All-weather investing

Seeking good positive returns.

Come rain or shine.

Ruffer LLP
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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

On starlings and casinos
Prospect theory, complex systems research and the work of two physicists can help investors make better decisions.
Behind the illusion of stability
The epicentre of risk in the financial system has moved.
Natural capital: why investors should care 
For investors, natural capital is no longer purely an environmental concern. It is also a financial one that should not be ignored. Changes to our natural capital will affect entire sectors bringing investors both opportunities and risks. A deep understanding of these issues will leave investors well place to make good investment decisions.
Book review – Disrupted
Candy walls and the cult of a company.
A new world disorder?
World order encompasses everything: it is a neglected driver of long-term returns. What might today’s tectonic shifts mean for investors?
TINA turning?
February 2019: Rising returns on cash may cause investors to withdraw from riskier assets such as equities and corporate bonds
Triple B or not triple B? That is the question…
January 2019: Growing risks in corporate debt markets spell big trouble – and big opportunities
Investment Review
January 2019: “I thought you chaps at Ruffer said that you’d never lose money for me – what’s gone wrong?”
2018 – Investors have had nowhere to hide
December 2018: Almost every major asset class has posted negative returns
Brexit bargains for Christmas?
November 2018: UK stocks are attractive on a free cash flow basis compared with the rest of the world
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France