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Ruffer LLP
Ruffer Radio
A series of podcasts exploring the investment universe and sharing our interpretation of what's going on.
Past performance is not a guide to future performance. The value of investments and the income derived therefrom can decrease as well as increase and you may not get back the full amount originally invested. Ruffer performance is shown after deduction of all fees and management charges, and on the basis of income being reinvested. The value of overseas investments will be influenced by the rate of exchange.
Ruffer performance to 31 Dec %: 2019 7.0 | 2020 16.7 | 2021 8.2 | 2022 5.7 |...
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Ratings & Reviews
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4.8 stars from 27 ratings
Speculative
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“Disappointing as just political speculation which gives no clue as to outcomes for investments . No mention of funds , strategy or preferred asset classes”
stretfordhighschool via Apple Podcasts ·
Great Britain ·
10/12/20
Superb geopolitical analysis
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“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.”
Tozzelle via Apple Podcasts ·
Great Britain ·
07/07/20
Ruffer, smooth!
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“Great insights. Looking forward to your next podcast.”
Scott from Ballarat via Apple Podcasts ·
Australia ·
06/05/20
Recent Episodes
April 2024: Duncan MacInnes joins Rory McIvor to reflect on Q1 performance and discuss some of the portfolio’s key positions including gold and silver, derivative protections and the yen.
Published 04/16/24
Published 04/16/24
April 2024: Jonathan Ruffer discusses the stock market’s seemingly invincible summer. This has created distortions in both debt and equity markets, and with them, opportunities to benefit from a change in the season.
Published 04/08/24
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See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
