FT Unhedged on “Picking Risks: What to own while waiting for inflation to fall”
10th OCT. 2022
Robert Armstrong notes in his column that “banks, for example, look as cheap as anything in the market right now. But consider a rather chilling chart from Ian Harnett of ASR …"
Simon Nixon / ASR in the Times, on global financial risks
6th OCT. 2022
Simon Nixon notes that these risks should “hardly come as a surprise. As Ian Harnett and David Bowers of ASR have long been warning, every US interest rate tightening cycle in the past 50 years has ended in a financial crisis.”
ASR’s Adam Wolfe in IFR News : Awful year for EM opens door to default
30th SEPT. 2022
In conversation with Refinitiv’s Robert Hogg, ASR’s EM and China Economist Adam Wolfe commented, "I think increasingly defaulting is going to look like the least worst option for several EMs”…
Nick Nelson joins ASR
20th SEPT. 2022
Absolute Strategy Research is pleased to announce the appointment of Nick Nelson as Head of Global Equity Strategy.
ASR / BBG: Chinese Corporate Dollar Debt Issuance Falls at Record Pace
15th SEPT. 2022
BBG’s Yujing Liu - in discussion with ASR’s EM Economist Adam Wolfe – notes that Chinese companies are curbing their dollar borrowings at a record pace this year...
ASR voted Europe’s Leading Independent Research Provider 2022 in the II Survey
8th SEP. 2022
A very big ‘Thank You’ to all our clients around the world who voted to recognise the quality of our research and the exceptional service our team provides.
ASR / BBG: China’s Mounting Risks Set Stage for PBOC to Rein In Stimulus
12th AUG. 2022
ASR’s Adam Wolfe - in discussion with Bloomberg – anticipating a trade off from the PBOC : Adam commented that the PBOC “should be preventing leveraged positions in the bond market from building up…”
Adam Wolfe on Bloomberg: Something Just Doesn’t Add Up in Chinese Trade Data
9th AUG. 2022
Bloomberg’s Ye Xie and ASR’s Adam Wolfe discussed the unusual discrepancy that has showed up in two sets of trade data in China…
Robert Armstrong, FT Unhedged, highlights ASR on Bear Markets
26th JUL. 2022
“ Bear markets don’t end until the Fed has cut rates” – Ian Harnett
"Lots of people think that the capitulation that matters most is Federal Reserve capitulation…
Bloomberg’s Ye Xie references ASR’s Adam Wolfe on China Stimulus
7th JUL. 2022
In “Xi’s $220 Billion Stimulus Is Less Than Meets Eye”, Adam notes that pulling forward next year’s budget means China faces a fiscal cliff in 2023. “This is more can-kicking than real stimulus”
Bloomberg’s John Authers on the ASR Asset Allocation Survey
5th JUL. 2022
ASR’s latest survey of international money managers shows that “TINA,” the idea that There Is No Alternative to stocks, is more or less at an end.
John Authers / Bloomberg Opinion
29th JUN. 2022
John Authers draws on ASR concerns about Non-bank financials.
"Disquiet Over the Housing Market Is Only Growing."
Adam Wolfe on Bloomberg: Calls Emerge for PBOC to Drop ‘Helicopter Money’
19th MAY. 2022
ASR’s China EM Economist Adam Wolfe commented on digital yuan in conversation with Bloomberg’s Ye Xie: “The PBOC could “drop” money into people’s digital wallets…”
ASR in FT Unhedged: why small caps suffer margin contraction first
12th MAY 2022
In a discussion on margins with Robert Armstrong of FT Unhedged, Ian Harnett noted reasons why smaller companies generally suffer margin contraction first.
Bloomberg's John Authers / ASR on implications of UK labour shortages
12th MAY 2022
John Authers notes, “There’s a good argument that Brexit directly stoked the inflationary pressure that is now afflicting the British economy. Ian Harnett points out . . .
Peter Bradshaw joins ASR Sales
12th MAY. 2022
We are delighted to announce that Peter Bradshaw has joined ASR to work as part of our highly-ranked Macro specialist sales team.
Ian Harnett / Bloomberg: “What’s below 4000 for the S&P 500?”
9th MAY 2022
At Bloomberg NY, Ian Harnett discusses where next for Equities, Bonds, Cash, Commodities, Dollar.
At 16% below peak, is it time to buy Equities again?
BBG coverage of ASR Asset Allocation Survey
17th SEP. 2020
Asset Allocators Embrace Reflation Trades as an Inflation Hedge
Phil Lightfoot joins ASR Sales
1st SEP. 2020
We are delighted to announce Phil Lightfoot has joined the UK Sales team.
Ian Harnett on CNBC Europe
5th OCT. 2020
Why banks could outperform the tech sector, according to one strategist.
