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May 5, 2022

Globally, inflation is likely to be higher and more volatile. Inflation risk, an absent adversary throughout the careers of most investors today, will need to be priced once again, says Ruffer LLP’s Jamie Dannhauser.

In the late 1970s, the world was on the cusp of radical change. The ‘Deflation Machine’ was being born. Deng Xiaoping, having outmanoeuvred Mao Zedong’s preferred successor, began the process of reforming China’s moribund economy. In the West, liberal, free-market ideals were gaining traction, ideals that underpinned the subsequent regime of rapid, disinflationary global growth.

April 21, 2022

Inflation-linked bonds are a key defence in a world of deepening negative real yields, says Jasmine Yeo, investment manager at Ruffer LLP.

What was the real return on the US ten-year bond over the past two years? Flat? Down a little?

Wrong – down a lot. The bedrock of the balanced portfolio has delivered a real return of -20% over the past two years [1].

That’s the worst inflation-adjusted performance since 1981 [2].

Traditional balanced portfolios rely on equities and bonds fulfilling their roles – equities for good times, bonds to cushion the bad. But after a torrid three months for markets, investors are being forced to tear up the rulebook.

April 7, 2022

Events in Ukraine are to be seen, first, through the lens of humanity. Through the lens of finance, Russia’s invasion is having the same effect as Covid-19: it is accelerating trends which are already in place. And those trends are inflationary says Ruffer LLP chairman Jonathan Ruffer.

Events in Ukraine are to be seen, first, through the lens of humanity. Through the lens of finance, Russia’s invasion is having the same effect as Covid-19: it is accelerating trends which are already in place. And those trends are inflationary.

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

March 29, 2022

The Chinese proverb “Wealth never survives three generations” has an equivalent in many cultures and has appeared in writing over centuries. The international notion that the first generation builds wealth, the second spends and otherwise mismanages it, and the third is left with nothing, isn’t just a platitude, though says Wharton finance professor Richard Marston.

The Chinese proverb “Wealth never survives three generations” has an equivalent in many cultures and has appeared in writing over centuries. The international notion that the first generation builds wealth, the second spends and otherwise mismanages it, and the third is left with nothing, isn’t just a platitude, though.

March 24, 2022

inHEART is pioneering precise digital maps in a process that could revolutionise cardiac care. Ahead of presenting at the 32nd edition of the MedTech investing (MTi) forum on June 6 and 7, president and chief executive officer Todor Jeliaskov explains the benefits and potential future applications of the platform.

inHEART is pioneering precise digital maps in a process that could revolutionise cardiac care. Ahead of presenting at the 32nd edition of the MedTech investing (MTi) forum on June 6 and 7, president and chief executive officer Todor Jeliaskov explains the benefits and potential future applications of the platform.

March 23, 2022

In this week’s FB Roundup, MacKenzie Scott donates $281 million to the Boys & Girls Clubs of America, Stipple founder Ray Flemings launches an UHNW luxury services marketplace and Christian Beck’s family office brings a former Goldman Sachs boss on board.

MacKenzie Scott gifts $281 million to the Boys & Girls Clubs of America.

While her ex-husband Jeff Bezos continues to accumulate vast wealth, MacKenzie Scott is making good on her Giving Pledge promise with a donation of $281 million to the Boys & Girls Clubs of America non-profit organisation.

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.

March 17, 2022

It’s an issue that often comes up in conversation with family business clients: the enthusiasm of the next generation to be involved in running the business may be waning says KPMG partner Ian Beaumont.

It’s an issue that often comes up in conversation with family business clients: the enthusiasm of the next generation to be involved in running the business may be waning says KPMG partner Ian Beaumont.
 

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