Arm yourselves against inflation, Jonathan Ruffer warns bond investors

Index-linked bonds are where investors will find value as the effects of the financial crisis unwind, advises founder of Ruffer LLC.

Jonathan Ruffer, CEO of Ruffer LLC

Jonathan Ruffer spends the first five minutes of our interview discussing a painting on the wall, a nineteenth century copy of Velázquez’s Las Meninas. Ruffer says the original was revolutionary because it undermined the traditional royal-centric perspective of court portraiture, reflecting the artist’s ability to present the world through a different lens: his own.

It is an approach curiously suited to Ruffer, founder and chief executive officer at London-based asset manager Ruffer LLP. He has

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