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Brilliant Investment Thinking by Advisers for Advisers.
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4 articles from

Why bother with active management? Because dislocated markets can't last forever

Markets are expensive, driven by powerful forces which want to turn a 40-year bull market into the first ever 50-year one. That trend is not one to embrace,...

'Not yet' investors are savvy, and successful... until they aren't

An eventual market correction won't necessarily be marked by its depth, the famed British investor writes, but by its speed. Caution may come at a price, but...

Staying alive in a 'snipers alley' of investment risk: Ruffer

"Our preoccupation with fear makes us the gazelles of the investment market, always alert to dangers," Jonathan Ruffer says in his latest note. "But we are not...

'Powerful contraflows' will keep inflationary waters choppy: Ruffer

It is perfectly possible that some inflationary measures fall back through zero, and prices actually deflate in an odd month, says Ruffer chair Jonathan...