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Ruffer

October 1, 2021

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

If there’s one thing investors do know for sure—it’s that bonds and equities can be used in combination to achieve a ‘balanced portfolio’.

At the simplest level, this means building portfolios with some equities for the good times, and bonds for the bad. Typically, in a 60/40 split.

September 21, 2021

What can they see that we can’t? Private equity bids for UK companies are soaring, while at the same time the UK stock market languishes at valuations well below US peers.

What can they see that we can’t? Private equity bids for UK companies are soaring, while at the same time the UK stock market languishes at valuations well below US peers.

Private equity bids for UK companies are soaring, while at the same time the UK stock market languishes at valuations well below US peers.

August 19, 2021

Floods in Europe, forest fires in North America and Australia—the impact and tragic results of climate change are starting to dominate the news.

Floods in Europe, forest fires in North America and Australia—the impact and tragic results of climate change are starting to dominate the news.

The actions taken by governments, companies and individuals in the next decade will be crucial if we are to limit the rise in global temperatures. The option of doing nothing has now passed, not just for the environment, but for companies and investors too.

July 12, 2021

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

July 1, 2021

Four interlinked areas deserve the attention of long-term investors: greater geopolitical instability; the digital revolution; domestic political changes in the advanced economies; and the rise of environmental, social and governance (ESG) considerations.

The coronavirus crisis has accelerated pre-existing tectonic shifts that are changing the world order.

Four interlinked areas deserve the attention of long-term investors: greater geopolitical instability; the digital revolution; domestic political changes in the advanced economies; and the rise of environmental, social and governance (ESG) considerations.

June 17, 2021

“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the US economy will likely boom,” Jamie Dimon, chief executive of JPMorgan Chase, said in May 2021.

The number of companies raising prices in the United States is at a 35-year high.

“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the US economy will likely boom,” Jamie Dimon, chief executive of JPMorgan Chase, said in May 2021.

“This boom could easily run into 2023 because all the spending could extend well into 2023.”

May 28, 2021

Water, in many ways, is a proxy for life itself. Civilisations have sprung from fertile river valleys and along the trading routes of the seas. For NASA, when searching for extra-terrestrial life, the guiding principle has been to ‘follow the water’.

Water, in many ways, is a proxy for life itself. Civilisations have sprung from fertile river valleys and along the trading routes of the seas. For NASA, when searching for extra-terrestrial life, the guiding principle has been to ‘follow the water’.

What is water scarcity?

May 20, 2021

Over the past five months investors put more money into equity funds than in the previous twelve years combined. It’s easy to see why.

Over the past five months investors put more money into equity funds than in the previous twelve years combined. It’s easy to see why.

There is a lot of spare money around. Central banks have flooded the economy with support and generous government subsidies have filled the gap for millions of individuals. Those who could, saved.

April 28, 2021

Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts into the economy.

Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts into the economy.

Whichever side of the inflation debate you are on, it makes sense to assess the impact inflation could have on portfolios. Most of today’s investors have never seen meaningful inflation in the whole of their professional careers. So, as we emerge from lockdowns and pent-up demand meets ongoing supply constraints, we consider how different asset classes might fare if inflation does return.

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