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.
All-weather investing
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London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France

All articles

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Back to the future
Last year, fortune favoured the brave investor, one who looked through inflation and policy uncertainty and loaded up on mega-cap tech stocks. We review Ruffer’s 2023 performance, and explain why markets may have to look further back than last year to see what might come next.
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Rethinking portfolio construction
Fund Manager Alex Lennard and Lawrence Parker-Brown from The Inside Network discuss Ruffer’s outlook for markets and portfolio construction amid major regime change.
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Are we there yet?
Twelve months ago, we warned there would be turbulence ahead. Since then we have seen double-digit inflation, one of the fastest rate-hiking cycles in modern history and ‘defensive’ portfolios lose 20% of their value. Battle worn investors are hoping for respite, but is the worst behind us? In this webinar we discuss the challenges and opportunities still to come in the journey through a much-changed market landscape.
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Goodbye Mr Bond
June 2021: For over 40 years, bond investors have been handsomely rewarded. Inflation was exiled after the 1970s and interest rates have marched down the hill ever since. Barring the occasional hiccup along the way, bond prices have risen and delivered exceptional returns to their holders – especially during bouts of stress in equity markets.
Book review – Dignity
Seeking respect in back row America.
Book review – Disrupted
Candy walls and the cult of a company.
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London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France