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

Regime change

Showing articles with the 'regime change' tag filter.
Buy and hold
Buy good companies. And own them forever. As investment approaches go, it is seductively simple. In a financial world that often looks confused, and in places absurd, buying and holding a portfolio of high-quality companies has evident appeal.
Cold War II
July 2020: Alexander Chartres, Investment Director and resident geopolitics specialist, explores the shifting sands of world order, focusing on the deteriorating relationship between the US and China.
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?
Cold War II
World order has never been so complex for investors. The US and China have entered a new phase of long-term strategic global competition.
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?
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