Market volatility fails to ruffle Ruffer’s feathers
The company boasted ‘perfect’ shifts in correlation in November
Ruffer
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Ruffer investment director exits after two decades
Emma Rutter has left to join financial planning firm Strabens Hall
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Are traditional diversifiers about to re-emerge?
Bonds and equities have suffered equally this year, but stabilising interest rates could merit the return of more conventionally balanced portfolios
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Record low equity exposure pays off for Ruffer
Amid ‘toxic cocktail of persistent inflation, central bank hawkishness, recession risk and political uncertainty’
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Ruffer appoints co-manager to replace Hamish Baillie
Jasmine Yeo has been with the company since 2017
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One-year old Ruffer fund bags top rating from Square Mile
Ruffer Diversified Return has attracted £1.3bn in assets since launching last September
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Ruffer doubles down on bearish calls as risk appetite comes roaring back
Investment company continues slicing equities exposure
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Ruffer enters ‘crouch mode’ and slashes equity exposure ahead of ‘dangerous’ H2
‘We do not think this is a good environment to be risking our shareholders’ capital’
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Hamish Baillie leaves Ruffer to ‘pursue new opportunities’
Duncan MacInnes will continue to manage Ruffer Investment Company
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Ruffer trims equities and ups gold exposure to 10%
As it sells down US dollar to fund Australia currency exposure
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January offered brief taste of challenges conventional portfolios face
But Ruffer resisted the urge to add meaningfully to equities during the recent weakness
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Ruffer dials up protection as Fed says inflation not transitory
Equity and credit markets as vulnerable as they have been since the market falls of March 2020