12 episodes

A series of podcasts exploring the investment universe and sharing our interpretation of what's going on.

Ruffer Radio Ruffer LLP

    • Business
    • 4.8 • 22 Ratings

A series of podcasts exploring the investment universe and sharing our interpretation of what's going on.

    Ruffer Radio: Winning by not losing – protection strategies

    Ruffer Radio: Winning by not losing – protection strategies

    June 2022: Avoiding major drawdowns in markets is key to outperforming over the long-term. It may sound obvious, but in a world of near universal asset vulnerability, it has seldom been more important to stand resolute against falling markets. In this episode, Lauren French and Andrew van Biljon discuss Ruffer's approach to protecting against tail risks in the market and they lift the lid on some of the more creative strategies in the portfolio today.

    Ruffer round up – Q1 2022

    Ruffer round up – Q1 2022

    April 2022: We reflect on the events that have dominated markets over the past three months - including the major developments we’re all talking about. We also discuss one or two aspects which have received less attention, but may well be crucial for investors in the months ahead.

    Ruffer Radio: From reduction to removal

    Ruffer Radio: From reduction to removal

    March 2022: Tim Kruger is the guest author in this year’s Ruffer Review. In this episode, we discuss his article which draws on his work in the field of carbon extraction and its role in the energy transition.

    Ruffer round up - Q4 2021

    Ruffer round up - Q4 2021

    January 2022: Investment Director Matt Smith looks ahead to what investors can expect in 2022. We briefly review the investments which worked well in Ruffer portfolios last year (and those that didn’t) and assess the opportunities and challenges arising from the return of economic, market and inflation volatility.

    Ruffer round up - Q3 2021

    Ruffer round up - Q3 2021

    October 2021: A brief round up where we look at how recent events impacted markets and Ruffer portfolios, and what investors have learned as we move into the fourth quarter.

    Ruffer Radio: Inflation – great expectations

    Ruffer Radio: Inflation – great expectations

    July 2021: Inflation is back, but for how long? Bertie Dannatt joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Customer Reviews

4.8 out of 5
22 Ratings

22 Ratings

Tozzelle ,

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.

stretfordhighschool ,

Speculative

Disappointing as just political speculation which gives no clue as to outcomes for investments . No mention of funds , strategy or preferred asset classes

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