Ruffer: Inflation Spike Will Derail Bull Market

The inflection point for stock and bond markets is on its way, and it will be an unexpected return of inflation that will shock most, says Jonathan Ruffer

David Brenchley 3 May, 2019 | 10:49AM

Jonathan Ruffer, Ruffer Total Return, Ruffer Investment Company, Inflation, Inflation-linked bonds, stock market

This article is part of Morningstar's special report on What the Experts Say

The introduction of modern monetary theory (MMT) will lead to inflation returning with a vengeance and, therefore, an inflection point for stock and bond markets, according to Jonathan Ruffer, chairman of Ruffer LLP.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
LF Ruffer Total Return C Acc473.18 GBP3.30
Ruffer Investment Company Ord227.00 GBP1.79

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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