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Crossing the Rubicon

Navigating a new world disorder
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Alexander Chartres
Fund Manager

Investors face one of the most complex market environments in history. 

Simultaneous shifts in the global energy system, geopolitics, demography, technology and much else besides promise a more inflation-prone and volatile world ahead. This brings with it elevated risks, but also potential rewards. Amidst all the uncertainty, this presentation will examine what investors can have conviction about. 

Alexander Chartres speaks at our 2022 Investment Conference about these risks and what we are doing to help steer our clients through them.

 

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Alexander Chartres
Fund Manager
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Piers Wheeler
Director – Institutional
Developing and executing asset management strategy for capital raising and strategic relationship management. Coverage includes EMEA, Asia and Australia. Piers joined Ruffer in 2021, having previously worked with asset management firms including Eastspring, AMP Capital and LEK as a strategic consultant. He holds a MA from the Bayes Business School and a BA (Hons) from the University of Oxford.
Annabel Paterson
Annabel Paterson
Senior Associate – Institutional
Joined Ruffer in 2021, having graduated with a first class honours degree in land economics from the University of Cambridge. After two years working with the UK Private Wealth team and completing her IMC and CFA Level I qualifications, she now supports Ruffer’s global business development and client servicing efforts.
This video 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. 
The Ruffer Review 2026
At a time of increasing political, economic and market disequilibrium, the Ruffer Review 2026 assesses a broad range of risks – and unearths some underappreciated opportunities.
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Iliads and Odysseys
We have entered a new era, where hard power rules. Safely navigating this New World Disorder will require the agile intelligence of Odysseus.
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Strait lines, narrow choices
Apr 2026: With oil prices soaring, what will the impact on the global economy be? And how will policymakers react? We make the case for a stagflationary shock, but not all economies will be affected equally.
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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