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…

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…

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…