Ruffer

The managers of the Ruffer investment company have slashed their exposure to the US dollar on fears it is no longer fit to act as a hedge, and have moved into the Japanese yen instead.

Making investment predictions will be 'treacherous' in 2015 given the risks in the geopolitical environment, according to Ruffer investment directors Hamish Baillie and Steve Russell.

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.

The managers of Ruffer's investment trust increased total return by 0.5% in an "extraordinarily" volatile October as the effect of protective assets finally kicked in.

The managers of the Ruffer investment company are backing the US dollar to excel once again as an asset that can offset equity risk as global uncertainty continues.

"Ostrich" investors who buy equities and ignore the risks may find their "day in the sun" is soon over, the managers of Ruffer investment company have warned.

The managers of the Ruffer investment company have defended their portfolio's exposure to the US dollar, saying it will protect them against a trio of political events which could knock back sterling.

The managers of the Ruffer investment company have made back two-thirds of their 2009 investment into distressed assets amid more favourable market conditions for some illiquid strategies.

Investors have been lulled by the "calm before the storm" in terms of low volatility, the managers of the Ruffer Investment Company have warned.

CF Ruffer Equity & General