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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).

July 4, 2022

Artificial intelligence and machine learning are both terms that have become murky through over-use and misuse. Investors are increasingly sceptical of companies claiming their technology is powered by AI, says Gabriel Douville, principal of Sectoral Asset Management Inc.

Artificial intelligence (AI) and machine learning (ML) are both terms that have become murky through over-use and misuse. Investors are increasingly sceptical of companies claiming their technology is powered by AI.

They question if, in fact, the promised mechanics are little more than computer-driven automation or merely standard multiple, or even single, linear regressions. Deeper investigation often reveals the software does not begin to approach sophisticated ML or deep-learning (DL) algorithms.

June 30, 2022

Recession fears and central-bank tightening are driving market volatility. Equity markets are oversold and US core inflation has likely peaked. This should help markets stabilise and possibly recover over the second half of 2022, says Andrew Pease of Russell Investments.

Recession fears and central-bank tightening are driving market volatility. We think equity markets are oversold, and believe US core inflation has likely peaked. In our view, this should help markets stabilise and possibly recover over the second half of 2022.

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

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.


Key market themes

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.

March 31, 2022

Medtech company Edinburgh Biosciences (EBS) is working towards a global solution for the diagnosis and treatment of cataracts. Ahead of presenting at the 32nd edition of the MedTech investing (MTi) forum, chief executive officer Dr Graham Bell, explains the benefits and potential future applications of the technology.

Medtech company Edinburgh Biosciences (EBS) is working towards a global solution for the diagnosis and treatment of cataracts. Using a new light-based non-surgical treatment, this cutting-edge treatment has already proved effective in clinical trials.

Ahead of presenting at the 32nd edition of the MedTech investing (MTi) forum on June 6 and 7, Edinburgh Biosciences’ chief executive officer Dr Graham Bell, explains the benefits and potential future applications of the technology.

March 18, 2022

With a well-earned reputation for being one of the world’s finest boarding schools, the Institut auf dem Rosenberg has long instilled entrepreneurial skills and attitudes in its students. Now, with a new cutting-edge program teaching the benefits of technology, they’re preparing the next generation for whatever the 21-Century has in store.

With a well-earned reputation for being one of the world’s finest boarding schools, the Institut auf dem Rosenberg has long instilled entrepreneurial skills and attitudes in its students. Now, with a new cutting-edge program teaching the benefits of technology, they’re preparing the next generation for whatever the 21-Century has in store.

Humanix is the first curriculumin the world to train students' cognitive capacities and literacy through the study of human connectiveness.

January 21, 2022

Founding partner of venture capital firm Lakestar Klaus Hommels and former Italian prime minister Matteo Renzi discuss the outlook for Europe and how politics can help it achieve sovereignty in financing and technology.

Founding partner of venture capital firm Lakestar Klaus Hommels and former Italian prime minister Matteo Renzi discuss the outlook for Europe and how politics can help it achieve sovereignty in financing and technology.

For Europe to remain powerful amid the changing geopolitical landscape, maintaining hegemony in financing technological advances is required. Creating a vision is not enough. To power growth, we need both passion from politicians alongside practical means to plug a funding gap for the new generation of companies.

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