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
The hunt is on: where will Lloyds find 700 wealth advisers?
Lloyds’ ambitious target of recruiting over 700 advisers has raised more than a few eyebrows, increasing competition in an already challenging market.
Mifid II has exposed huge holes in wealth due diligence
When you reflect on your operational due diligence process for assessing funds, do you or your colleagues ever think – is our process robust? Do we ask all the right questions in the right way?
Tip of the iceberg: why are wealth firms culling jobs?
After a number of wealth firms announced job cuts, we look at whether this is the start of a wider industry trend.