The end of indexing six structural megatrends that threaten passive investing. End of Indexing: Six structural mega 2019-01-27

The end of indexing six structural megatrends that threaten passive investing Rating: 6,9/10 796 reviews

Libro: The end of indexing

the end of indexing six structural megatrends that threaten passive investing

With The End of Indexing, Niels Jensen offers a treasure trove of market insights, presented in a global context, that will help readers reach their goals despite the coming headwinds. Rise of the East 5. He began his career in Copenhagen in 1984 before moving to Sherson Lehman in London in 1986. Retirement of the baby boomers 3. The Death of Fossil Fuels 8. Death of fossil fuels 6. The death of fossil fuels Electrification of heating and transportation is a policy pursued by governments worldwide, and the two key drivers are global warming and water scarcity.

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Jensen, The End Of Indexing

the end of indexing six structural megatrends that threaten passive investing

As a new investment approach is called for, The End of Indexing provides investors with a guide to the challenging environment ahead and a warning about the future decline of index-tracking. In parts it makes for chilling reading, as like most people my recency bias causes me to hope that we're not in for a major secular bear market. Given this abysmal outlook, what should investors do? End of the debt super-cycle 2. Not to mention that there are many blank pages, repetition of aready made statements all over,. Jensen identifies six structural mega-trends that are set to disrupt investors around the globe: 1. But, in The End of Indexing, investment veteran Niels Jensen presents a different vision.

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The End of Indexing : Niels Jensen : 9780857195494

the end of indexing six structural megatrends that threaten passive investing

Declining spending power of the middle classes 4. Servicing a growing ties up more and more capital, which could otherwise be used to enhance productivity. The Declining Spending Power of the Middle Classes6. Graps whereby two lines drop e. Investment techniques and methodologies - including passive investing strategies - that have worked so well in the bull market of the last 35 years will no longer deliver acceptable results. Investment techniques and methodologies - including passive investing strategies - that have worked so well in the bull market of the last 35 years will no longer deliver acceptable results. It is written in an accessible way for both professional and experienced private investors.

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End of Indexing: Six structural mega

the end of indexing six structural megatrends that threaten passive investing

I have worked closely with Niels for over 15 years and I rank him as one of the most astute investors I know. But, in The End of Indexing, investment veteran Niels Jensen presents a different vision. Although many of the charts he uses are based on U. Niels founded Absolute Return Partners in 2002 and is Chief Investment Officer. Clients and prospects are advised to carefully consider the opinions and analysis offered in the blogs or other information sources in the context of the client or prospect's individual analysis and decision making. Indexing appears to be unstoppable.

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Jensen, The End Of Indexing

the end of indexing six structural megatrends that threaten passive investing

Jensen is a Dane based in London, the chief investment officer of Absolute Return Partners, which he founded in 2002. For a more in-depth and brilliantly written account of the current and future economic environment, try Satyajit Das, A Basket of Consequences. He began his career in Copenhagen in 1984 before moving to Sherson Lehman in London in 1986. Rise of the East 5. In 1999 he re-joined Lehman Brothers, now in charge of European Wealth Management.

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The End of Indexing: Six structural mega

the end of indexing six structural megatrends that threaten passive investing

Keynes taught us the dangers of being myopic. The author makes unfounded and rediculous statements all over. As a new investment approach is called for, The End of Indexing provides investors with a guide to the challenging environment ahead and a warning about the future decline of index-tracking. But, in The End of Indexing, investment veteran Niels Jensen presents a different vision. This is a book you're going to want to read more than once. Rise of the East 5. And it may well help a number of investors to improve upon their own approaches.

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The end of indexing : six structural mega

the end of indexing six structural megatrends that threaten passive investing

All quotes are in local exchange time. His book, The End of Indexing, it is not only a remarkable study of market trends and economic reasoning, it is done with his inimitable style and grace in writing that makes everything he writes so readable and immediately come to the front of my reading list when it shows up in my inbox. Why Index Investing Will Dwindle Bibliography Niels Clemen Jensen has over 30 years of investment banking and investment management experience. Indexing appears to be unstoppable. We get into those six structural mega-trends in our conversation today, taking a deeper dive into a couple of them in particular. And this it the biggest problem because you never know what angry people will do.

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End of Indexing: Six Structural Mega

the end of indexing six structural megatrends that threaten passive investing

Indexing appears to be unstoppable. His new book presents a different vision of the future for investors; one where index tracking strategies are poorly suited. His conclusion that passive investment strategies expose investors to the wrong type of risk at the wrong side of the megatrends, is accompanied by some convincing suggestions regarding where to maintain risk exposures. And this effect is very significant over especially the last two decades. In other words, it is a measure of capital efficiency. Keynes taught us the dangers of being myopic. Jensen identifies six structural mega-trends that are set to disrupt investors around the globe:1.

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The End of Indexing: Six structural mega

the end of indexing six structural megatrends that threaten passive investing

But, in The End of Indexing, investment veteran Niels Jensen presents a different vision. Together, these six trends have the potential to create conditions resembling a perfect storm, which will result in low economic growth for years — possibly decades — and mediocre returns on stocks and other risk assets. You don't even need to buy into every aspect of these to sympathise with his intelligent interpretations. It is indeed a highly readable rainy-day read that pours cold water on the future of passive investing. Niels' book, and the approach he takes to separating out key long-term structural issues and hammering home their importance, may help to redress the balance. In a forthright and compelling examination of the investment landscape, Jensen argues that the economic environment we are entering will be unsuited to index-tracking strategies. A fundamentally different, outside-the-box approach to investing will be required.

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