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As central banks face impossible choice, it’s time to seek shelter from the storm: Ruffer

With the Reserve Bank of Australia opting for a surprise 11th rate hike, Ruffer’s Duncan MacInnes looks at the impossible choice central banks around the world are facing: let inflation gather steam, or act and risk a financial system calamity.
Duncan MacInnes | 3rd May 2023 | More
Profit important but cash is back, even during times of high inflation

British investment firm Ruffer’s current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather than accumulate capital.

Ishan Dan | 9th Dec 2022 | More