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Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
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Short dreams, long reality
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.
Taking back control?
In the late 1970s, the world was on the cusp of radical change. The ‘Deflation Machine’ was being born. Deng Xiaoping began reforming China’s moribund economy. In the West, liberal, free-market ideals were gaining traction, ideals that underpinned the subsequent regime of rapid, disinflationary global growth.
Staying power versus paying power
March 2022: Central bankers tell us the current burst of inflation will be transitory and workers will not mind the temporary squeeze on their living standards. In today’s full employment economy, this is not convincing. The implied policy response is flawed, potentially even reckless.
MMT on the march?
The response to this economic crisis has moved away from the old monetary regime to one where fiscal policy has become more important.
Make America Inflate Again
Our era of price stability is coming to an end. Expect regime change, and a more inflationary future. There are lessons from 1960s America.
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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