Thematic, innovative and bespoke investment solutions and thinking
Before you use our website we need you to know this. Click on each section for the full information.
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.

Information about Unregulated Collective Investment Schemes is not intended for the general public

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.

Our website stores information on your device

Our website uses technologies, such as cookies, to distinguish you from other users of our website, which helps us to provide you with a good experience when you browse our website and also allows us to improve our site. We do not use these technologies for third-party related advertising or for storing/collecting personal information. For more information please see our Privacy Policy.

You accept our Terms and Privacy Policy when using our website

Before accessing the Website you should carefully read the terms set out in our Terms of Website Use and our Privacy Policy as these will apply to the entire contents of the Website and to any correspondence between us and you.

By accessing any part of the Website you are indicating that you accept these terms and that you agree to abide by them. If you do not accept these terms, do not use the Website.
Agree and close

ARP+ Insights

Research
A Future of Pedestrian Economic Growth
Investors often assume adverse demographics will have only limited effect on GDP growth. The introduction of robots will see to that. We don’t agree. In this paper you can see why.
Research
Investing in Natural Resources in a Changing World (Part IV of V)
Investing in natural resources shall require a change in strategy, and graphite could turn into the resource of the 21st century. Here is why.
Research
Investing in Natural Resources in a Changing World (Part III of V)
Water is a growing problem. While some countries will suffer from severe scarcity problems in the years to come, other countries are at risk from (literally) drowning in water.
Research
Investing in Natural Resources In a Changing World (Part II of V)
With 85% of all the electricity produced around the world every day coming from fossil fuels and with the carbon dioxide content in the atmosphere growing incessantly, the world is eager to replace fossil fuels as soon as possible.
Research
Investing in Natural Resources In a Changing World (Part I of V)
Our natural resources are stressed, because of rising living standards but also because of climate change. Something will have to happen but what?
Research
The Bull Case on Uranium
Uranium is a controversial subject, but I am nevertheless convinced that a very interesting investment opportunity is presenting itself. Read more here.
Research
The Emerging Opportunity in Shipping
Fundamentals in the shipping industry are about to change profoundly. After having been in a bear market for most of the last decade, shipping prices should improve again almost regardless of overall economic conditions.
Research
The Productivity Conundrum (Part II of IV)
As fusion energy is still at least 10-15 years away from commercialisation, we will rely on the Digital Revolution to boost productivity at least for another decade or so.
Research
The Productivity Conundrum (Part I of IV)
The implications of slowing productivity growth for many developed countries are serious. In Paper 1, we explore what productivity really is, and how its stagnation will impact the global economy.