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 6th September
Time:
3:00pm BST
10:00am EDT
4:00pm CEST
In this Absolute Connect, ASR's Co-founder, David Bowers discusses his most recent Funky Correlations & Missing Links #14 publication.
David will flag what he sees as the most important charts in this issue. They include key charts on recent developments in Stock-Bond correlations, some stunning examples of how Equity Sector baskets can be used to express both macro developments, and high conviction views on other asset classes, and some new charts on risk appetite and US financial conditions.
Recent Events
ASSET ALLOCATION
Asset Allocation Survey Results
28th June 2024
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ASR's Co-founder, David Bowers and Head of Quant Strategy, Charles Cara discuss the highlights from ASR's latest Asset-Allocation Q2 Survey.
7th June 2024 David Bowers
Funky Correlations & Missing Links
31st May 2024 Simon Nixon & David Bowers
‘What a UK Labour Government Might Mean for Investors’
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17th May 2024 Zahra Ward-Murphy
Real Assets as an Inflation Hedge
5th April 2024 David Bowers
Asset Allocation Survey Results
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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
US Election Focus
9th August 2024​
ASR's Dominic White, Michael Hessel and Nick Nelson discuss the implications of a second Trump presidency on the global economy, climate & markets.
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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10th May 2024 Adam Wolfe
India Focus
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26th April 2024 Dominic White
The US Consumer & The Fed
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MULTI-ASSET STRATEGY
16th February 2024 Stefano Di Domizio
Fixed-Income Markets Focus
10th November 2023 Chris Turner & Stefano Di Domizio
Multi-Asset Focus
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22nd September 2023 Stefano Di Domizio
Fixed Income Focus
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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
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.