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ARP+ Insights

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.
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.
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.
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.
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?
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.
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.
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.
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.