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.
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.
We remain Overweight Europe vs the US
16th February 2021
ASR Co-Founder David Bowers reiterates our preference for European Equities vs US Equities
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.
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.
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.
ASR Thematics
18th DEC. 2020
Build Back Better? The prospects for new forms of capitalism post-Covid
ASR Q4 Asset Allocation Survey
15th DEC. 2020
The Great Reflation Trade of 2021 - The Most Optimistic Survey in its 6 Year History.
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.
The 2021 Economic Outlook
1st DEC. 2020
ASR's Economics team discuss their year ahead views for 2021.
ASR Equity Strategy
30th NOV. 2020
ASR Co-Founder's David Bowers and Ian Harnett discuss 12 Key Controversies for 2021.
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.
