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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
A Global Recession? Why the probability of a Worldwide Economic Contraction Is Rising
The presentation attached is a presentation I gave to the IC of a UK wealth management firm earlier today. As you can see, I believe the probability of a global recession has risen as a result of the Russian invasion in Ukraine.
Opinion
Upcoming infrastructure
Infrastructure is an asset class which typically performs well in times of high inflation and often contributes to the transition towards a green economy. Find out what we believe are the best areas of infrastructure are to invest in.
Opinion
Private vs public companies
There is a trend that companies are staying private for longer and some are no longer considering listing publicly at all. Although in the past it was more difficult for investors to access private companies, this is not the case anymore.
Opinion
Convertible Bonds
We continue to believe inflation and the associated interest rate hikes are the biggest risks investors will face as we move further into 2022. Read on to find out why convertible bonds should be well placed to outperform other asset classes.
Opinion
The newest (at least to me) tech neologism: Proptech
Technological disruption, for a long time, has been the central driver of growth all around the world. Although the real estate sector has not needed to innovate in the past, the emergence of proptech could be a sign that the industry is changing.
Opinion
2022 Market Outlook
A year of "normalisation"
Read our market outlook for 2022 for our thoughts on what 2022 will look like for a range of asset classes.
Opinion
Investment Rules: Pick your moments to be contrarian
Too often investors, in time of success, like to be considered contrarian. It’s the appeal of being a successful maverick, on hindsight.
Opinion
Investment Rules: Don’t stick to your principles
Let me give you a very simple example why my investment principles change subject to the environment we are in.
Opinion
Passively active risk
The significant flow of funds from active to passive mandates implies a risk that is not widely understood. Passive equity funds pay no attention whatsoever to valuations.