WELCOME TO RUFFER

All-weather investing

Seeking consistent positive returns.

Come rain or shine.

Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
Location
Select your Location
Visitor Type
Select investor type
Select investor type
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

Naming and taming the bear

From leverage to liquidity
Pause icon
0.00
0:00
Volume icon
Fullscreen icon
Play icon
Jos North
Head of UK Institutional & Wholesale
Jasmine Yeo
Fund Manager
The indiscriminate grind down in asset prices this year has left both bonds and equities in bear market territory.

In this webinar, two of Ruffer's flagship fund managers Jos North and Jasmine Yeo join Rory McIvor to describe the nature of the bear market we face and introduce the thinking behind Ruffer’s fears of a liquidation event in markets. They reflect on the investment strategies that have prevailed in previous bear markets and what might work to tame the bear this time around. 

DOWNLOAD SLIDES

Ruffer round up Q3 22
October 2022: Investment Manager Jasmine Yeo joins Rory McIvor to review a quarter of dizzying market activity. They discuss the volatility of UK gilts over recent weeks, consider the potential for a liquidation event in asset markets and provide a portfolio update.
Read
2022 Q3 Investment Review
October 2022: In his latest quarterly review, Jonathan Ruffer reflects on the possibility of an imminent liquidity crisis in markets and looks at why even the safest assets might not prove very safe at all.
Read
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.
Read
This video is issued by Ruffer LLP (Ruffer) and is intended for circulation in the UK or EEA, residents of the United States, Hong Kong, Singapore, Israel, UAE and Kuwait, Wholesale Clients in Australia and their UK based advisers and should not be shared with any other person. The views expressed in this webinar do not constitute an offer or invitation to provide separate account, discretionary management or other fund management services and Ruffer is not licensed to provide such services in the United States, Hong Kong, Singapore or Kuwait and relies on an exemption from the licensing requirement in Australia. Neither are the views expressed intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, and no such offer or solicitation will be made until the time a qualified offeree receives a prospectus containing important information, and only in those states or jurisdictions where permitted by law. The information contained in this webinar does not constitute investment advice and should not be used as the basis of any investment decision. References to specific securities are included for the purposes of illustration only and should not be construed as a recommendation to buy or sell these securities. 
Minds over matter
Whilst technology has transformed stock markets over the centuries, they are underpinned by human traits like fear and greed, which remain unaltered. But one key recent change has been to markets’ purpose, and this risks severe instability.
Read
Investment Review
April 2024: Jonathan Ruffer discusses the stock market’s seemingly invincible summer. This has created distortions in both debt and equity markets, and with them, opportunities to benefit from a change in the season.
Audio icon
Read
Out of sight, out of mind
April 2024: Markets today are very different to the pre-2008 era. But has systemic risk been removed or relocated?
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