Ruffer Investment Company Limited (LON:RICA) has announced its latest research from Kepler Trust Intelligence.
RICA had a good 2025, performing in up and down periods.
The investment companies team at Kepler Trust Intelligence has produced a new piece of investment bank quality research about the trust, designed to provide a clear and comprehensive reference for long term investors. This note is free to read for UK investors.
Analyst’s View
Equity markets have delivered excellent gains over the past two years, and it’s natural that many investors may be thinking less about downside risks than they might in other circumstances. But there are cracks appearing in stock markets as it becomes clear that AI will be as destructive as is creative for existing businesses, while the war in Iran is a reminder the geopolitical situation remains volatile, with a clash between the US and its rivals that is seeing economies realign during peacetime and numerous potential sources of conflict. We think RICA has shown itself to be a valuable investment during past crises, and its unconventional positioning, based on deep thinking about the real drivers of the economy and of markets, could come into its own when some of the cracks start to widen.
Ruffer Investment Company Limited (LON:RICA) is a British investment company dedicated to investments in internationally listed or quoted equities or equity related securities
