A series of podcasts exploring the investment universe and sharing our interpretation of what's going on.
Ruffer Radio: Mind over matter?
April 2021: Andrew van Biljon and Lauren French offer their insights into the world of behavioural economics. What do these theories say about us as decision makers? What are their shortcomings? Can behavioural science make us better investors?
Ruffer Radio: A bias to belief
February 2021: Bethany McLean joins us to discuss the tension between rational markets and emotional investors, what separates the visionary leader from the fraudster and how a bias to belief affects our decision-making.
Ruffer Radio: A view from the bridge
January 2021: 2020 will loom large on financial markets for many years to come. As we cautiously make our way out of the crisis, Duncan MacInnes and Fiona Ker review the more startling developments of the last year, share their insights into the ongoing recovery and look ahead to some of key challenges facing investors in 2021.
Ruffer Radio: Election 2020
October 2020: All elections are equal. But some elections are more equal than others. In the latest episode of Ruffer Radio, Dr Tim Smith and Alexander Chartres discuss the 2020 race to the White House and explore why this election, in the context of a broader shift in world order, may well be the most important for a generation.
Ruffer Radio: Cold War II
July 2020: Alexander Chartres, Investment Director and resident geopolitics specialist, explores the shifting sands of world order. He discusses the deteriorating relationship between the US and China and considers the implications of a new world disorder – on companies, portfolios and our everyday lives.
Ruffer Radio: Markets now and next
April 2020: Duncan MacInnes discusses covid-19: how it has changed the investment landscape, the impact on the Ruffer portfolio and what could happen next.
Superb geopolitical analysis
Consideration of the possible implications of burgeoning US-China tensions for investors. “One company, two systems” may not work too much longer.
Investors will have to take sides.
Gold, inflation-linked bonds, yen assets possible beneficiaries.
Well researched, informed, very interesting.
Disappointing as just political speculation which gives no clue as to outcomes for investments . No mention of funds , strategy or preferred asset classes