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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 - European Economics & Fixed-Income Markets Focus

Friday 19th April

Time: 

3:00pm BST
10:00am EDT
4:00pm CEST

In this “Absolute Connect” webinar, ASR's Ben Blanchard and Stefano Di Domizio discuss the eurozone economy, European bond yields direction, inflation break-evens, spreads & relative value.

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Recent Events

ASSET ALLOCATION

Asset Allocation Survey Results

5th April 2024

ASR's Co-founder, David Bowers discusses the highlights from ASR's latest Asset-Allocation Survey and reveals a major shift in asset allocators’ expectations for the next 12 months.

8th March 2024  David Bowers

Funky Correlations

 

26th January 2024  Zahra Ward -Murphy

Real Assets Focus

15th December 2023  David Bowers & Charles Cara

Asset Allocation Survey Results

 

24th November 2023 Zahra Ward-Murphy

Real Assets Focus

EQUITY STRATEGY

Equity Strategy Focus

12th April 2024

 

ASR's Head of Equity Strategy, Nick Nelson talks on the feedback from his recent US marketing trip and ASR's Head of Quant Strategy, Charles Cara discusses the outlook for the upcoming earnings season.

1st March 2024 - Nick Nelson 

Equity Strategy Focus - Sector Update

9th February 2024 - Nick Nelson & Charles Cara

Equity & Quant Strategy Focus

19th January 2024 - Charles Cara

Equity Quant Focus - Messages from the Equity Market

 20th October 2023 - Nick Nelson 

Equity Strategy Focus - CapEx

More Equity Strategy Events

GLOBAL ECONOMICS

Q1 Update

15th March 2024

 

ASR's Economics Team will discuss their recent upgrade to forecasts. They will talk on how a US recession is no longer our central case and a moderate pick up in UK & EU growth is likely but why they are reluctant to adopt the ‘soft landing’ consensus view.

23rd February 2024 Dominic White & Chris Turner

Japan Focus

 

12th January 2024 Adam Wolfe

Economics China Focus

8th December 2023 Economics Team

2024 Economics Outlook

3rd November 2023 Dominic White

How will AI affect the Global Economy

MULTI-ASSET STRATEGY

16th February 2024 Stefano Di Domizio

Fixed-Income Markets Focus

 

10th November 2023 Chris Turner & Stefano Di Domizio

Multi-Asset Focus

22nd September 2023  Stefano Di Domizio

Fixed Income Focus

14th July 2023 Chris Turner & Stefano Di Domizio

Multi-Asset Focus

Japan Focus

23rd February 2024
 

ASR's Chief  Economist, Dominic White and Head of Multi-Asset Strategy, Chris Turner discuss our views on the Japanese economy in 2024, with implications for monetary policy, Japanese asset prices and the yen.

Climate Macro Strategy

Climate Macro Strategy Introduction

24th January  2024
 

ASR's Climate Macro strategists, Michael Penn and Michael Hessel discuss their climate change investment framework , their outlook on the climate transition and major investment themes.

17th November 2023 Michael Penn & Adam Wolfe

Emerging Markets & Climate Change Focus

8th December 2022 Michael Penn & Michael Hessel

A Disorderly Transition & Long Run Returns


20th October 2022 Michael Penn & Michael Hessel

Three Climate Policies for 2023

8th September 2022 Michael Penn & Michael Hessel

The Energy Crisis and the Climate Transition

More Climate Macro Events

Absolute Exchange

27th Oct 2023  Heinz Schulte, German Political Consultant

German Politics: Old Certainties No Longer

2nd Mar 2023   Heinz Schulte, German Political Consultant

Strategic Implications for Europe of the Russia-Ukraine Conflict

15th Dec 2022   Edward Chancellor
“The Price of Time: The Real Story of Interest”

10th Nov 2022   Toby Nangle, former Head of Asset Allocation at Columbia Threadneedle

The Medium-term Consequences of the UK's Pension Crisis

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. 

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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Thanks for registering your interest!

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