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October 15, 2021

In the 26 years that Ruffer LLP has been in existence, a clear pattern has emerged. When the market mood is either complacent or ebullient, equity indices tend to rise strongly, and we lag behind them. An ‘unexpected’ crisis then hits, and Ruffer quickly recovers lost ground.

In the 26 years that Ruffer LLP has been in existence, a clear pattern has emerged. When the market mood is either complacent or ebullient, equity indices tend to rise strongly, and we lag behind them. An ‘unexpected’ crisis then hits, and Ruffer quickly recovers lost ground.

October 14, 2021

Siemon, a Dutch entrepreneur, has directed the same passion for sustainable and impact investments with PureTerra Ventures as he had in his lifelong career of IT deals.

Siemon, a Dutch entrepreneur, has directed the same passion for sustainable and impact investments with PureTerra Ventures as he had in his lifelong career of IT deals.

PureTerra’s mission is to enable technologies and entrepreneurs like Siemon to provide dramatic sustainable solutions which match the long-term interest of the global environment.

“I believe in the team, which is heavily invested in the fund themselves and are entrepreneurs,” Siemon said.

October 1, 2021

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

Amid this backdrop, our outlook favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes

September 21, 2021

What can they see that we can’t? Private equity bids for UK companies are soaring, while at the same time the UK stock market languishes at valuations well below US peers.

What can they see that we can’t? Private equity bids for UK companies are soaring, while at the same time the UK stock market languishes at valuations well below US peers.

Private equity bids for UK companies are soaring, while at the same time the UK stock market languishes at valuations well below US peers.

August 16, 2021

For an innovative investment to pay off, the pieces of the research and development puzzle need to fall into place perfectly—especially in life sciences and MedTech.

For an innovative investment to pay off, the pieces of the research and development puzzle need to fall into place perfectly—especially in life sciences and MedTech.

In Flanders, the northern region of Belgium, you’ll find all the required ingredients: companies that adapt quickly and work together, academic institutions and research centres that support the ambitions of entrepreneurs, government agencies that think with and support the world of business in a hands-on way. It’s all available in a compact and dense knowledge network.

August 9, 2021

Do you know what your value to the family company as a successor is? If you are considering joining, do you know under what conditions your value might be at its maximum? Are these questions important?

Do you know what your value to the family company as a successor is? If you are considering joining, do you know under what conditions your value might be at its maximum? Are these questions important?

July 14, 2021

The medical technology industry is enjoying record levels of M&A activity. Deloitte’s 2020 MedTech review identified a 24% increase in transactions in Western Europe, with strong focus on diagnostics, orthopaedics and data driven innovation.

The medical technology industry is enjoying record levels of M&A activity. Deloitte’s 2020 MedTech review identified a 24% increase in transactions in Western Europe, with strong focus on diagnostics, orthopaedics and data driven innovation.

For many investors the strong growth prospects, resilient valuations and defensive nature of healthcare investments make this a very attractive market. Evaluate MedTech calculates $6 billion of venture financing was invested in 2019 and 2020, slightly down from the 2017 high of $7.8 billion.

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…”

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

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