Seeking good positive returns.
Come rain or shine.
Economic conditions of the last few decades have supported a long ascent in the majority of asset prices.
Investors must now confront conditions alien to most, potentially leading to a more painful descent.
In this webinar, Ruffer’s economist, Jamie Dannhauser will explore the key dynamics of this changed economic landscape.
We’ll discuss the apparent ‘Sophie’s choice’ facing central banks – recession or stagflation – and how the economy is evolving in the midst of renewed geopolitical crises.
As we pass the peak in asset prices, we’ll consider how investors can prepare portfolios for the descent.