5 articles from
In 2025, it’s MAGA versus the bond vigilantes: Ruffer
The vigilantes aren’t back – yet. But the United States’ fiscal position is worse and the spectre of inflation has returned, and this time they would...
It's a mad, mad world, where discount rates no longer apply to tech stocks: Ruffer
Technology stock valuations are rising, bucking the prevailing market conditions and further inverting the traditional bond/equities relationship. "This...
Yield components key to understanding US bond market machinations: Ninety One
The aggressive sell off in US bonds has prompted many to speculate that interest rates have adjusted upwards on a structural basis. But Ninety One investment...
Yield components key to understanding US bond market machinations: Ninety One
The aggressive sell off in US bonds has prompted many to speculate that interest rates have adjusted upwards on a structural basis. But Ninety One investment...
When investing with discretion is the better part of valour: Ruffer
It is striking how little little yield premium equities are offering over the official interest rate at them moment, says Ruffer's Steve Russel. Investors may...