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inflation

November 4, 2022

Cash is trash. Cash is a melting ice cube. Going to cash is giving up... Ruffer investment director Duncan MacInnes says there's still life in the folding stuff yet!

Cash is trash. Cash is a melting ice cube. Going to cash is giving up.

Ruffer currently has the highest weighting to cash or cash-like assets in our history. We are concerned that liquidity is the new leverage and that a degradation of liquidity conditions poses an imminent danger to investor portfolios. 

So why, unlike other investment managers, are we comfortable owning cash today?

October 26, 2022

Minimising the negative societal consequences of an investment is no longer just a ‘Nice to have’. Investors today are increasingly prioritising positive and measurable environmental, governance or social outcomes alongside financial gains, says Russell Investments’ Samantha Steele.

Private equity markets have seen a surge of interest in impact investing in recent years. In a recent survey by Pitchbook, 65% of respondents managing external money said that they had offered impact strategies to their clients, up from 57% in 2021. However, challenges around transparency, reporting and access to opportunities are common. Here’s how a fund of funds approach can help.

October 17, 2022

It may be time for a bit of grin and bear it before we can once again look for reasons to be cheerful, says Steve Russell, investment director at Ruffer LLP.

Warning: the following contains explicit language of a bearish nature. Readers of a more nervous disposition may want to look away now…

Even after three consecutive quarters of losses in both equities and bonds, investors may not be out of the woods. So far, it has been a painful, but orderly repricing of risky assets. Now, we fear something worse - a liquidation.  

October 10, 2022

Recent policy actions by the British government highlight the principle that risks in the financial markets can emerge from outside the financial markets themselves, says John Silvia, founder of Dynamic Economic Strategy.

President of Dynamic Economic Strategy, former managing director and chief economist for Wells Fargo Securities, prolific author and in-demand financial expert, John Silvia gives Campden FB exclusive insight into why inflation remains the number one issue for investors.

October 4, 2022

In a world where people find themselves without the ability to pay commitments as they arise, forced selling drives prices, says Ruffer LLP chairman Jonathan Ruffer.

September 20, 2022

Despite the Bank of Japan resolutely sticking to its policy of negative interest rates and yield curve control in 2022, might it about to change course asks Jamie Dannhauser of Ruffer LLP?

So far in 2022, the Bank of Japan (BoJ) has resolutely stuck to its policy of negative interest rates and yield curve control (YCC), despite the dramatic hawkish shift from the US Federal Reserve (the Fed) and, more recently, the yen’s nosedive. Might the BoJ be about to change course?

September 6, 2022

You might not realise the impact that behavioural biases in investment decision making can have. But understanding behavioural finance can help in avoiding losses over the long term says Russell Investments.

You might not realise the impact that behavioural biases in investment decision making can have. But understanding behavioural finance can help in avoiding losses over the long term.
 

September 2, 2022

Anyone can be taken in by financial bubbles, says Lauren French of Ruffer LLP; that's why they're so dangerous.

Anyone can be taken in by financial bubbles; that's why they're so dangerous. It’s also why we at Ruffer believe that navigating bubbles – steering the ship safely past the Charybdis of irrational exuberance – is the most important duty we owe to our clients.

August 30, 2022

The ‘Curse of bigness’ is back: wealth and power are once more concentrated in just a handful of companies, says Laetitia East of Ruffer LLP.

The ‘Curse of bigness’ is back: wealth and power are once more concentrated in just a handful of companies [1].

President Theodore Roosevelt was hailed for dismantling the powerful monopolies which emerged from America’s industrial revolution. Does his trustbusting provide a blueprint for what investors can expect from a revitalised antitrust movement on Capitol Hill?

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