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Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
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Inflation

Showing articles with the 'inflation' tag filter.
Covid-19 and the dawn of a new market era
April 2020: The era of monetary dominance is over. Helicopter money signals investment regime changes ahead.
Will covid-19 cause a recession?
March 2020: February saw concerns over coronavirus truly go global. Whilst public safety and containment of the outbreak must clearly be the primary concern, for financial markets the key question is will the virus cause a recession?
Modern Monetary Theory
Stephanie Kelton, guest speaker at Ruffer’s Family Office Conference in November 2019, is a leading authority on Modern Monetary Theory. She sees MMT as a disruptive force.
Dismantling the deflation machine
Seeking to escape the inflation of the 1970s, policymakers have inadvertently engineered an equally powerful deflation machine.
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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.
Are there dangers lurking in the risk profiling process?
What risk profile is Ruffer? This is a simple question. The short answer is ‘4’. But what does a ‘4’ really mean?
Heads you win… tails you win?
May 2019: Can you have your cake and eat it with index-linked bonds?
Infini-QE: helicopter money
April 2019: Central bank policies have favoured the ‘haves’ and the ‘have yachts’. Quantitative easing in the next crisis might look very different
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.
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.
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France