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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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ARP+ Insights

Opinion
Healthcare in Election Years
A Hot Potato?
Healthcare stocks almost always underperform the broader market in presidential election years. Is it going to happen this year too?
Opinion
Clickbait Galore
Are we being told the truth, the whole truth and nothing but the truth about climate change? No, so help us God.
Opinion
A Few Facts about the Changing Climate
The planet is 4.5 billion years old and the climate system far more complex than you are led to believe. One can therefore argue that thinking we can fix everything by reducing carbon dioxide emission levels is probably a tad naïve.
Opinion
Banks to Come Back into Fashion
With interest rates rising higher and faster than expected, there is understandably a lot of concern in financial markets. However, will banks see a direct uplift to profits through higher rates…and will this translate to higher share prices?
Opinion
Conclusions or No Conclusions from China's NPC
China’s 20th National People’s Congress took place towards the end of October and President Xi secured his third term. There were many other points that were discussed, but what are the main conclusions that investors should be taking away from this?
Opinion
Gilt Gyrations
In the UK, the Chancellor’s mini budget on Friday 23rd September, created turbulence in the gilts and sterling markets. The Bank of England stepped in and stabilised these markets, but how does this affect its credibility and can this stability last?
Opinion
The Sustainability of Food
The World Food Programme reports that more than 1 in 9 people go hungry every day. The food and agricultural industry is also a massive contributor to global emissions. The rise in sustainability will boost a wide range of investment opportunities.
Opinion
The Future of Food Prices
Food prices spiked a great deal in the immediate aftermath of Russia’s invasion of Ukraine. Despite seeing easing prices over the last few months, we believe that the supply and demand dynamics of agricultural commodities points to elevated prices.
Opinion
The Unsustainability Discount in Real Estate
The real estate landscape is due for a significant change given the greater focus on ESG and decarbonisation. Unsustainable assets will take a hit on valuations, returns and future sale prospects. This means investors must act now.