Research Insights
Updated weekly, a rolling feed of research insights and charts you really ought to see.
ASR Thematics
2nd OCT. 2020
Absolute Thematics from Michael focuses on the key articles to read on the topic of National Champions.
Multi Asset
30th SEP. 2020
Reflation Trade 2.0
Bond markets look vulnerable to the reflation scenario consolidating
Economics
29th SEP. 2020
Push for austerity highlights EM risks
As liquidity support fades, fiscal deficits will have to narrow
ASR Asset Allocation Survey
Q3 2020
17th SEP. 2020
Asset Allocators Embrace Reflation Trades as an Inflation Hedge
