RICA

Ruffer maintains defensive stance while capitalising on AI market shifts

A disciplined multi-asset trust managing risk and opportunity across cycles, with measured exposure to AI-driven market trends...

Ruffer Investment Company: Defensive strategy and positioning for volatile markets (LON:RICA)

Jasmine Yeo of Ruffer Investment Company Limited speaks to DirectorsTalk about the trust’s risk-first investment philosophy, its recent double-digit NAV performance, and how an unconstrained, protection-focused approach is designed to navigate ongoing market volatility...

Ruffer Investment Company delivers double-digit returns in 2025

Ruffer Investment Company Limited achieved a NAV total return of 4.9% and a share price total return of 4.7% over the six months to 31 December 2025...

Gold intentions and investment lessons from monetary history

Ruffer uses history to highlight how rigid monetary thinking can lead to risk, and why adaptable investors are better prepared...

Ruffer Investment Company: Why Defence-First Investing is Winning in Volatile Markets (Video)

Jasmine Yeo, Fund Manager at Ruffer Investment Company, reveals how their capital-first mindset and all-weather asset mix helped them post near double-digit returns in 2025 — all while sidestepping major market landmines...

Oil’s slide creates opening as market sentiment shifts | Ruffer Investment Company

Gold’s strength and oil’s weakness point to a misalignment that may present a timely opportunity for repositioning...

Rethinking risk at the edge of a new global order

Ruffer warns that ignoring politics is no longer an option for investors in a shifting global regime...

Ruffer Investment Company builds on double-digit returns in December update

Ruffer Investment Company's portfolio was broadly flat in December, rounding out a strong fourth quarter and a calendar year that delivered double-digit returns net of fees...

Is a new era of portfolio protection reshaping how investors think about risk?

Investors may need to rethink the role of traditional safe havens as correlations break down and new tools for protection emerge...

Investors may be misreading the risks ahead

Ruffer’s latest outlook urges investors to step back from market optimism and prepare for a shift in conditions that few are pricing in...

Gold’s enduring appeal meets an uncomfortable history

A past policy mistake sheds new light on the enduring tension between hard money ideals and the realities of portfolio resilience...

Prediction markets move into the mainstream as trading surges | Ruffer Investment Company

New prediction markets are turning public opinion into tradable data, offering investors fresh insight into where conviction and risk are building...

Ruffer Investment Company delivers positive November performance amid market volatility

Ruffer Investment Company Limited recorded a positive portfolio return in November despite broader equity market volatility...

Why today’s market calm feels engineered

Index calm is being built on unstable foundations, investors may want to rethink what safety really looks like...

When the narrative breaks the numbers start to matter

From prison policy to Gen Z spending, two global shifts are breaking old assumptions and reshaping how investors need to think...

Chinese tech stocks gain momentum amid shifting AI landscape | Ruffer Investment Company

Chinese technology shares are starting to recover relative to US peers as competition in artificial intelligence intensifies. Ruffer’s Gemma Cairns-Smith notes that sentiment in China has improved and that its tech sector is beginning to challenge US leadership in AI...

Shifting pressures are redrawing the map of global food supply

Climate shocks and geopolitical tensions are reshaping the food system, here's how investors can respond...

Ruffer Investment Company reports October gains as equities and UK bonds lift performance

Ruffer Investment Company continued to make positive progress in October, supported by its equity and long-dated UK bond positions...

Why low UK borrowing might matter more than high UK debt

UK debt is high, but private borrowing is low, investors should watch where the real shift may come from...
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CNA

Ruffer maintains defensive stance while capitalising on AI market shifts

A disciplined multi-asset trust managing risk and opportunity across cycles, with measured exposure to AI-driven market trends...

Ruffer Investment Company: Defensive strategy and positioning for volatile markets (LON:RICA)

Jasmine Yeo of Ruffer Investment Company Limited speaks to DirectorsTalk about the trust’s risk-first investment philosophy, its recent double-digit NAV performance, and how an unconstrained, protection-focused approach is designed to navigate ongoing market volatility...

Ruffer Investment Company delivers double-digit returns in 2025

Ruffer Investment Company Limited achieved a NAV total return of 4.9% and a share price total return of 4.7% over the six months to 31 December 2025...

Gold intentions and investment lessons from monetary history

Ruffer uses history to highlight how rigid monetary thinking can lead to risk, and why adaptable investors are better prepared...

Ruffer Investment Company: Why Defence-First Investing is Winning in Volatile Markets (Video)

Jasmine Yeo, Fund Manager at Ruffer Investment Company, reveals how their capital-first mindset and all-weather asset mix helped them post near double-digit returns in 2025 — all while sidestepping major market landmines...

Oil’s slide creates opening as market sentiment shifts | Ruffer Investment Company

Gold’s strength and oil’s weakness point to a misalignment that may present a timely opportunity for repositioning...

Rethinking risk at the edge of a new global order

Ruffer warns that ignoring politics is no longer an option for investors in a shifting global regime...

Ruffer Investment Company builds on double-digit returns in December update

Ruffer Investment Company's portfolio was broadly flat in December, rounding out a strong fourth quarter and a calendar year that delivered double-digit returns net of fees...

Is a new era of portfolio protection reshaping how investors think about risk?

Investors may need to rethink the role of traditional safe havens as correlations break down and new tools for protection emerge...

Investors may be misreading the risks ahead

Ruffer’s latest outlook urges investors to step back from market optimism and prepare for a shift in conditions that few are pricing in...

Gold’s enduring appeal meets an uncomfortable history

A past policy mistake sheds new light on the enduring tension between hard money ideals and the realities of portfolio resilience...

Prediction markets move into the mainstream as trading surges | Ruffer Investment Company

New prediction markets are turning public opinion into tradable data, offering investors fresh insight into where conviction and risk are building...

Ruffer Investment Company delivers positive November performance amid market volatility

Ruffer Investment Company Limited recorded a positive portfolio return in November despite broader equity market volatility...

Why today’s market calm feels engineered

Index calm is being built on unstable foundations, investors may want to rethink what safety really looks like...

When the narrative breaks the numbers start to matter

From prison policy to Gen Z spending, two global shifts are breaking old assumptions and reshaping how investors need to think...

Chinese tech stocks gain momentum amid shifting AI landscape | Ruffer Investment Company

Chinese technology shares are starting to recover relative to US peers as competition in artificial intelligence intensifies. Ruffer’s Gemma Cairns-Smith notes that sentiment in China has improved and that its tech sector is beginning to challenge US leadership in AI...

Shifting pressures are redrawing the map of global food supply

Climate shocks and geopolitical tensions are reshaping the food system, here's how investors can respond...

Ruffer Investment Company reports October gains as equities and UK bonds lift performance

Ruffer Investment Company continued to make positive progress in October, supported by its equity and long-dated UK bond positions...

Why low UK borrowing might matter more than high UK debt

UK debt is high, but private borrowing is low, investors should watch where the real shift may come from...
Search

Funds

RICA

FTSE 100

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