Commentary

Globalisation 2.0 in the Context of Putin

Earlier this year, we added “Globalisation 2.0” to our list of megatrends – trends that are virtually set in stone and so all-encompassing that they will have a profound effect on financial markets in the years to come.

Commentary

2022 vs. 1979

In August 1979, President Carter appointed Paul Volcker as Chaiman of the Federal Reserve.

Commentary

Deforestation of Magic Money Trees

“If the Fed loses its independence, the age of magic money could end in catastrophe”.

Commentary

The Rise of Wealth-to-GDP

We have a long and proud history of investing thematically and believe you can remove a great deal of volatility in your portfolio, if you do so.

Commentary

The House of Cards

"Without Italy, there is no Europe, but outside of Europe, there is even less Italy." -Mario Draghi

Commentary

The Canary in the Coal Mine?

Sri Lanka is in turmoil.

Commentary

The End of Indexing

It took me a long, long time to write The End of Indexing.

Commentary

Is Gold the Answer?

Gold and silver is money. Everything else is credit.

Commentary

Are Public Deficits Out of Control?

Is gold the answer?

Commentary

10% Inflation to Come?

"Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man." Ronald Reagan

Commentary

A New Era Of Globalisation

Here at Absolute Return Partners, our portfolio construction is driven by the six structural megatrends that we have identified.

Commentary

The Commodities Quandary

Welcome to the new, slimmer format of the Absolute Return Letter.

Commentary

A Democracy on Crutches

This month’s Absolute Return Letter deals with a hyper-sensitive topic.

Commentary

The Reincarnation of Fossil Fuels?

If you have read the Absolute Return Letter for years, you will be aware that the January letter always stands out from the others.

Commentary

Why Much Wealth Must Be Confiscated

Wealth has risen excessively in recent years and, now, inflation has started to rise as well. Why those two stories are two sides of the same coin, and why much of the growth in wealth must be confiscated again is what this month’s Absolute Return Letter is about.