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Absolute Return Partners does not offer investment advice to private investors (Retail Clients as defined by the UK Financial Conduct Authority). All such investors are advised to contact Quartet Investment Managers on +44 20 8939 2920 or visit quartet-im.com.

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ARP+ Insights

Opinion
Post-Election Update - What’s Next?
With the outcome of the US election now broadly determined, we provide our initial reaction to the outcome.
Opinion
Are we being alarmist about the US elections?
Maybe, but it’s good to understand the moving parts…
Election Day 2024 will not be the end of the story when Americans select their next President. So many spanners can be thrown in the wheels between Election Day and Inauguration Day that you need to take your precautions.
Opinion
It Is Time to Think About a Kam-arket
How is the US Presidential election race shaping up just a few weeks after President Joe Biden stepped away with Vice President Kamala Harris now the Democratic nominee?
Opinion
The US Senate Bans Imports of Enriched Uranium from Russia
The US Senate voted yesterday evening to ban imports of enriched uranium from Russia. What does this mean for the broader uranium market?
Opinion
Healthcare in Election Years
A Hot Potato?
Healthcare stocks almost always underperform the broader market in presidential election years. Is it going to happen this year too?
Opinion
Clickbait Galore
Are we being told the truth, the whole truth and nothing but the truth about climate change? No, so help us God.
Opinion
A Few Facts about the Changing Climate
The planet is 4.5 billion years old and the climate system far more complex than you are led to believe. One can therefore argue that thinking we can fix everything by reducing carbon dioxide emission levels is probably a tad naïve.
Opinion
Banks to Come Back into Fashion
With interest rates rising higher and faster than expected, there is understandably a lot of concern in financial markets. However, will banks see a direct uplift to profits through higher rates…and will this translate to higher share prices?
Opinion
Conclusions or No Conclusions from China's NPC
China’s 20th National People’s Congress took place towards the end of October and President Xi secured his third term. There were many other points that were discussed, but what are the main conclusions that investors should be taking away from this?