Vimeo
LinkedIn
Instagram
Share |

demand

August 2, 2021

Inflation is back, but for how long? Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Inflation is back, but for how long?

Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Click the image below to play the podcast.

July 12, 2021

We have been talking of inflation for well over a decade—which is not the same thing as calling its timing. An impasse was created by the failure of the economy to grow after the 2008 crisis—all the risks (as we patiently explained) were deflationary, and in vain did the central banks and governments try to force an inflationary impulse into a sluggish world. Their primary weapon? An invention, deployed on a grand scale—quantitative easing (QE to its friends).

I am writing this just before a US inflation report which, to quote Bloomberg, “May provide clues on the monetary-policy outlook; S&P futures were little changed, as were European stocks [awaiting] the next policy statement from the European Central Bank…”

June 11, 2021

Mills family sells majority Medline stake in $34 billion private equity ‘club deal’, Ferrero takes another bite out of biscuit market with $509 million Burton’s deal, Auto heiress Alexandra Ford English becomes first female Ford director.

Mills family sells majority Medline stake in $34 billion private equity ‘club deal’

The fourth-generation Mills family which owns Medline Industries, the largest US privately held manufacturer and distributor of healthcare supplies, looks set to seal one of the largest private equity deals since the Global Financial Crisis.

May 27, 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?

April 27, 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.

March 29, 2021

Private debt markets have grown rapidly since the Great Financial Crisis, with global assets under management tripling from $275 billion in 2009 to more than $850 billion in 2019. The European market accounts for about a third of these assets.

Private debt markets have grown rapidly since the Great Financial Crisis, with global assets under management tripling from $275 billion in 2009 to more than $850 billion in 2019. The European market accounts for about a third of these assets.

February 12, 2021

A Canadian next-generation entrepreneur says more families are investing sustainably in forestry to achieve their impact goals and for the long-term inflation-proof returns of timber as an asset in their portfolios.

A Canadian next-generation entrepreneur says more families are investing sustainably in forestry to achieve their impact goals and for the long-term inflation-proof returns of timber as an asset in their portfolios.

Michael Ackerman (pictured), 38, is the president and chief executive of EcoForests Asset Management. His socially responsible boutique forestry investment management company is headquartered in Toronto and operates 45 plantations in Latin America.

April 24, 2020

Warburtons focuses on core bread products to meet rising demand, JCB produces medical visors and housing for Dyson’s ventilator, Hays Travel starts to bring back furloughed staff and offers travel guarantee.

Warburtons focuses on core bread products to meet rising demand

British family baking business Warburtons has adapted to the demands of the coronavirus lockdown by narrowing its range of products, requiring fewer staff in factories who may fear for their health.

April 23, 2020

These are unprecedented and unpredictable times for family businesses of every shape and size. Whilst many are in survival mode, others may have started to consider the future, rethinking what their operating model looks like.

These are unprecedented and unpredictable times for family businesses of every shape and size. Whilst many are in survival mode, others may have started to consider the future, rethinking what their operating model looks like.

The tendency for family firms to pull together in times of crisis stands them in good stead—but as the world adjusts to its new normal, opportunities will open up for family businesses to continue to thrive in a post Covid-19 world.

Click here >>
Close