Research Insights

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

Equity Strategy Lessons for 2021

14th JAN. 2021

ASR’s Co-Founder’s David Bowers and Ian Harnett identify lessons in Equity Strategy learned in 2020 to help Investors navigate markets in 2021.

Equity Strategy Lessons for 2021

ASR Thematics

18th DEC. 2020

Build Back Better? The prospects for new forms of capitalism post-Covid

ASR Thematics

ASR Q4 Asset Allocation Survey

15th DEC. 2020

The Great Reflation Trade of 2021 - The Most Optimistic Survey in its 6 Year History.

ASR Q4 Asset Allocation Survey

6 Key FX Takeaways from 2020

2nd DEC. 2020

ASR's Head of Multi Asset Chris Turner analyses 2020's FX markets and his thoughts for 2021.

6 Key FX Takeaways from 2020

The 2021 Economic Outlook

1st DEC. 2020

ASR's Economics team discuss their year ahead views for 2021.

The 2021 Economic Outlook

ASR Equity Strategy

30th NOV. 2020

ASR Co-Founder's David Bowers and Ian Harnett discuss 12 Key Controversies for 2021.

ASR Equity Strategy

Ian Harnett on Bloomberg TV

26th NOV. 2020

ASR Co-Founder Ian Harnett discusses the firm's successful Equity Strategy Calls, and where markets need to go from here to sustain them.

Ian Harnett on Bloomberg TV

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

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Ian Harnett on Bloomberg TV