Steve Russell and Hamish Baillie, managers of the Ruffer Investment Company, have described November's bond sell-off as a "dress rehearsal" for bigger moves in asset prices to come next year.
The manager duo said Donald Trump's victory in the US Presidential Election at the start of last month created a "stress test" for the portfolio, which they believe has held up relatively well given this...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation