Vimeo
LinkedIn
Instagram
Share |

markets

March 17, 2022

Inflation is running hot, even before wage-price pressures have begun says Ruffer LLP economist Jamie Dannhauser.

Inflation is running hot, even before wage-price pressures have begun says Ruffer LLP economist Jamie Dannhauser.

Central bankers tell us the current burst of inflation will be transitory and workers will not mind the temporary squeeze on their living standards.

In today’s full employment economy, this is not convincing. The implied policy response is flawed, potentially even reckless.

March 3, 2022

Increasing inflation volatility represents the greatest challenge to investors for a generation. A new regime and the collapse of the financial market status quo requires us to reimagine portfolios. No longer can we rely on yesterday’s logic says Ruffer’s chief investment officer Henry Maxey.

Increasing inflation volatility represents the greatest challenge to investors for a generation. A new regime and the collapse of the financial market status quo requires us to reimagine portfolios. No longer can we rely on yesterday’s logic.

“Inflation is the endgame. Just brace for inflation volatility first.”

This was the punchline of my 2021 Ruffer Review article.

December 7, 2021

As the appetite for venture capital investing increases among family offices, it is important to take a closer look at the origins and structural differences between a family office and venture capital fund to assess their relative strengths and weaknesses in the context of risk in private capital technology investments.

As the appetite for venture capital investing increases among family offices, it is important to take a closer look at the origins and structural differences between a family office and venture capital fund to assess their relative strengths and weaknesses in the context of risk in private capital technology investments.

December 2, 2021

Growth equity is focused on the space between venture capital and traditional private equity. Investments are made often as a large minority stake into companies at earlier stages with proven product/market fit, that are unprofitable or structurally profitable.

Growth equity is focused on the space between venture capital and traditional private equity. Investments are made often as a large minority stake into companies at earlier stages with proven product/market fit, that are unprofitable or structurally profitable.

October 6, 2021

With a global presence in more than 150 countries, Medtronic has a deep footprint in the cardiovascular, medical surgical, neuroscience and diabetes MedTech sectors.

With a global presence in more than 150 countries, Medtronic has a deep footprint in the cardiovascular, medical surgical, neuroscience and diabetes MedTech sectors.

We are pleased to report that in our mission to alleviate pain, restore health and extend life, we have had a positive impact on more than 72 million patients during the year despite pandemic-related challenges.

August 3, 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

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.

June 23, 2021

Qualifying family offices and private investors will hear exclusive proposals from the presenters of a 3D printing technology fund, an aerial mobility fund, a luxury eco-resort and an indoor vertical farm enterprise at the 11th virtual Campden Wealth Funds and Direct Investments Event on 8 July.

Qualifying family offices and private investors will hear exclusive proposals from the presenters of a 3D printing technology fund, an aerial mobility fund, a luxury eco-resort and an indoor vertical farm enterprise at the 11th virtual Campden Wealth Funds and Direct Investments Event on 8 July.

Each of the four investment opportunities will be introduced in 15-minute slots to all family offices and investors who will be able to ask questions and discuss the potential returns.

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.

Click here >>
Close