Research Insights

Updated weekly, a rolling feed of research insights and charts you really ought to see.

Equity Factor Strategy

19th NOV. 2020

Quant Quake and Regime Change -
What are the causes and effects of the recent factor rotation...

Equity Factor Strategy

Need to Know This Week:

12th NOV. 2020

"Value investors get sight of a white swan"
Equity Strategy note by ASR co – founders and macro strategists, David Bowers and Ian Harnett

Need to Know This Week:

Equity Strategy

5th NOV. 2020

The Election and Earnings point to Europe from Ian Harnett

Equity Strategy

Technical Strategy

2nd NOV. 2020

How are markets ahead of US Election? 3 Key observations / 20 key charts , from ASR Head of Technicals, David McBain

Technical Strategy

Economics

27th OCT. 2020

"A Vaccine is Not a Cure" from ASR Chief Economist Dominic White

Economics

Need to Know This Week:
Carry is King

21st OCT. 2020

Carry-rich investing ideas for low volatility bond markets, from ASR’s head of fixed income, Stefano Di Domizio - published Weds 21 Oct

Need to Know This Week: 
Carry is King

Ian Harnett on CNBC Europe

5th OCT. 2020

Why banks could outperform the tech sector

Ian Harnett on CNBC Europe

ASR Thematics

2nd OCT. 2020

Absolute Thematics from Michael focuses on the key articles to read on the topic of National Champions.

ASR Thematics

Multi Asset

30th SEP. 2020

Reflation Trade 2.0
Bond markets look vulnerable to the reflation scenario consolidating

Multi Asset

Economics

29th SEP. 2020

Push for austerity highlights EM risks
As liquidity support fades, fiscal deficits will have to narrow

Economics

ASR Asset Allocation Survey
Q3 2020

17th SEP. 2020

Asset Allocators Embrace Reflation Trades as an Inflation Hedge

ASR Asset Allocation Survey
Q3 2020

Equity Strategy

3rd SEP. 2020

Looking for Inflation Protection in Equities

Equity Strategy

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