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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 - Japan Focus 

Friday 23rd February

Time: 

3:00pm GMT
10:00am EST
4:00pm CET

In this “Absolute Connect” webinar, 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.

Recent Events

ASSET ALLOCATION

Real Asset Focus

Commodities – the asset class that hasn’t rallied

26th January 2023

ASR's Strategist, Zahra Ward-Murphy looks at whether there is scope for a commodity rally - the asset class got left behind in the ‘Fed pivot rally’ of Q4 and entered the year oversold vs equities on our SBI.

15th December 2023  David Bowers & Charles Cara

Asset Allocation Survey Results

24th November 2023 Zahra Ward-Murphy

Real Assets Focus

 

13th October 2023  Ian Harnett

Macro to Markets Focus

8th September 2023  David Bowers

Funky Correlations and Missing Links

EQUITY STRATEGY

Equity & Quant Strategy Focus

9th February 2024

 

ASR's Strategists, Nick Nelson and Charles Cara discuss their current market views and why they believe there is downside risk to 2024 consensus earnings and cover their regional, sector and factor preferences to help investors navigate what could be a tricky year for markets.

20th October 2023 - Nick Nelson

Equity Strategy Focus - CapEx

 6th October 2023 - Nick Nelson & Charles Cara

Equity and Quant Strategy - Q4 Outlook

1st September 2023 - Nick Nelson
Bond Yields for Global Equities and Sectors

28th July 2023 - David Bowers & Charles Cara

Q2 Earnings Season Update

More Equity Strategy Events

GLOBAL ECONOMICS

2024 Economics Outlook

12th January 2024

ASR's EM Economist, Adam Wolfe discusses the changing growth dynamics in China. The move away from the old ‘land finance’ model to one focused on productivity. Adam explains why he thinks the most effective reforms will be the most politically challenging.

8th Dec 2023 Economics Team

2024 Economics Outlook

3rd Nov 2023 Dominic White

How will AI affect the Global Economy

15th Sep 2023 Dominic White & Adam Wolfe 

Global Economics Focus

11th Aug 2023 Ben Blanchard

European Economics Focus 

MULTI-ASSET STRATEGY

22nd Sept 2023  Stefano Di Domizio

Fixed Income Focus

9th Jun 2023   Chris Turner 

Essentials Focus - ASR Sentiment Barometer Indicators

28th Apr 2023  Stefano Di Domizio

Fixed Income Focus

10th Nov 2023 Chris Turner & Stefano Di Domizio

Multi-Asset Focus

Fixed-Income Markets Focus

16th February 2024
 

ASR's Head of Fixed-Income Strategy, Stefano Di Domizio discusses 5 key Fixed-Income Market Strategy themes and ideas. He focuses on US bond supply and discusses ways for investors to hedge risks of an overly tight ECB policy.

Climate Macro Strategy

Emerging Markets & Climate Change Focus

17th November 2023
 

ASR's EM Economist, Adam Wolfe and Head of Climate Macro Strategy, Michael Penn discuss how different aspects of climate change are affecting EM economies and what that might mean for EM fixed income markets.

8th Dec 2022 Michael Penn & Michael Hessel

A Disorderly Transition & Long Run Returns


20th Oct 2022 Michael Penn & Michael Hessel

Three Climate Policies for 2023

8th Sep 2022 Michael Penn & Michael Hessel

The Energy Crisis and the Climate Transition

27th Apr 2023  Michael Penn & Michael Hessel

The three great climate transition challenges

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. 

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