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Latest News - Niels Clemen Jensen

Why a decade of QE has not (yet) created an inflationary spiral

The trick is to make it unattractive for commercial banks to lend, and that can be done by keeping short-term very low

Equity investors face a 30-year slump in the rate of return

Unless we fix our productivity crisis the average annual inflation-adjusted global equity returns will be no more than zero to 3%.

Private credit offers an escape from miserly bond yields

Let’s begin with the bad news: equities and bonds will most likely deliver disappointing returns for many years

The future of active fund fees is more utility than luxury

My clients often ask me what I think is fair to charge for managing money

What happens to the economy when generation X retires?

Across the OECD, 150 million people will retire in the next 15 years – a trend that will change everything

Demographics is destiny, but is it inflationary?

Over the last three years the idea that ageing is deflationary has been persuasively challenged

It's not 2008 yet, but we are entering shark filled waters

Until 26 January, everything was plain sailing in global equity markets