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We do not offer investment advice to private investors

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.

Our website does not give investment advice

The information contained on the website you are about to access (Website) is for information purposes only and does not constitute and should not be construed as advice on which reliance should be placed, nor is it an offer by Absolute Return Partners LLP (ARP) to enter into any contract or investment agreement or a solicitation to buy or sell any investment in any jurisdiction or in any circumstances. Any information provided in relation to a specific fund is not intended to provide a sufficient basis on which to make any investment decision as any such decision requires careful study of the offering memorandum of the relevant fund.

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No information on the Website is intended to amount to the financial promotion of Unregulated Collective Investment Schemes which are not authorized or recognised by the UK Financial Conduct Authority (FCA) and cannot be promoted to the general public. Any such information is intended solely for certain classes of investors permitted to receive it under relevant legislation and regulations, including investors falling within the qualifying categories set out the Conduct of Business Rules contained in the FCA Handbook or in the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2005, in each case as amended or replaced from time to time. This is because such investors are sufficiently experienced and sophisticated to understand the risks associated with such investments, including the possibility of a substantial loss or complete loss of their investment.

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Megatrend papers

These Megatrends shape our investment philosophy and drive everything we do at ARP, from asset allocation to product development.

1
Last Stages of the Debt Supercycle - October 2022 Update
The very last phase, before the supercycle collapses, is the so-called panic stage, a phase we have recently entered in the current supercycle. Read on to find out what that means.
Coming soon
1
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Last Stages of the Debt Supercycle - October 2022 Update
Megatrend details >
2
Changing Demographics - December 2023 Update
The fertility rate is in free fall and more and more people leave the workforce before reaching retirement age. What does that mean?
Coming soon
2
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Changing Demographics - December 2023 Update
Megatrend details >
3
The Rising Gap between Rich and Poor - April 2023 Update
The gap between rich and poor is growing fast because of falling living standards amongst ordinary people. How is it likely to end?
Coming soon
3
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The Rising Gap between Rich and Poor - April 2023 Update
Megatrend details >
4
Rise of The East - January 2023 Update
Asia is a compelling investment case but, at the same time, it faces some serious issues, which could undermine economic growth.
Coming soon
4
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Rise of The East - January 2023 Update
Megatrend details >
5
The Era of Disruption - November 2022 Update
Business platforms have been disrupted for hundreds of years. The advent of digital technology has had the effect of accelerating the pace of disruption quite dramatically.
Coming soon
5
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The Era of Disruption - November 2022 Update
Megatrend details >
6
Climate Change - June 2023 Update
The return of El Niño spells trouble as the temperature could rise another 0.2-0.4°C. If the average temperature suddenly goes through, what happens then?
Coming soon
6
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Climate Change - June 2023 Update
Megatrend details >
7
Globalisation 2.0
Globalisation is changing with economic implications to follow. We don’t think it will reverse, but following the GFC and Russian invasion of Ukraine certain elements are changing.
Coming soon
7
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Globalisation 2.0
Megatrend details >
8
Mean Reversion of Wealth-to-GDP - February 2024 Update
Has wealth-to-GDP begun to mean-revert? It does indeed look like that with the ratio currently at 547 after having peaked at 615.
Coming soon
8
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Mean Reversion of Wealth-to-GDP - February 2024 Update
Megatrend details >