01/18/2022

Investment Review - Ruffer

All these factors are threats to capital values, at a time when those assets are partying. Our view is this is no time for exuberance – it is a time to keep safe.

01/17/2022

Review of the week: Just like the old days

With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.

01/14/2022

Brighter outlook after the fourth wave

The potential for a recovery later in 2022 remains and we see overall GDP growth at around 4.5% for the advanced economies and slightly faster than that in the emerging economies.

01/14/2022

The rise and rise of private equity

The sector has clearly demonstrated resilience to the effects of the pandemic, and so will this upward trajectory continue in 2022?