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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 - Fixed Income Focus 

Friday 22nd September

Time: 

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

In this “Absolute Connect” webinar, ASR's Head of Fixed Income, Stefano Di Domizio will discuss his Core Fixed Income views post recent Central Bank meetings.

Recent Events

ASSET ALLOCATION

Asset Allocation Focus

8th September 2023
 

David Bowers highlights some of the most important charts from his latest "Funky Correlations" publication and show how they play into ASR's current asset allocation.

18th August 2023 Zahra Ward-Murphy

Real Asset Focus

7th Jul 2023  Ian Harnett

Macro to Markets Focus 

30th Jun 2023 - David Bowers & Charles Cara
ASR Asset Allocation Survey - Q2 2023


5th May 2023 - Zahra Ward-Murphy
Real Asset Focus - The Funding Crunch Risk to CRE

GLOBAL ECONOMICS

Global Economics Focus 

15th September  2023

ASR's Chief Economist Dominic White and Emerging Market Economist Adam Wolfe discuss why they see China’s problems as more chronic than acute; why Europe’s central banks could be easing next year; and how their views on a US recession have changed.

11th Aug 2023 Ben Blanchard

European Economics Focus 

4th Aug 2023 Adam Wolfe

China Focus: A Balance Sheet Recession 

16th Jun 2023 Dominic White

Economics Focus: Waiting for the Godot Recession

19th May 2023  Adam Wolfe

Economics Focus - The New Cold War

EQUITY STRATEGY

Bond Yields for Global Equities and Sectors.

28th July 2023
 

Nick Nelson discusses what the sharp move in Bond Yields means for Global Equities and Sectors.

28th July 2023 - David Bowers & Charles Cara

Q2 Earnings Season Update

23rd Jun 2023  Nick Nelson

Regions & Sector Update for Q3

26th May 2023  Nick Nelson

Staying Defensive Amid The Regime Shift

12th May 2023  Charles Cara

Quant & Equity Factor Strategy Focus

More Equity Strategy Events

MULTI-ASSET STRATEGY

9th Jun 2023   Chris Turner 

Essentials Focus - ASR Sentiment Barometer Indicators

28th Apr 2023  Stefano Di Domizio

Fixed Income Focus

10th Feb 2023   Chris Turner & Stefano di Domizio

Themes and Trade Ideas

7th Oct 2022   Chris Turner & Stefano di Domizio

Multi Asset Investing Focus

Multi-Asset Strategy Focus

14th July 2023
 

ASR's Multi-Asset Analysts Chris Turner & Stefano Di Domizio discuss their current Multi-Asset views and Investment ideas. They run through their preference for IG over HY, the outlook for the dollar and favoured EM local currency bond markets.

MACRO ESG

Macro ESG and Climate Change Focus

27th April 2023
 

ASR’s Climate Macro Strategists, Michael Penn and Michael Hessel, explain how investors can integrate climate change factors into macroeconomics, strategy, and asset allocation and discuss the three great climate transition challenges facing the global economy.

9th Feb 2023  Michael Hessel
Europe's response to the US Inflation Reduction Act

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

More Climate Macro Events

Absolute Exchange

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

25th Aug 2022   Heinz Schulte, German Political Consultant

The Prospect of a German Energy Crisis This Winter

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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