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April 2019

April 2019

by | Apr 12, 2019 | The Fund Manager, zLead Article, zNewsletter

‘Timing is everything’ runs the investment cliché – actually it’s not: being right is better. In any event, spare a thought for the writer of this investment review who has been told that it must be in final form by 27 March. Of all ridiculous deadlines, this must...
Ruffer Investment Review

Ruffer Investment Review

by | Jan 18, 2019 | The Fund Manager

“I thought you chaps at Ruffer said that you’d never lose money for me – what’s gone wrong?” The weakness in markets reflects the passing of an inflexion point of mood: from a sensation that we’ve been living through extremely benign investment conditions, and that...