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September 2, 2022

Anyone can be taken in by financial bubbles, says Lauren French of Ruffer LLP; that's why they're so dangerous.

Anyone can be taken in by financial bubbles; that's why they're so dangerous. It’s also why we at Ruffer believe that navigating bubbles – steering the ship safely past the Charybdis of irrational exuberance – is the most important duty we owe to our clients.

August 30, 2022

The ‘Curse of bigness’ is back: wealth and power are once more concentrated in just a handful of companies, says Laetitia East of Ruffer LLP.

The ‘Curse of bigness’ is back: wealth and power are once more concentrated in just a handful of companies [1].

President Theodore Roosevelt was hailed for dismantling the powerful monopolies which emerged from America’s industrial revolution. Does his trustbusting provide a blueprint for what investors can expect from a revitalised antitrust movement on Capitol Hill?

August 22, 2022

This year, the global population surpassed eight billion people. The extraordinary population growth over the past century has relied upon, and been enabled by, the birth of vast industrial farming systems. Food, on aggregate, is plentiful. Yet today, the dual issues of food security and sustainability loom as large as they have done in the post-industrial era. These megatrends present sources of both investment risk and opportunity, says Harry Sevier of Ruffer LLP.

This year, the global population surpassed eight billion people.

The extraordinary population growth over the past century has relied upon, and been enabled by, the birth of vast industrial farming systems. Food, on aggregate, is plentiful. Yet today, the dual issues of food security and sustainability loom as large as they have done in the post-industrial era. These megatrends present sources of both investment risk and opportunity.

July 21, 2022

KPMG’s Tom McGinness asks are family businesses role models for the future of work?

At the height of the pandemic, talent risk jumped 20 places in the 2020 KPMG CEO Outlook Survey [1], to become one of the leading threats to long-term growth. It was the first time in the history of the survey that the “People agenda” was seen as an urgent C-suite priority.

July 15, 2022

It is hard to overstate how far free and unlimited central bank liquidity has rewired the financial system. As central bankers extract themselves from the monetary rabbit hole they have burrowed their way into, the damage to traditional portfolios is likely to be considerable, says Jamie Dannhauser of Ruffer LLP.

It is hard to overstate how far free and unlimited central bank liquidity has rewired the financial system. As central bankers extract themselves from the monetary rabbit hole they have burrowed their way into, the damage to traditional portfolios is likely to be considerable.

This tightening of monetary policy is happening because inflation has returned – with a vengeance. Central banks are lifting short-term interest rates at a brisk pace. But there is an additional danger for liquidation-prone markets: quantitative tightening (QT).

June 20, 2022

Investors face one of the most complex market environments in history, says Ruffer LLP investment director Alexander Chartres.

Investors face one of the most complex market environments in history.

Simultaneous shifts in the global energy system, geopolitics, demography, technology and much else besides promise a more inflation-prone and volatile world ahead. This brings with it elevated risks, but also potential rewards.

Amidst all the uncertainty, this presentation from Ruffer LLP Investment Director Alexander Chartres will examine what investors can have conviction about.

April 21, 2022

No one is better equipped to take the reins of transformational leadership than family businesses, says KPMG partner Tom McGinness.

When I look back at the unpredictability of 2021, I’m reminded that the pandemic was a stimulus for some disruptive and transformative innovations in medicine, technology, buying behaviour, entertainment and personal fitness that have had a seismic impact on the way we live and work.

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.

February 18, 2022

With 2022 holding out the prospect of growth and relatively greater stability than recent years, KPMG partner Tom McGinness anticipates a few key subjects on the family business agenda.

With 2022 holding out the prospect of growth and relatively greater stability than recent years, KPMG partner Tom McGinness anticipates a few key subjects on the family business agenda.
 

Diversification-led acquisitions

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