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November 2014

Snail Trail Vortex

Snail Trail Vortex

The world is undergoing a radical shift towards lower economic growth at the moment. Some of the dynamics driving down growth are structural in nature and even the most dramatic monetary or fiscal policy will not change that. We are in for a period of lower, but still positive, global economic growth whether we like it or not.

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Investment Megatrends

Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.

Related Investment Megatrends

Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article:

About the Author

Niels Clemen Jensen founded Absolute Return Partners in 2002 and is Chief Investment Officer. He has over 30 years of investment banking and investment management experience and is author of The Absolute Return Letter.

In 2018, Harriman House published The End of Indexing, Niels' first book.

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