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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 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 17, 2022

Inflation is running hot, even before wage-price pressures have begun says Ruffer LLP economist Jamie Dannhauser.

Inflation is running hot, even before wage-price pressures have begun says Ruffer LLP economist Jamie Dannhauser.

Central bankers tell us the current burst of inflation will be transitory and workers will not mind the temporary squeeze on their living standards.

In today’s full employment economy, this is not convincing. The implied policy response is flawed, potentially even reckless.

March 3, 2022

Increasing inflation volatility represents the greatest challenge to investors for a generation. A new regime and the collapse of the financial market status quo requires us to reimagine portfolios. No longer can we rely on yesterday’s logic says Ruffer’s chief investment officer Henry Maxey.

Increasing inflation volatility represents the greatest challenge to investors for a generation. A new regime and the collapse of the financial market status quo requires us to reimagine portfolios. No longer can we rely on yesterday’s logic.

“Inflation is the endgame. Just brace for inflation volatility first.”

This was the punchline of my 2021 Ruffer Review article.

January 17, 2022

Resources for bespoke wealth management and responsible governance strategies are in growing demand from restructuring family offices in their pursuit of new investment opportunities in new markets.

Resources for bespoke wealth management and responsible governance strategies are in growing demand from restructuring family offices in their pursuit of new investment opportunities in new markets.

January 5, 2022

Smaller institutional investors have traditionally found it difficult to invest in private markets due to limited access. Titanbay CEO Thomas Eskebaek explains how its platform is helping solve the problem.

Smaller institutional investors have traditionally found it difficult to invest in private markets due to limited access. Titanbay CEO Thomas Eskebaek explains how its platform is helping solve the problem.

Private markets are booming. Over the past decade, average returns on top quartile private equity funds have exceeded 20%, according to Preqin. Global private equity net asset value has grown more than seven-fold since 2002, almost double the growth in public equity markets.

December 8, 2021

There is careful planning involved at every stage of the business life-cycle, such as launching new product lines, entering new markets and moving into adjacent industries. An owner-managed business would be adept at managing such transitions, and the rigorous planning that precedes them.

There is careful planning involved at every stage of the business life-cycle, such as launching new product lines, entering new markets and moving into adjacent industries. An owner-managed business would be adept at managing such transitions, and the rigorous planning that precedes them.

Why is it then, that a different logic should apply when faced with the question of planning for succession to the family business?

December 7, 2021

As the appetite for venture capital investing increases among family offices, it is important to take a closer look at the origins and structural differences between a family office and venture capital fund to assess their relative strengths and weaknesses in the context of risk in private capital technology investments.

As the appetite for venture capital investing increases among family offices, it is important to take a closer look at the origins and structural differences between a family office and venture capital fund to assess their relative strengths and weaknesses in the context of risk in private capital technology investments.

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