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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.

Taking Notes

Next Event - Global Economics Focus
Mapping the New China Shock

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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More Equity Strategy Events

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

More Climate Macro Events

Absolute Exchange

30th Jul 2024  Simon Rubinsohn, RICS

Global Commercial Real Estate

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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

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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. 

Are you an institutional investor?

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