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November 4, 2022

Cash is trash. Cash is a melting ice cube. Going to cash is giving up... Ruffer investment director Duncan MacInnes says there's still life in the folding stuff yet!

Cash is trash. Cash is a melting ice cube. Going to cash is giving up.

Ruffer currently has the highest weighting to cash or cash-like assets in our history. We are concerned that liquidity is the new leverage and that a degradation of liquidity conditions poses an imminent danger to investor portfolios. 

So why, unlike other investment managers, are we comfortable owning cash today?

November 1, 2022

In this week’s FB Roundup, Samsung names billionaire family member Jay Y. Lee as executive chairman; Purplebricks founder Michael Bruce sees property portal Boomin go bust and Daniel Kretinsky is cleared to increase his stake in Royal Mail.

Samsung names billionaire family member Jay Y. Lee as executive chairman
Following a full pardon for crimes including embezzlement and bribery, Jay Y. Lee has been appointed as Samsung’s executive chairman.

October 29, 2022

As US climate envoy John Kerry claims the new King’s presence at the UN climate summit in Egypt “Would make a difference”, should the lifelong environmentalist and head of one of the world’s foremost families be free to speak his mind? 

US climate envoy John Kerry claims the new King’s presence at COP27 “Would make a difference”. Ahead of the UN climate summit in Egypt and Campden Wealth's ClimateTech Investing Forum 2022 in Lausanne, Switzerland, on December 6 and 7, we ask should the lifelong environmentalist and head of one of the world’s foremost families be free to speak his mind? 

October 26, 2022

Minimising the negative societal consequences of an investment is no longer just a ‘Nice to have’. Investors today are increasingly prioritising positive and measurable environmental, governance or social outcomes alongside financial gains, says Russell Investments’ Samantha Steele.

Private equity markets have seen a surge of interest in impact investing in recent years. In a recent survey by Pitchbook, 65% of respondents managing external money said that they had offered impact strategies to their clients, up from 57% in 2021. However, challenges around transparency, reporting and access to opportunities are common. Here’s how a fund of funds approach can help.

October 24, 2022

Private markets investment platform Titanbay explores the dilemmas of investing in periods of uncertainty.

We all know that markets are particularly choppy and unpredictable right now. Buffeted by major geopolitical stresses, and against a backdrop of rising inflation and higher interest rates, investors may find it difficult to know which way to turn.

So, what does this mean for private equity performance? How do you navigate the current environment and what does history show us about trying to time the market?

October 17, 2022

It may be time for a bit of grin and bear it before we can once again look for reasons to be cheerful, says Steve Russell, investment director at Ruffer LLP.

Warning: the following contains explicit language of a bearish nature. Readers of a more nervous disposition may want to look away now…

Even after three consecutive quarters of losses in both equities and bonds, investors may not be out of the woods. So far, it has been a painful, but orderly repricing of risky assets. Now, we fear something worse - a liquidation.  

October 14, 2022

Mary Anne Cordeiro, CEO of Science to Business Ltd, explains how the question of safe handling of emergency patients led to the creation of innovative device ThermoTraumaPort.

Vital gaps which exist in the safe handling of emergency patients are solved by ThermoTraumaPort, a revolutionary transfer device created to aid medical services and benefit patients.

October 11, 2022

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need, says BNY Mellon Wealth Management.

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need.

October 4, 2022

In a world where people find themselves without the ability to pay commitments as they arise, forced selling drives prices, says Ruffer LLP chairman Jonathan Ruffer.

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