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
What Quilter/Lighthouse tells us about consolidation wave
Since the beginning of this year at least 14 deals have been announced but how do valuations in the financial advice and wealth management sector look like?
Why are so many wealth managers desperate to pack it in?
Increased regulation, Brexit, short-termism - with so many pressures piling up, it comes as no surprise wealth manager job satisfaction is on the decline.
Top 30 under 30: how wealth firms can appeal to young talent
The young guns of 2019 tell us industry’s boorish and boring image must be tackled.