Thematic, innovative and bespoke investment solutions and thinking

Welcome Name

Thank you for signing up to ARP+, we will email you to send you the latest research papers and to invite you to our webinars.

ARP+ subscription includes

Megatrend papers

In-depth papers based on the megatrends that drive our investment research and asset allocation, such as Climate Change, The Era of Disruption and The Rising Gap between Rich and Poor.

ARP+ Insights

In-depth articles:

• Research on specific investment opportunities

‍• Strategy summaries on niche alternative strategies

• ARP opinions on current developments shaping the world

Webinars

Quarterly live webinars with Niels Jensen, renowned author of The End of Indexing, reviewing current events in financial markets and providing insights into investment opportunities.

Latest Megatrend papers

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
.
Changing Demographics - December 2023 Update
Megatrend details >
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
.
The Rising Gap between Rich and Poor - April 2023 Update
Megatrend details >
All Megatrend papers

Latest Insights

Research
12
April 2024
Out-of-Control Public Deficits
Worldwide, government debt-to-GDP is now nearly 100%, and governments seem not to care. Should you?
Research
14
March 2024
Demise of the DM Growth Model
Three megatrends have a negative impact on GDP growth, leading us to expect lower returns than we have enjoyed in recent years.
Research
6
February 2024
Some Thoughts on Productivity Growth
Productivity growth is falling short of expectations in many countries. When combined with a problematic demographic outlook, it spells little or no economic growth, and you’ll need to approach portfolio construction quite differently.
All Insights

Latest Webinars

Upcoming
11
April 2024
Live event
at
3:00 pm
UK time
AI’s Excessive Use of Electricity and Water and How to Take Advantage of That
Upcoming
10
January 2024
Live event
at
3:00 pm
UK time
Four developments that could unsettle the world in 2024
All Webinars
Subscribe now

Please contact us if you would like to receive a sample of ARP+ content before subscribing or if you have any questions regarding ARP+.