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ARP+ Insights

Here, our research team sheds light on investment opportunities and strategies, along with sharing our thoughts on current events and developments that have implications for our strategies.

A Further Update on Oil
This research paper is an extension of the oil paper we wrote back in July (see Paradigm Shifts in Oil dated 14 July 2015); however, the two can be read independently of each other.
The Credit Impulse Explained
We received many inquiries as to what the credit impulse really is, and how the data should be interpreted. This paper will address those issues.
Consumer Brand Licensing
Brand licensing is a rapidly growing industry, with the top 150 licensors accounting for almost $252 billion in global retail sales in 2013.
Natural Gas Dynamics
This research paper is an extension of an earlier research paper on oil (see Paradigm Shifts in Oil, dated 14 July, 2015). Whereas the earlier paper looked at the global oil price outlook, this paper will focus on natural gas prices.
The Credit Impulse Weakens
The research paper will define a relatively new economic term – credit impulse – and explain why it suggests that an economic downturn is around the corner.
Paradigm Shifts in Global Oil Markets
The objective of this research paper is to assess future expected levels of oil price volatility, given the paradigm shifts in the global oil industry, and secondly to evaluate which types of energy strategies that are likely to perform the best.
The Implications of Risk On, Risk Off on Portfolio Construction
The ultimate objective of this research paper is to identify the liquid alternative investment strategies which are most likely to deliver uncorrelated returns vis-à-vis global equities and thus work as an effective diversifier in the near future.
Aviation cyclicality
Whilst widely recognised that the aviation industry in general is a cyclical industry, how cyclical is aircraft leasing?