Seeking good positive returns.
Come rain or shine.
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.
In fact, there are four main types, each of which require a pilot to adopt a different strategy. The return of market, economic, rates and inflation volatility will demand a deft touch from portfolio managers – agility and timing will be crucial.
In this webinar chaired by Rory McIvor, Alex Lennard and Kate Forsyth provide the view from mission control and share the flight path of Ruffer portfolios for the year ahead.