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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 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
2 days ago1 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
2 days ago1 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 111 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 43 min read
Ebrahim Rahbari Featured on Asharq Business News with Bloomberg
Watch further here
Absolute Strategy
Jul 301 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 211 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 191 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 171 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 141 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 133 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 191 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 171 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 62 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 51 min read
Congress Hearing: Adam Wolfe, The US-China Economic and Security Review Commission of the US Congress
ASR’s Emerging Market Economist Testifies Before U.S. Congress Second time in 2 Years Adam Wolfe, ASR’s Emerging Market Economist, was...
Absolute Strategy
Jun 51 min read
Featured in FT: Free Lunch: China’s untapped consumer
China’s zero-Covid pandemic approach and its real estate crash have, however, scarred households. Consumer confidence remains...
Absolute Strategy
May 251 min read
Ian Harnett in Bloomberg: How to Invest $10,000 Right Now
Look to Japan The idea: Over the longer term, we expect international equities to gain ground and the US dollar to weaken. The currency...
Absolute Strategy
Apr 243 min read
Featured in Longbow Arrows: Showin' Some Love
Unintended Consequences History says that if rates are cut due to weaker activity, equities tend to struggle. ASR has this great chart...
Absolute Strategy
Apr 231 min read
Nick Nelson in conversation with CNBC- Squawk Box Europe
Defence, Tech & Global Shifts ASR's Head of Research, Nick Nelson, joined CNBC’s Karen Tso and Steve Sedgwick to discuss the Europe and...
Absolute Strategy
Apr 171 min read
Featured in CNBC: Japanese yen and Swiss franc top hedges against Trump tariffs, according to analysts
Key Points “The Japanese yen will be a good — and probably the best — candidate to hide from trade tensions and a U.S. recession,” said...
Ebrahim Rahbari
Apr 72 min read
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