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Challenging the Consensus
Explore our research insights highlighted in reputable news outlets, along with complimentary independent global macro research from our extensive archive. We are committed to sharing our findings with the investment community to ensure our audience stays informed.
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Featured in Antipodes: A period of transition for global equities (Interview with Ian Harnett)
Podcast Episode: Global Equities at a Crossroads Guest: Ian Harnett, Co-Founder and Chief Investment Advisor ( ASR) Host: Alison Savas,...
Absolute Strategy
Oct 11 min read
Featured in Bloomberg Opinion: Assume an AI bubble. What difference would it make?
Consequences The dot-com bust happened before Google had gone public. Facebook and Twitter did not yet exist. Netscape Navigator and...
Absolute Strategy
Oct 12 min read
Ian Harnett Presents at LSEG: Europe’s Fiscal Frontier – Debt, Defense, and Development
Ian Harnett, Co-Founder and Chief Investment Strategist at Absolute Strategy Research, recently presented at the London Stock Exchange...
Absolute Strategy
Sep 291 min read
Ian Harnett Speaks at the Plenary session of the Absa Group 2025 Macro and Risk Management Conference
At the Absa Corporate and Investment Banking 's Macro & Risk Management Conference 2025, ASR’s Co-Founder & Chief Investment Advisor ...
Absolute Strategy
Sep 181 min read
Adam Wolfe featured on The Core: Why Emerging Markets Could Be the Next Big Investment Shift | Govindraj Ethiraj
At the Elara India Dialogues 2025, Govindraj Ethiraj in conversation with Adam Wolfe explores whether we are entering the next big...
Absolute Strategy
Sep 141 min read
Adam Wolfe speaks at Ashwamedh – Elara India Dialogue 2025
“The dollar’s cycle is turning but this time, the story for emerging markets may not be the same.” At Ashwamedh – Elara India Dialogue...
Absolute Strategy
Aug 311 min read
Featured in The Economist: Can China cope with a deindustrialised future?
The party’s five-year plans have in the past promised to lift the share of services in the economy as a step towards “rebalancing”. But...
Absolute Strategy
Aug 201 min read
Featured in Bloomberg: Xi Overcapacity Fight Leaves Economy Vulnerable Without Stimulus
Officials might also act with less restraint in stimulating consumer spending. There are more ways for the government to transfer income...
Absolute Strategy
Aug 201 min read
Ian Harnett Featured on Bloomberg's Opening Trade
Absolute Strategy Research Co-Founder and Chief Investment Advisor, Ian Harnett , joined Guy Johnson, Kriti Gupta, and Valerie Tytel on...
Absolute Strategy
Aug 101 min read
Featured in FT: Lessons from the 1920s and 30s on tariffs and markets
Investors today might be too complacent about the risks to earnings from slower growth and higher inflation Donald Trump sees “tariffs”...
Absolute Strategy
Aug 33 min read
Ebrahim Rahbari Featured on Asharq Business News with Bloomberg
Watch further here
Absolute Strategy
Jul 291 min read
Nick Nelson on CNBC Squawk Box Europe
Nick Nelson, ASR’s Head of Global Equities, was recently invited to share his insights on CNBC’s Squawk Box Europe , hosted by Julianna...
Absolute Strategy
Jul 201 min read
Featured in FT: UK investors still face a gap between 1990s nostalgia and reality
“Events are sometimes hard. It has been hard to get people round the table,” said Tom Peberdy of the UK client group at asset manager...
Absolute Strategy
Jul 181 min read
Featured in Nordsip: Five minutes to Midnight – and We Have not Even Started the Energy Transition
Have We Even Begun? Global energy demand continues to increase, driven by rising living standards – a logical correlation. Yes, energy...
Absolute Strategy
Jul 161 min read
Featured in Bloomberg Opinion - Points of Return: All the president's men are coming after Powell
Ten-year yields back close to 5% are exactly what the administration doesn’t want, but exactly what it would deserve for a naked...
Absolute Strategy
Jul 131 min read
Featured in Wealth of Nations: Dangerous Complacency
Thoughts on Trump's latest trade salvoes, who's afraid of the strong euro, and how Italy and France have traded places The End of the...
Absolute Strategy
Jul 123 min read
Featured in Carbon Risk: The carbon abatement return on investment
Uncertainty over the future demands from AI and datacentres notwithstanding, energy consumption per person tends to flatten out once...
Absolute Strategy
Jun 181 min read
Ian Harnett on Bloomberg Television and Bloomberg Radio
We’re pleased to share that Ian Harnett , Co-Founder and Chief Investment Advisor at Absolute Strategy Research , was recently featured...
Absolute Strategy
Jun 161 min read
Featured in South China Morning Post: Trump China tariff policy ill-suited to supply chain problems, US panel told
Testifying before the US-China Economic and Security Review Commission, which monitors national security implications of bilateral trade...
Absolute Strategy
Jun 52 min read
Ian Harnett Presents at the Independent Research Conference hosted by Noble Capital Advisors
ASR’s Chief Investment Advisor and Co-founder Ian Harnett was recently invited to an exclusive investment event hosted by George Noble,...
Absolute Strategy
Jun 41 min read
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