Absolute Return Partners @AbsoluteReturnP

We are excited to announce the launch of our new website: arpinvestments.com The new site outlines ARP's continued commitment to megatrend investing and highlights our business focus on fund management. #megatrends #investing #thematicinvesting #website

Despite the mess Brexit has created, neither the British public nor politicians seem to be in a rush to reverse it. In this issue of the ARL we look at the public sentiment towards Brexit and the next steps on the UK's relationship with the EU. arpinvestments.com/arl/after-brex…

Is there any reason to invest in anything but US equities in 2025? Read our Jan 2025 issue of the ARL to find out what we think will be the biggest risks for investors in the new year, particularly in relation to US equities. arpinvestments.com/arl/any-reason…

What will a Trump presidency mean for the US economy? For at least two years Trump will benefit from a Red majority in Congress. If he keeps his policy promises from his campaign, how could the US economy perform under his tenure? arpinvestments.com/insights/the-t…

Is the US's time as the world's hyperpower slowly coming to an end? While the US has effectively ruled the world politically and economically since between the WWs, China is knocking on the door. Find out why and what this means for financial markets. arpinvestments.com/arl/the-finite…

How is the US Presidential Election race shaping up just weeks after President Biden stepped away with Vice President Harris now the Democratic nominee? Read our latest ARP+ Opinion Paper to hear our view and what it may mean for investors. arpinvestments.com/insights/it-is…

Green stocks have suffered as Trump becomes more likely to win. Classifying uranium as part of the 'Trump Trade' is, however, a great mistake that investors should take advantage of. Find out more in our latest ARP+ research paper. arpinvestments.com/insights/urani…

Announcement - ARP Megatrend Fund We are pleased to announce the launch of the ARP Megatrend Fund, marking a significant milestone in our journey as an investment manager. Follow the link below to find out more about the ARP Megatrend Fund. arpinvestments.com/megatrend-fund #megatrend

Take a look at our new research paper on AI. The paper explores whether AI can address the worker shortage, or does it spell the end of the human race? Views are divided, but one thing is certain - AI will accelerate the rate of economic growth. #AI #ARP arpinvestments.com/insights/ai

Three Reasons to Moderate your Optimism Our latest Absolute Return Letter explores the inevitable impact of an aging population on investment returns. With demographic trends shifting, we must adapt to the potential decline in returns on risk assets. arpinvestments.com/arl/three-reas…

Updated ARP Megatrend Paper - Climate Change The return of El Niño is cause for concern. Despite being natural, it could drive temperatures above the critical +1.5°C limit, causing major problems. How decision makers will react remains uncertain. arpinvestments.com/megatrend-pape…

The Future Belongs to Graphene: Graphene is the world's first 2D material, and its potential for scientific breakthroughs. Get ready for massive improvements in smartphone and electric car performance with graphene-enhanced lithium-ion batteries. arpinvestments.com/insights/the-f…

The Return of El Niño Contrary to popular belief, recent warmth was kept in check by La Niña. However, she has left, making way for El Niño. Brace yourself for warmer weather with significant implications ahead. Follow the link to discover more! #climate arpinvestments.com/arl/the-return…

Our new research paper reveals DLE, a revolutionary extraction method. Mining companies may struggle to adopt it, while briners could see significant earnings boosts. #DLE #LithiumIndustry #Innovation #thematicinvesting #Lithium arpinvestments.com/insights/how-d…

Our May Absolute Return Letter is out now, explaining the potential return of quantitative easing (QE). While QE can be inflationary in the long-term, the pressure to stimulate a global economy is immense, which is good news for risk assets. arpinvestments.com/arl/the-return…

Is it Time to Turn Bullish? We have just published our research paper and it's good news for equity investors! Our previously negative views have been moderated as the ongoing slowdown may not lead to a full-blown recession after all. #equities #Bullish arpinvestments.com/insights/is-it…

The Rising Gap between Rich and Poor Our new megatrend paper explores the growing inequality that is affecting economies worldwide and the implications it has for businesses, governments, and individuals. #ARP #inequality #investing #megatrends arpinvestments.com/megatrend-pape…

The Future Belongs to Green Hydrogen: Our most recent research paper explains how the rate of green hydrogen production may mean that we are not that many years away from being able to bin fossil fuels completely. #fossilfuels #GreenHydrogen #investing arpinvestments.com/insights/the-f…

Why Megatrend Investing is a Winning Formula: Thematic investing is very different from conventional investing. Therefore, you end up with a portfolio that looks very different, but is likely to work in your favour over time. Here is why... arpinvestments.com/insights/why-m…

Why Commodities May Defy the Odds in 2023: Could commodity prices, despite a soft economic outlook, go higher this year? I can think of at least five reasons why commodities may perform better than what economic fundamentals in EU and US would suggest. arpinvestments.com/insights/why-c…