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Market Insight

April 27, 2021

The whole ‘death of the office’ shtick has been subject to many articles over the last six months, but this is not one of them. It is, however, about how offices remain an investable asset, how the perception of offices is changing and why family offices should be looking to acquire them sooner rather than later.

The whole ‘death of the office’ shtick has been subject to many articles over the last six months, but this is not one of them. It is, however, about how offices remain an investable asset, how the perception of offices is changing and why family offices should be looking to acquire them sooner rather than later.

Currently, there is a unique window of opportunity, particularly in the regions, as a large chunk of the institutional and fund investor population is currently sitting on the side-lines.

April 21, 2021

In lockdown, I have been watching the blockbuster Deutschland 89. There’s a moment in the hours before the fall of the Berlin Wall when the top-dog commissar considers whether to shoot himself—but a little piece of hemp consoles him with the thought that times of change are times of opportunity, times that bring up new winners.

In lockdown, I have been watching the blockbuster Deutschland 89. There’s a moment in the hours before the fall of the Berlin Wall when the top-dog commissar considers whether to shoot himself—but a little piece of hemp consoles him with the thought that times of change are times of opportunity, times that bring up new winners.

March 31, 2021

The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. And with it a monumental risk—bonds and equities falling in tandem.

The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. And with it a monumental risk—bonds and equities falling in tandem.

Investors’ great fear

March 24, 2021

In this latest survey by Russell Investments, 50 leading bond and currency managers considered valuations, expectations and outlooks for the coming months. What are the inflation expectations going forward and will higher rates in the developed world dent the previous optimism for emerging market debt?

In this latest survey by Russell Investments, 50 leading bond and currency managers considered valuations, expectations and outlooks for the coming months.

March 4, 2021

The UK Chancellor, Rishi Sunak, announced his 2021 UK Budget with two significant goals: To provide support for households and businesses through the final stage of the coronavirus pandemic and to provide a roadmap for how the government plans to reduce the fiscal deficit over time and pay for pandemic support measures.

The UK Chancellor, Rishi Sunak, announced his 2021 UK Budget with two significant goals:

1. Provide support for households and businesses through the final stage of the coronavirus pandemic.

2. Provide a roadmap for how the government plans to reduce the fiscal deficit over time and pay for pandemic support measures.

March 2, 2021

Bethany McLean, journalist and author of several books about businesses gone wrong, is the guest in the latest episode of Ruffer Radio.

Bethany McLean, journalist and author of several books about businesses gone wrong, is the guest in the latest episode of Ruffer Radio.

McLean specialises in casting light on the shadier corners of the financial world, renowned for her exposé of the Enron scandal in the early 2000s.

February 22, 2021

Amundi Real Assets organises an interactive European webinar with Preqin, KKR and Ardian to discuss and debate around the challenges and opportunities in infrastructure investing today.

Amundi Real Assets organises an interactive European webinar with Preqin, KKR and Ardian to discuss and debate around the challenges and opportunities in infrastructure investing today.

February 18, 2021

We all know that 2020 was an incredible, and terrible, year. The pandemic caused the worst recession for centuries, along with an appalling death toll and suffering. Meanwhile financial assets pushed ever upwards, surfing a wave of liquidity meant to counteract the impact of the pandemic.

We all know that 2020 was an incredible, and terrible, year. The pandemic caused the worst recession for centuries, along with an appalling death toll and suffering. Meanwhile financial assets pushed ever upwards, surfing a wave of liquidity meant to counteract the impact of the pandemic.

The chart below shows that it was also a record year for share issuance, surpassing even the heady days of 1999-2000.

February 2, 2021

Some beneficiaries discover that faith in fiduciaries can be misplaced. A combination of events, poor decision making, or even malign actors can see the value of fortunes thought to be in safe hands wiped out. 

Some beneficiaries discover that faith in fiduciaries can be misplaced. A combination of events, poor decision making, or even malign actors can see the value of fortunes thought to be in safe hands wiped out.

What should a beneficiary in such a position do next? The first step is to obtain information.

Information gathering

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