Events
At Absolute Strategy Research we believe in giving our clients exclusive access to industry experts covering a wide-range of themes. Absolute Exchange and Absolute Connect Webinars are presented weekly.
If an Absolute Exchange Event is of interest, or you'd like access to a recording of a past event, please register your interest by filling in the form below.
Friday 25th October
Time:
3:00pm BST
10:00am EDT
4:00pm CEST
In this Absolute Connect, ASR's Emerging Markets Economist, Adam Wolfe discusses how China’s industrial policies, excess capacity, and US tariffs created the new China shock and why he believes the EU and Japan appear to be most exposed to the shock.
Recent Events
ASSET ALLOCATION
Asset Allocation Survey Results
27th September 2024
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ASR's Co-founder, David Bowers and Quant Strategist, Charles Cara discuss the highlights from ASR's latest Asset Allocation Survey - Allocators Stay Moderately “Risk-on” and the big change of opinion on the prospects for Chinese growth.
20th September 2024 Zahra Ward-Murphy & Nick Nelson
Asset Allocation Q4 Outlook
6th September 2024 David Bowers
Funky Correlations & Missing Links
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28th June 2024 David Bowers & Charles Cara
Asset Allocation Survey Results
7th June 2024 David Bowers
Funky Correlations & Missing Links
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EQUITY STRATEGY
Sector & Factor Strategy after the Correction
30th August 2024
ASR's Strategists, Nick Nelson and Charles Cara discuss how to position in Sector and Factor Strategy after the market moves over July and August, and how the widening of US net income margins have come from a broadening out of earnings.
26th July 2024 - Nick Nelson
Can the Small Cap Rally Continue?
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24th May 2024 - Nick Nelson & Charles Cara
Cyclical Exposure in Europe
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12th April 2024 - Nick Nelson & Charles Cara
Equity Strategy Focus
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1st March 2024 - Nick Nelson
Equity Strategy Focus - Sector Update
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GLOBAL ECONOMICS
Draghi's plan to transform Europe
18th September 2024​
ASR's European Economist, Ben Blanchard highlights the key parts of Mario Draghi’s report on EU competitiveness, and will discuss why he thinks future negotiations could be more straightforward than currently appreciated.
13th September 2024 Dominic White & Ben Blanchard
Q3 Update Focus
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9th August 2024 Dominic White, Michael Hessel & Nick Nelson
US Election Focus
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12th July 2024 Adam Wolfe
China Focus
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21st June 2024 Dominic White & Nick Nelson
Economics & Asset Allocation Focus
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MULTI-ASSET STRATEGY
23rd February 2024 Chris Turner & Dominic White
Japan Focus
16th February 2024 Stefano Di Domizio
Fixed-Income Markets Focus
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10th November 2023 Chris Turner & Stefano Di Domizio
Multi-Asset Focus
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22nd September 2023 Stefano Di Domizio
Fixed Income Focus
Multi-Asset Q4 Update Focus
4th October 2024
ASR's Strategists, Chris Turner and Stefano Di Domizio discuss their Multi-Asset views and trade recommendations for Q4.
Climate Macro Strategy
Climate Macro Strategy Introduction
16th August 2024
ASR's Climate Macro Strategists, Michael Penn and Michael Hessel outline how the climate transition is faring and present key investment themes.
15th May 2024 Michael Penn & Michael Hessel
Climate Macro Strategy Introduction
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24th January 2023 Michael Penn & Michael Hessel
Climate Macro Strategy Introduction
17th November 2023 Michael Penn & Adam Wolfe
Emerging Markets & Climate Change Focus
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8th December 2022 Michael Penn & Michael Hessel
A Disorderly Transition & Long Run Returns
Absolute Exchange
30th Jul 2024 Simon Rubinsohn, RICS
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27th Oct 2023 Heinz Schulte, German Political Consultant
German Politics: Old Certainties No Longer
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2nd Mar 2023 Heinz Schulte, German Political Consultant
Strategic Implications for Europe of the Russia-Ukraine Conflict
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5th Dec 2022 Edward Chancellor“The Price of Time: The Real Story of Interest”
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Absolute Exchange
featuring industry expert guest speakers
Interested in Events & Recordings?
We are keen to hear from institutional investors who would like attend our events or receive a recording of a past event.
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Please fill in the form below to register your interest and a member of the team will be in touch.