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Our thinking translates into explicit investment strategies and opportunities, and we share these exclusive insights with our ARP+ subscribers.

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ARP+ subscription includes

Megatrend papers

In-depth papers based on the megatrends that drive our investment research and asset allocation, such as Climate Change, The Era of Disruption and The Rising Gap between Rich and Poor.

ARP+ Insights

In-depth articles:

• Research on specific investment opportunities

‍• Strategy summaries on niche alternative strategies

• ARP opinions on current developments shaping the world

Webinars

Quarterly live webinars with Niels Jensen, renowned author of The End of Indexing, reviewing current events in financial markets and providing insights into investment opportunities.

Latest Megatrend papers

Changing Demographics - December 2023 Update
The fertility rate is in free fall and more and more people leave the workforce before reaching retirement age. What does that mean?
Coming soon
2
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Changing Demographics - December 2023 Update
Megatrend details >
The Rising Gap between Rich and Poor - April 2023 Update
The gap between rich and poor is growing fast because of falling living standards amongst ordinary people. How is it likely to end?
Coming soon
3
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The Rising Gap between Rich and Poor - April 2023 Update
Megatrend details >
All Megatrend papers

Latest Insights

Research
14
November 2024
The Coming Surge in Power Demand
During his election campaign, Donald Trump promised to lower energy costs for Americans. Will he be able to acheive this and what does this mean for electrification in the US?
Opinion
6
November 2024
Post-Election Update - What’s Next?
With the outcome of the US election now broadly determined, we provide our initial reaction to the outcome.
Research
22
October 2024
The Next Phase of AI Investing
Since the initial wave of excitement around AI, the story has evolved. Investors may benefit from categorising different types of companies exposed to AI into phases to better understand which areas to invest in now and where to avoid.
All Insights

Latest Webinars

Upcoming
18
November 2024
Live event
at
3:00 pm
UK time
How to Navigate the Outcome of the US Election in the Context of Record-high US Equity Prices
Upcoming
10
July 2024
Live event
at
3:00 pm
UK time
Ways to Protect Your Equity Returns
All Webinars
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