Vimeo
LinkedIn
Instagram
Share |

rebound

August 3, 2021

Inflation is back, but for how long? Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Inflation is back, but for how long?

Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Click the image below to play the podcast.

July 28, 2021

Much has been written about "The Great Wealth Transfer" that is expected to happen over the coming years as Baby Boomers pass their wealth to next generations. Both the estimates of what value is to pass, by inheritance or gift, and the timeline over which this is to happen vary widely. 

Much has been written about "The Great Wealth Transfer" that is expected to happen over the coming years as Baby Boomers pass their wealth to next generations. Both the estimates of what value is to pass, by inheritance or gift, and the timeline over which this is to happen vary widely.

July 13, 2021

We have been talking of inflation for well over a decade—which is not the same thing as calling its timing. An impasse was created by the failure of the economy to grow after the 2008 crisis—all the risks (as we patiently explained) were deflationary, and in vain did the central banks and governments try to force an inflationary impulse into a sluggish world. Their primary weapon? An invention, deployed on a grand scale—quantitative easing (QE to its friends).

I am writing this just before a US inflation report which, to quote Bloomberg, “May provide clues on the monetary-policy outlook; S&P futures were little changed, as were European stocks [awaiting] the next policy statement from the European Central Bank…”

July 12, 2021

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

July 7, 2021

Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.

Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.

July 2, 2021

As we emerge from the aftermath of Covid-19, we have a golden opportunity to reboot capitalism, and purpose is the most effective source code to start with to reset how business can be a force for good.

As we emerge from the aftermath of Covid-19, we have a golden opportunity to reboot capitalism, and purpose is the most effective source code to start with to reset how business can be a force for good.

This means prioritising listening, learning, compassion and involvement as our new pillars for innovation and growth. Companies must adopt a mindset of giving more than taking, choosing the future over the present, and public good over self-preservation.

July 2, 2021

Pinault family’s Artemis and James Murdoch venture into Gen Z video platform Brut, Rupert Murdoch closes the book on $349 million Houghton Mifflin Harcourt deal, H&M profits rebound by $1.2 billion but stores cut.

Pinault family’s Artemis and James Murdoch venture into Gen Z video platform Brut

Francois-Henri Pinault and James Murdoch, the scions of family-owned traditional media groups, are investing millions into Brut, a new “socially conscious” digital news provider for Generation Z and millennials.

June 30, 2021

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

Key market themes

May 25, 2021

After months of uncertainty and suspended recruitment plans, family offices are hiring again. For many, the inability to meet candidates face-to-face to check for value alignment has been a deterrent. But with life slowly returning to “normal” and in-person meetings now possible, they are starting to consider the talent they need for the future.

After months of uncertainty and suspended recruitment plans, family offices are hiring again. For many, the inability to meet candidates face-to-face to check for value alignment has been a deterrent. But with life slowly returning to “normal” and in-person meetings now possible, they are starting to consider the talent they need for the future.

Click here >>
Close