Author

Niels Jensen 64 posts 0 comments

Niels is a founding Partner of Absolute Return Partners LLP and its Chief Executive Partner. He is a graduate of University of Copenhagen with a Masters Degree in economics. He has 25 years of investment banking, private banking and asset management experience.

Political Economy

What Happens Next?

Niels Jensen
The question is not whether Greece will default but what will happen once it has. If Greece defaults but stays in the euro, not only will it not solve the underlying lack of competitiveness, but markets will immediately turn their attention…
Markets

The Case for Human Ingenuity

Niels Jensen
There are essentially three reasons why I think oil prices will go through a rather dramatic correction over the next several years: 1. Many investors who, in recent years, have added commodities to their portfolios as a hedge will…
Markets

Confessions of an Investor

Niels Jensen
By Niels Jensen The Absolute Return Letter, April 2011 “When models turn on, brains turn off.” Til Schulman I have been thinking a great deal about risk over the past couple of years. The depth of the financial crisis…
Markets

From Dublin to Tripoli

Niels Jensen
The Absolute Return Letter, March 2011 By Niels Jensen “Experience is the name everyone gives to their mistakes” Oscar Wilde A remarkable month Two remarkable events unfolded during the month of February. One cleared…
Economy

Find the Hat

Niels Jensen
“If spending an amount equal to half of the world’s second largest GDP to buy up foreign currencies is not currency manipulation, then what is?” -Martin Wolf, Financial Times The perils of Chicago Many moons ago, long before I…
Markets

The Dirty Dozen

Niels Jensen
In the following post I list a number of risk factors which I believe investors should give serious consideration, but I do not for one second pretend for that list to be exhaustive. Neither should you read anything into the order of which…
Markets

Four Rather Sick Patients

Niels Jensen
The Absolute Return Letter, November 2010 by Niels Jensen “If I were BoJ, I would set a trap for all the currency speculators in the world. I would intervene in the currency market, appearing unsuccessfully, to lure speculators to…
Political Economy

Insolvency Too

Niels Jensen
by Niels Jensen “There are those who don’t know and those who don’t know they don’t know.” -John Kenneth Galbraith On 1st January 2013, a new directive regulating insurance companies which conduct business within the EU will come…
Economy

Beggar thy Neighbour

Niels Jensen
“I am deeply ashamed to know that I won't be able to pay our staff. They have got mortgages, children. What am I supposed to do?" Jesus Manuel Ampero, Mayor of Cenicientos (Spain) It has been an unpredictable summer. Investors…

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