All articles

Grain expectations
Jun 2026: Relative to oil, agricultural commodities are underpricing geopolitical risk, and we think they offer an asymmetric hedge as fertiliser constraints could put upward pressure on crop prices.
Podcast: The Personal Investor, Fidelity UK
Fund Manager Jasmine Yeo joins Ed Monk on Fidelity's Personal Investor podcast to talk about why traditional investing models are under pressure. They also discuss which alternatives could help grow your portfolio.
Podcast: Money Makers Investment Trusts
Editor Jonathan Davis speaks to Fund Manager Jasmine Yeo and Charlie Morris, founder of Bytetree Research.
Webinar: Interactive Investor
Fund Manager Jasmine Yeo joins Victoria Scholar and James Harries of STS Global Income & Growth Trust to assess the outlook for the FTSE 100 and FTSE 250 and whether UK markets could deliver another resilient year.
The price of popularity
Feb 2026: Ahead of the mid-terms, can President Trump raise households’ morale without rocking markets?
Podcast: Investors’ Chronicle
Fund Manager Jasmine Yeo talks to Investors’ Chronicle about bonds, commodities and the end of US exceptionalism.
Time up for traditional asset allocation?
We believe the global economy has entered a new era of higher and more volatile inflation. To navigate it, investors will need to allocate to a broader range of assets. And then manage them actively.
The Year of the Snake
January 2025: After US equities’ strong gains over the past two years, we think the best opportunities for 2025 may lie in overlooked assets elsewhere in the world.
Leaving the pack
July 2024: Investors are herding into a narrow market and propelling stocks to new highs. Fund Manager Jasmine Yeo joins Rory McIvor to explain why this is a market well worth insuring against.
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.
Read
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