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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
4
October 2022
Gilt Gyrations
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In the UK, the Chancellor’s mini budget on Friday 23rd September, created turbulence in the gilts and sterling markets. The Bank of England stepped in and stabilised these markets, but how does this affect its credibility and can this stability last?
Opinion
22
September 2022
The Sustainability of Food
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The World Food Programme reports that more than 1 in 9 people go hungry every day. The food and agricultural industry is also a massive contributor to global emissions. The rise in sustainability will boost a wide range of investment opportunities.
Opinion
20
September 2022
The Future of Food Prices
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Food prices spiked a great deal in the immediate aftermath of Russia’s invasion of Ukraine. Despite seeing easing prices over the last few months, we believe that the supply and demand dynamics of agricultural commodities points to elevated prices.
Opinion
13
September 2022
The Unsustainability Discount in Real Estate
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The real estate landscape is due for a significant change given the greater focus on ESG and decarbonisation. Unsustainable assets will take a hit on valuations, returns and future sale prospects. This means investors must act now.
Opinion
21
July 2022
Responsible Investing at Absolute Return Partners
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Find out about our approach towards Responsible Investing here at Absolute Return Partners.
Opinion
26
April 2022
A Global Recession? Why the probability of a Worldwide Economic Contraction Is Rising
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The presentation attached is a presentation I gave to the IC of a UK wealth management firm earlier today. As you can see, I believe the probability of a global recession has risen as a result of the Russian invasion in Ukraine.
Opinion
18
March 2022
Upcoming infrastructure
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Infrastructure is an asset class which typically performs well in times of high inflation and often contributes to the transition towards a green economy. Find out what we believe are the best areas of infrastructure are to invest in.
Opinion
11
March 2022
Private vs public companies
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There is a trend that companies are staying private for longer and some are no longer considering listing publicly at all. Although in the past it was more difficult for investors to access private companies, this is not the case anymore.
Opinion
4
March 2022
Convertible Bonds
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We continue to believe inflation and the associated interest rate hikes are the biggest risks investors will face as we move further into 2022. Read on to find out why convertible bonds should be well placed to outperform other asset classes.