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.

Commentary

The Healthcare (R)evolution

"Getting older is fine. There is nothing you can do to stop it so you might as well stay on the bus." John Byrne

Commentary

Govcoin

Let me begin with a confession. Govcoin is a made-up name.

Commentary

Supercycle or not?

Why commodity markets have done so exceptionally well

Commentary

The Year of Living Dangerously

How to structure your portfolio when interest rates are rising.

Commentary

The Dilemma - Why investments Must Be Boosted But Also Why Society May Not Be Able to Afford It

You know society is in trouble when the Prime Minister of your country stands up and says something along the lines of “of course we can afford to take on more debt – you are old-fashioned if you think otherwise”.

Commentary

The Global Economy Post COVID-19

"This pandemic has magnified every existing inequality in our society – like systemic racism, gender inequality, and poverty." Melinda Gates

Commentary

Will Brexit Lead to Bruin? - The Cost of Absurdity

The UK-EU trade agreement entered into just before Christmas is a 1,200-page monster which contains far more cons than pros for the British economy despite Boris Johnson doing his very best to convince the British public of the opposite. In this month’s Absolute Return Letter, you can see why.