ASR and Why Opec Matters in FT Unhedged
1st JUL. 2022
Ian Harnett and an ASR chart feature in Robert Armstrong’s column ahead of today’s Opec meeting: ASR analyses oil price increases and US growth slowdowns.
A capital expenditure boom could help restore economic health
24th JUN. 2021
The Times features ASR on Cap Ex: “ (4) good reasons to believe the post-pandemic economy will be different from the “capital-light” world that came before”
What Investors Can Learn From the History of Inflation
22nd JUN. 2021
The WSJ uses ASR charts to illustrate how inflation can dominate stock market returns: should investors anticipate a reprise of the 1950’s or the 1970’s?
John Authers / Bloomberg cites ASR’s Asset Allocation Survey
21st JUN. 2021
In his column, John Authers notes that “Exuberance Was Fading Before the Fed Hawks Arrived” - this was already evident in the ASR Asset Allocation Survey.
China’s Growth decouples from Credit, with Global Implications
18th JUN. 2021
Adam Wolfe contributed to the Bloomberg overview of China, noting with regard to real estate investment, “The link between credit growth and housing starts had already broken”
ASR on the Dollar and regime change: FT Unhedged
15th JUN. 2021
Ian highlights to the FT’s Robert Armstrong how the relationship between USD and PE multiples has been less stable than suggested (not just in the 1980s - but also in the post GFC world).
The coming regime shift towards capital-heavy companies
15th JUN. 2021
‘Capital light’ business models have dominated in recent years, but ‘capital heavy’ businesses should gain in the new regime, driven by short-run capacity and 4 longer-run structural themes
ASR on Bloomberg: “Inflation Dart” or “Inflation Concorde”
11th JUN. 2021
Whether “Inflation Dart” or “Inflation Concorde”, the Shiller P/E is at the historically extreme level of 37. Such valuations have only ever been achieved when inflation is positive and very low.
America 2021, Japan 1987: Ian Harnett in FT Unhedged
9th JUN. 2021
Is the current US stock market analogous to the Japanese market in 1987?
Ian Harnett and ASR charts make the case to Robert Armstrong.
ASR on Bloomberg: Investing $10,000? Play the Recovery
1st JUN. 2021
ASR strategist Ian Harnett would be looking to raise exposure to stocks and sectors geared to stronger economic activity, higher inflation and increased liquidity.
ASR featured in Bloomberg Opinion article.
19th MAR. 2021
Interesting comprehensive coverage of ASR's Asset Allocation Survey by John Authers in his article titled: Wile E. Coyote Stocks Are Nearing the Cliff Edge
ASR research drawn upon for today's article in The Times.
15th DEC. 2020
Patrick Hosking cites research from ASR's Q4 2020 Asset Allocation Survey in his article titled: Inflation fears are back on the menu — and not only because of Brexit.
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.