ACTV - The Year Of Disinflation

2024-02-04 04:15:00 ET

Summary

• Absolute Return Partners is a London-based investment advisory business. Founded by Niels Jensen in 2002, it focuses on providing bespoke alternative investment solutions to institutional investors. In total, it manages over $600 million of assets across the group.
• Consumer price inflation, which is now falling rapidly across the OECD, will soon return to levels that central bankers are comfortable with.
• I also expect bond yields to fall further, and this begs an interesting question – could we be in for a good year for both bonds and equities, i.e. a win-win for 60/40 portfolios?

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