Ruffer Investment Review: April 2020
3rd April 2020
When the elements speak, elemental forces are unleashed, and it is important, in the middle of this storm, to capture the right tone of voice. Any false... Read More >
Featuring
What's New
A plague on your houses?
2nd April 2020
At some time last year, a bat passed on a mutated virus to a trafficked pangolin (a scaly ant-eater) in a wet market in Wuhan, China. Now, that... Read More >
Property Valuation – Material Uncertainty
2nd April 2020
Introduction
I think that it is fair to say the effect of the coronavirus worldwide is something that is unprecedented in our careers. I know that there... Read More >
The challenges facing property investors
2nd April 2020
It is generally perceived that as you build up your credit history, financial portfolio and investment experience, you’ll be better positioned to access... Read More >
There is no reason the UK cannot be one of the first to recover from coronavirus recession
2nd April 2020
Without wide-scale testing, the extent to which the virus remains a threat can never be known. Governments across the globe are therefore formulating policy responses to Covid-19 based on woefully inadequate information. Read More >
The economy of China is not seeing a V-Shaped recovery
2nd April 2020
This morning has seen a does of economic news from the epicentre of the current pandemic and hence crisis which is China. This is keenly awaited as we see... Read More >
The potential impact of coronavirus on dividends
1st April 2020
Investors who rely on dividends for a large part of their income should prepare for significant dividend cuts and suspensions in 2020.
In most corrections and market crashes, dividend investors are able to shrug off paper losses but in the current crisis that may not be so easy. Read More >
Face to Face
In-depth interviews with leading figures in the real estate/investment world.
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Latest Articles
Careless talk costs lives
1st April 2020
The correct use of language may not appear to be a priority in our straitened circumstances, but the misuse of technical terms has a capacity to spread... Read More >
What Is the Macroeconomic Analog to Coronavirus Panic?
1st April 2020
All leaders, not just generals, tend to fight the last “war.” All readers of Hayek know why: they feel compelled to promulgate a response but lack... Read More >
How football is managing the virus crisis
1st April 2020
The Covid-19 crisis is a tough time for everybody: family, friends, business, we’re all suffering in different ways. In England people are only just... Read More >
Coronavirus, business confidence and what comes next
31st March 2020
The Covid-19 crisis is approaching its economic peak. Companies are in shell-shocked reaction mode. Yet that instinctive reaction – locking away cash – might well be the worst possible thing they could do. Read More >
The Trials, Triumphs and Tribulations of Racehorse Syndicates
31st March 2020
This is the first of four articles on how to develop an edge in the world of racehorse syndication. The three future articles cover Finding a System to... Read More >
Unstructured data is your friend
30th March 2020
Data is either structured or unstructured. Structured data is neatly arranged in rows and columns, like a spreadsheet. Unstructured data is messy and... Read More >
Heard on the road: office pricing, retail gossip and Belgium (not just for the beer)
27th March 2020
What do investors want right now? What are their preferred opportunities, and what do you need to know about them? This series sums up what one investment... Read More >
Coronavirus is a one-off opportunity for the EU – can they take it?
26th March 2020
In terms of my political risk career, betting against Europe rising to superpower status—as many left-leaning commentators blithely predicated in the... Read More >
Pause for breath
26th March 2020
Jo Welman’s thoughts about the macro investment outlook communicated to his investment clients:
At the close of business last night the FTSE 100 had... Read More >
