Ruffer portfolio.
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Jonathan Ruffer, Rory McIvor
30mins | Ruffer Radio
OUR THINKING
contact

ruffer@ruffer.co.uk

Ruffer LinkedIn
London
80 Victoria Street
London SW1E 5JL
Directions | Map +44 (0)20 7963 8100
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Directions | Map +44 (0)131 202 1602
Paris
103 boulevard Haussmann
75008 Paris, France
Directions | Map +33 (0)1 88 45 02 54