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Come rain or shine.

Ruffer LLP
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London
80 Victoria Street
London SW1E 5JL
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31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France

All articles

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Investment Review
January 2021: A changing of the guard is also the way of the world – and on its way. We are preparing for a time when high taxes – on capital gains, wealth, and income – effectively constrain capital accumulation.
The K is not OK
December 2020: The consensus is we are in a K shaped recovery - that means winners and losers. What impact will this have on the economy and will the vaccine change its course?
Charity finances through a pandemic
July 2020: To help navigate these uncertain times, here is a quick guide for trustees, stewards and advisors in the third sector.
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Ruffer Radio: Markets now and next
April 2020: Duncan MacInnes discusses covid-19: how it has changed the investment landscape, the impact on the Ruffer portfolio and what could happen next.
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Investment Review
April 2020: When the elements speak, elemental forces are unleashed, and it is important, in the middle of this storm, to capture the right tone of voice.
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Investment Review
January 2020: The year of 2019 was one when many of the six impossible things before breakfast remain unresolved – with the shining exception of Brexit, and the wider resolution of domestic politics.
Investment Review
July 2019: When the Governor of the Bank of England speaks, it is always worth listening to, and he is on to something when he writes about market liquidity; he is surely right to flag the dangers of the narrow exit doors in a crowded investment room.
Investment Review
April 2019: ‘Timing is everything’ runs the investment cliché – actually it’s not: being right is better. In any event, spare a thought for the writer of this investment review who has been told that it must be in final form by 27 March.
2018 – Investors have had nowhere to hide
December 2018: Almost every major asset class has posted negative returns
The tortoise and the hare?
September 2018: Japan retakes title of second-largest stock market from China
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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