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.

Markets

The Art of Outperformance

Niels Jensen
“When data contradicts theory in a discipline like physics, there is excitement amongst scientists . When data contradicts theory in finance, there is dismissal.” Robert Arnott Big shift to passive Active management in the equity…
Economy

The European Disease

Niels Jensen
The Absolute Return Letter, June 2010 “You cannot turn a pig’s ear into a silk purse, and there is no point in pretending that an economy like that of Greece could somehow become a mini-Germany ”with appropriate resolve and discipline”.…
Markets

The Commodities Con

Niels Jensen
In last month’s Absolute Return Letter I raised a yellow flag concerning the short term outlook for commodities. Quite a few readers asked me to elaborate on that, which is precisely what I am going to do. In the following, my assessment…
Markets

When the Facts Change

Niels Jensen
In last month’s letter I looked at the challenges confronting the world’s baby boomers based on the assumption that we are in a structural equity bear market, which implies below average returns for equity investors for several more years…
Economy

The Retirement Lottery

Niels Jensen
Most of us have about 20 years to secure our retirement - from our mid 40s to our mid 60s. That has been an absolute disaster for my generation, with inflation-adjusted returns on a global equity portfolio being down about 23% over the past…
Political Economy

If PIIGS Could Fly

Niels Jensen
It was always naïve to believe that a crisis so deep and profound was going to go away with a whimper; however, an increase of more than 50% in global equity prices can be very seductive, and nine months of virtually uninterrupted gains…
Economy

Mental Midgets and Moral Pygmies

Niels Jensen
The following is a re-print of the latest monthly newsletter from Niels Jensen of Absolute Return Partners, published with the express permission of the author. Visit www.arpllp.com to learn more about Absolute Return Partners.  You…
Monetary System

Time to Cut Taxes?

Niels Jensen
The following is a re-print of the latest monthly newsletter from Niels Jensen of Absolute Return Partners, published with the express permission of the author. Visit www.arpllp.com to learn more about Absolute Return Partners. You can…
Economy

The Hamster on the Wheel

Niels Jensen
This latest monthly missive is on dwindling energy supplies – known as Peak Oil, something Edward has talked about before. The parabolic rise and collapse in oil prices we saw last year was not just about speculation, it was about peak…

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