Research Insights

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

Ian Harnett on CNBC Europe

5th OCT. 2020

Why banks could outperform the tech sector

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

Equity Strategy

3rd SEP. 2020

Looking for Inflation Protection in Equities

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