The Year of Disinflation
by Niels Clemens Jensen, Absolute Return Partners Inflation is when you pay fifteen dollars for the ten-dollar haircut…
February 2, 2024
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
October 4, 2023
Three Reasons to Moderate Your Optimism
by Niels Clemens Jensen, CIO, Absolute Return Partners Optimism is the madness of insisting that all is well…
July 3, 2023
How Terminal Is Terminal?
by Niels Clemens Jensen, CIO, Absolute Return Partners The ultimate level of interest rates is likely to be…
April 5, 2023
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.…
March 1, 2023
The R Year
by Niels Clemens Jensen, Absolute Return Partners We are in the fight of our lives, and we are…
January 4, 2023
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…
December 2, 2022
Deforestation of Magic Money Trees
by Niels Clemens Jensen, CIO, Absolute Return Partners My only question is, who is our bigger enemy, Jay…
November 2, 2022
The Reincarnation of Fossil Fuels?
by Niels Clemens Jensen, Absolute Return Partners I never saw a bureaucracy produce a single barrel of oil.…
January 6, 2022
When r > g
by Niels Clemen Jensen, Absolute Return Partners What are the implications when capital market returns outstrip economic growth?…
November 17, 2021
The Healthcare (R)evolution
by Niels Clemen Jensen, Absolute Return Partners "Getting older is fine. There is nothing you can do to…
September 1, 2021
The Year of Living Dangerously
by Niels Clemen Jensen, Absolute Return Partners It all comes down to interest rates. As an investor, all…
May 4, 2021