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.
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.
Equity Factor Strategy
19th NOV. 2020
Quant Quake and Regime Change -
What are the causes and effects of the recent factor rotation...
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
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
