Ruffer duo: Falling oil can fuel 'disinflationary boom' for stocks
The rapidly falling oil price is creating the perfect environment for a 'disinflationary boom' in asset prices, according to the managers of the Ruffer investment company.
Ruffer's investment directors Hamish Baillie and Steve Russell said the falling oil price had a positive impact on returns in November, despite BP being one of its largest equity positions at 1.8% of the...
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