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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
The newest (at least to me) tech neologism: Proptech
Technological disruption, for a long time, has been the central driver of growth all around the world. Although the real estate sector has not needed to innovate in the past, the emergence of proptech could be a sign that the industry is changing.
Opinion
2022 Market Outlook
A year of "normalisation"
Read our market outlook for 2022 for our thoughts on what 2022 will look like for a range of asset classes.
Opinion
Investment Rules: Pick your moments to be contrarian
Too often investors, in time of success, like to be considered contrarian. It’s the appeal of being a successful maverick, on hindsight.
Opinion
Investment Rules: Don’t stick to your principles
Let me give you a very simple example why my investment principles change subject to the environment we are in.
Opinion
Passively active risk
The significant flow of funds from active to passive mandates implies a risk that is not widely understood. Passive equity funds pay no attention whatsoever to valuations.
Opinion
Why bother with profit to make money
These days more and more companies – particularly in the U.S. – are run for volume rather than profit.
Opinion
Innovation ≠ Productivity
Today’s innovations are not likely to have nearly the same impact on productivity as, say, the car had on the productivity of our parents.
Opinion
Does demographics matter to long-term equity returns?
Several studies confirm what we already know intuitively. Middle-aged adults are important drivers of capital market returns.