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Crypto might never be more than a meme

While proponents believe that cryptocurrencies will inevitably disrupt traditional finance, it’ll be harder than it seems – and less lucrative than they think. As cryptocurrencies like Bitcoin and Ethereum have shot to prominence in the last several years, it’s now being taken as a given that they will eventually disrupt traditional finance. Blockchain technology offers…

Lachlan Maddock | 9th Mar 2022 | More
Avoiding the inflation volatility shipwreck

For investors trying to figure out how to navigate inflation volatility, an infamous shipwreck might hold the answers. The question of whether inflation is transitory or structural is likely the wrong question to be asking.UK-based investment house Ruffer believes that it’s both: that the inflation tide will come in and go back out repeatedly, bringing…

Lachlan Maddock | 3rd Feb 2022 | More
Inflation volatility looms in ‘a dangerous time for markets’: Ruffer

The tide is coming in for inflation – but that doesn’t mean there won’t be significant volatility along the way. Investors need to figure out which parts of the economy will catch fire first. “Views on the direction of inflation can be quite fascinating, but only ‘quite’ since no one really knows what they are…

Lachlan Maddock | 14th Jan 2022 | More
  • Ruffer runs against the bulls

    A profound shift in the investment environment demands a revolution – not an evolution – in thinking, according to Ruffer. It might be the only way to defy gravity. The analogy that Ruffer uses for investor behaviour over the last 40 years is that of crabs. The humble crustaceans evolved to fill their niche from…

    Lachlan Maddock | 5th Nov 2021 | More
    The great crypto debate

    Bitcoin’s volatility means that institutional investors have historically steered well clear. But the times are a-changing, and even skeptics believe the cryptocurrency will have its day. Cryptocurrency is clearly here to stay. While most investors watch its massive price swings with bemused detachment, a few have begun to think seriously about the role they can…

    Lachlan Maddock | 1st Oct 2021 | More