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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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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

All articles

Things can only get better?
June 2024: A recovery in the relative fortunes of the UK stock market has been predicted many times before, but almost always based solely on valuation grounds. But are there additional catalysts that could take the UK market from laggard to leader?
The Adventures of a Capitalist
Mark Twain’s literary career was brilliant and lucrative. Whilst similar success eluded him in business, his literary public admired his ambition, a reflection of the age.
Blue Frontier – Taming the Wild West of the High Seas
A new UN treaty aims to protect marine habitats and oceans’ resources more equitably. But will these reforms be too little too late?
Getting to the bottom of the dollar
Today, the dollar reigns supreme as the world’s principal reserve currency. But how did it reach this position? And how long can it stay there?
Material world
May 2024: Compared to equities, commodities are trading as cheaply as they have done for the past 50 years. But if history is any guide, exposure to real assets may be exactly what investors need to defend against higher and more volatile inflation.
Annual Stewardship Report
Our 2023 report captures our key stewardship activities during the year and outlines some important enhancements to our methodology and processes.
Ugly ducklings
April 2024: Duncan MacInnes joins Rory McIvor to reflect on Q1 performance and discuss some of the portfolio’s key positions including gold and silver, derivative protections and the yen.
Minds over matter
Whilst technology has transformed stock markets over the centuries, they are underpinned by human traits like fear and greed, which remain unaltered. But one key recent change has been to markets’ purpose, and this risks severe instability.
Q1 2024 Report
In this quarter's report, we shine a spotlight on our recent engagements with BP and Ryanair and show how our approach to energy transition plans works in practice to help identify sources of both risk and opportunity.
Out of sight, out of mind
April 2024: Markets today are very different to the pre-2008 era. But has systemic risk been removed or relocated?
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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