Research Insights

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

ASR’s Ian Harnett writes the Markets Insight column in the Financial Times.

18th FEB. 2021

Absolute Strategy Research’s Co-Founder Ian Harnett discusses why expansive fiscal and monetary policies may see a 1980s-style Japanese melt-up and meltdown, in his Financial Times ‘Market Insights’ article.

ASR’s Ian Harnett writes the Markets Insight column in the Financial Times.

Absolute Strategy Research Featured in Bloomberg Opinion article.

18th FEB. 2021

John Authers utilises some ASR charts in his Bloomberg Opinion article titled: The Bubble's Final Paroxysm May Be Months Away.

Absolute Strategy Research Featured in Bloomberg Opinion article.

We remain Overweight Europe vs the US

16th February 2021

ASR Co-Founder David Bowers reiterates our preference for European Equities vs US Equities

We remain Overweight Europe vs the US

Quality Factor Downgraded as Economy Recovers

27th JAN. 2021

ASR Head of Quant Strategy Charles Cara adapts ASR’s 5-pillar framework to for each of the six Equity Factors. With the economic environment improving, Quality is downgraded to neutral.

Quality Factor Downgraded as Economy Recovers

Has the Growth Bubble Peaked?

21st JAN. 2021

ASR Co-Founders Ian Harnett and David Bowers make their case for a bubble in US Growth Equities, and that it may have already burst. However, errors by policymakers may sustain it.

Has the Growth Bubble Peaked?

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

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Has the Growth Bubble Peaked?