The Year of Disinflation
by Niels Clemens Jensen, Absolute Return Partners Inflation is when you pay fifteen dollars for the ten-dollar haircut…
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Three Reasons to Moderate Your Optimism
by Niels Clemens Jensen, CIO, Absolute Return Partners Optimism is the madness of insisting that all is well…
How Terminal Is Terminal?
by Niels Clemens Jensen, CIO, Absolute Return Partners The ultimate level of interest rates is likely to be…
Niels Clemens Jensen: One Year On
by Niels Clemens Jensen, CIO, Absolute Return Partners We forgot that war is history’s favourite driver of inflation.…
The R Year
by Niels Clemens Jensen, Absolute Return Partners We are in the fight of our lives, and we are…
2022 vs. 1979 – What can we learn from the Volcker years?
by Niels Clemens Jensen, CIO, Absolute Return Partners It is a sobering fact that the prominence of central…
Deforestation of Magic Money Trees
by Niels Clemens Jensen, CIO, Absolute Return Partners My only question is, who is our bigger enemy, Jay…
The Reincarnation of Fossil Fuels?
by Niels Clemens Jensen, Absolute Return Partners I never saw a bureaucracy produce a single barrel of oil.…
COP25½
by Niels Clemens Jensen, Absolute Return Partners Climate change is not just about CO2 levels and melting polar…
When r > g
by Niels Clemen Jensen, Absolute Return Partners What are the implications when capital market returns outstrip economic growth?…
The Healthcare (R)evolution
by Niels Clemen Jensen, Absolute Return Partners "Getting older is fine. There is nothing you can do to…
Govcoin – The first proper digital currency has arrived
Innovation is the outcome of a habit, not a random act. by Sukant Ratnakar, Absolute Return Partners Let…
The Year of Living Dangerously
by Niels Clemen Jensen, Absolute Return Partners It all comes down to interest rates. As an investor, all…
Niels Jensen: Will Lithium Sink OPEC?
Instead of begging OPEC to drop its oil prices, let's use American leadership and ingenuity to solve our…