A Viewpoint from Across the Pond

Niels Jensen and the crew at Absolute Return Partners in London are some bright people, worth reading. Sometimes the best way to get a clear perspective on something is to get outside it. They write specially about financial markets in the UK, so some acronyms are strange (e.g., FSA is Financial Services Authority, their SEC), but much of their writings apply to all investment in the developed and developing world. The December 2011 newsletter is not investment advice per say, more of an explanation of investment adviser results.

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