Vimeo
LinkedIn
Instagram
Share |

economy

August 19, 2021

Floods in Europe, forest fires in North America and Australia—the impact and tragic results of climate change are starting to dominate the news.

Floods in Europe, forest fires in North America and Australia—the impact and tragic results of climate change are starting to dominate the news.

The actions taken by governments, companies and individuals in the next decade will be crucial if we are to limit the rise in global temperatures. The option of doing nothing has now passed, not just for the environment, but for companies and investors too.

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 10, 2021

Is the global economy’s uneven recovery leading to more opportunities for equity managers? The answer: Yes, according to our latest quarterly report on equity managers.

Is the global economy’s uneven recovery leading to more opportunities for equity managers? The answer: Yes, according to our latest quarterly report on equity managers.

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 22, 2021

Many articles or speeches about family businesses include a reference to the “three-generation rule,” which says that most don’t survive beyond three generations. But that perception could not be further from the truth.

If you’re a fan of the HBO show Succession, or if you’re aware of the conflicts playing out publicly and perennially among some of the most visible family businesses in the world—think the Murdochs or Sumner Redstone’s family—you might assume that family businesses are more fragile than other forms of enterprise.

July 13, 2021

We have been talking of inflation for well over a decade—which is not the same thing as calling its timing. An impasse was created by the failure of the economy to grow after the 2008 crisis—all the risks (as we patiently explained) were deflationary, and in vain did the central banks and governments try to force an inflationary impulse into a sluggish world. Their primary weapon? An invention, deployed on a grand scale—quantitative easing (QE to its friends).

I am writing this just before a US inflation report which, to quote Bloomberg, “May provide clues on the monetary-policy outlook; S&P futures were little changed, as were European stocks [awaiting] the next policy statement from the European Central Bank…”

July 5, 2021

More families recognise the need to invest in the family capital as a means to sustain the financial capital of the family, Dr Kirby Rosplock says.

More families recognise the need to invest in the family capital as a means to sustain the financial capital of the family, Dr Kirby Rosplock says.

The family member turned recognised researcher, innovator, adviser, author and speaker in the family business and family office space tells CampdenFB about the shifts she is seeing take place in wealth management, investment strategy and technological sophistication within family offices in the wake of the Covid-19 pandemic.

June 30, 2021

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

Key market themes

June 17, 2021

“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the US economy will likely boom,” Jamie Dimon, chief executive of JPMorgan Chase, said in May 2021.

The number of companies raising prices in the United States is at a 35-year high.

“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the US economy will likely boom,” Jamie Dimon, chief executive of JPMorgan Chase, said in May 2021.

“This boom could easily run into 2023 because all the spending could extend well into 2023.”

Click here >>
Close