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Articles by this author:

  • Cash is trash. Cash is a melting ice cube. Going to cash is giving up... Ruffer investment director Duncan MacInnes says there's still life in the folding stuff yet!

  • Financial markets – with their twists and turns and unknowability – remind us just how hard it is to predict the future and just how wonderful perfect foresight would be, says Ruffer LLP’s Duncan MacInnes.

  • Inflation volatility is coming says Ruffer LLP’s investment director Duncan MacInnes.

  • Financial conditions have never been so accommodative says Ruffer LLP’s investment director Duncan MacInnes.

  • The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

  • In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

  • “I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the US economy will likely boom,” Jamie Dimon, chief executive of JPMorgan Chase, said in May 2021.

  • Like many readers, I took advantage of the best snow in years to go sledging with my daughters. As Daddy bombed down the hill like Bowser in Mario Kart my mortality flashed before me and I realised I was simultaneously having fun and in great danger.

  • The year 2020 will loom large on financial markets for many years to come. As we cautiously make our way out of the crisis, Duncan MacInnes and Fiona Ker review the more startling developments of the last year, share their insights into the ongoing recovery and look ahead to some of key challenges facing investors in 2021.

  • The unique shape of the Covid-19 crisis and accompanying recession has meant some industries have thrived while others have dived. In caricature, everyone now uses Zoom and Peloton, while offices and gyms were forced to close.

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