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A few bad apples, or is the whole financial orchard at risk?

The crippling doom loop between the banks and the real economy we saw in 2008 is unlikely to feature in the coming recession, says Ruffer’s Jamie Dannhauser, who is more concerned about a violent liquidation in financial markets.
Jamie Dannhauser | 31st May 2023 | More
It’s not the GFC, but investors are ‘career-ing’ into liquidation

It isn’t 2008 all over again, but dismissing the broader risks of SVB’s demise would be a mistake for investors, writes Ruffer CIO Henry Maxey.

Henry Maxey | 17th Mar 2023 | More