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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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I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.
Warren Buffett

Our long-term Investment Megatrends

Rise of the East

The 21st century could very well turn in to the century where the US loses its status as the ultimate economic superpower of the world, such is the size of the economic powerhouse being built in and around China. For example, there are already more Chinese households with a disposable income in excess of $10,000 than in the United States.

Although the Chinese have built a number of bridges to nowhere in recent years, effectively dealing with the social tensions that could come about as a result of millions of workers having migrated from rural parts of the country to urban areas, it would be a fallacy to suggest that economic growth in China is not for real.

One obvious area for investors to focus on is agriculture, and the reason is simple. As living standards improve, the first thing consumers spend more money on is always more, and better quality, food – almost always more protein-rich food.

Responsible investing

As part of our commitment to responsible investing, we are signatories of the UN PRI and have linked this megatrend to the following UN Sustainable Development Goals:

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