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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?

August 22, 2022

This year, the global population surpassed eight billion people. The extraordinary population growth over the past century has relied upon, and been enabled by, the birth of vast industrial farming systems. Food, on aggregate, is plentiful. Yet today, the dual issues of food security and sustainability loom as large as they have done in the post-industrial era. These megatrends present sources of both investment risk and opportunity, says Harry Sevier of Ruffer LLP.

This year, the global population surpassed eight billion people.

The extraordinary population growth over the past century has relied upon, and been enabled by, the birth of vast industrial farming systems. Food, on aggregate, is plentiful. Yet today, the dual issues of food security and sustainability loom as large as they have done in the post-industrial era. These megatrends present sources of both investment risk and opportunity.

July 15, 2022

It is hard to overstate how far free and unlimited central bank liquidity has rewired the financial system. As central bankers extract themselves from the monetary rabbit hole they have burrowed their way into, the damage to traditional portfolios is likely to be considerable, says Jamie Dannhauser of Ruffer LLP.

It is hard to overstate how far free and unlimited central bank liquidity has rewired the financial system. As central bankers extract themselves from the monetary rabbit hole they have burrowed their way into, the damage to traditional portfolios is likely to be considerable.

This tightening of monetary policy is happening because inflation has returned – with a vengeance. Central banks are lifting short-term interest rates at a brisk pace. But there is an additional danger for liquidation-prone markets: quantitative tightening (QT).

June 20, 2022

Investors face one of the most complex market environments in history, says Ruffer LLP investment director Alexander Chartres.

Investors face one of the most complex market environments in history.

Simultaneous shifts in the global energy system, geopolitics, demography, technology and much else besides promise a more inflation-prone and volatile world ahead. This brings with it elevated risks, but also potential rewards.

Amidst all the uncertainty, this presentation from Ruffer LLP Investment Director Alexander Chartres will examine what investors can have conviction about.

April 4, 2022

China’s bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time. Collectively, they promise generational upheaval. But decades of peace and stability have left markets, politics, economies and societies complacent and vulnerable. It’s going to get bumpy says Ruffer LLP investment director Alexander Chartres.

China’s bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time. Collectively, they promise generational upheaval. But decades of peace and stability have left markets, politics, economies and societies complacent and vulnerable. It’s going to get bumpy says Ruffer LLP investment director Alexander Chartres.

Note: This article was written in late 2021, before the Russian invasion of Ukraine.

December 18, 2021

Rothermere wins bid to take back Daily Mail, Heineken’s African push with $4.5 billion merger, LVMH takes Thelios inhouse in share buyout.

Rothermere wins bid to take back Daily Mail

The $1.1 billion publisher of Britain’s bestselling newspaper is back in Rothermere family hands after 90 years as a publicly listed company.

However, the slimmed down Daily Mail and General Trust (DMGT) faces a cost-cutting editorial management shake-up, amid ailing publishing sales and advertising.

August 18, 2021

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

August 16, 2021

Grosvenor Group seeks ESG commercial property deals beyond London, Samsung’s ‘crown prince’ Lee Jae-yong released on parole, Warren Buffett maintains Berkshire Hathaway buyback spree over deals.

Grosvenor Group seeks ESG commercial property deals beyond London

Grosvenor Group, the London-headquartered international property businesses owned by the Duke of Westminster and family, looks to expand in the regions of the United Kingdom with its ESG–minded $415 million investment strategy.

The new strategy followed losses in asset values and revenue as Covid-19 pandemic restrictions impacted high street retail in 2020.

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