In Bloomberg’s recent Opinion’s piece, Isabelle Lee discusses Bitcoin’s recent record breaking rally. Ian Harnett, ASR’s Co-founder and Chief Investment Strategist, shares his insight on the topic.

This morning, ASR’s Head of Equity Strategy, Nick Nelson, discussed on CNBC the worst performing European sectors and stock performance.

In Bloomberg’s recent article, Ian Harnett, Chief Investment Strategist at ASR, is one of four experts selected to share insight on where he sees opportunities in today’s volatile market. 

In Bloomberg’s recent Opinion’s piece, Isabelle Lee discusses how rising yields have been seen as the driver of equities, with both moving in lockstep. Ian Harnett of Absolute Strategy Research in London…

In a recent FT Unhedged article, Robert Armstrong and Ethan Wu discuss China’s economy, focusing on how its property sector remains in crisis, but its business cycle seems to have stabilised. 

In a recent Bloomberg article, Ian Harnett, ASR's co-founder and Chief Investment Strategist, is one of four experts sharing insights on ‘popular investment areas today that may be treacherous’.

In her recent article, Stella Xie from The Wall Street Journal discusses ‘China’s economy facing deepening troubles in the years ahead’

This morning ASR’s Head of Equity Strategy, Nick Nelson, discussed yield and equity strategies with CNBC anchors, Steve Sedgwick and Karen Tso.

Jennifer Hughes discusses in her recent article for the FT how the rise in bond yields means there are more alternatives to betting on the fortunes of the Magnificent Seven tech giants.
 

We are pleased to announce that ASR has been voted as Europe’s #1 Leading Independent Research Provider for the 10th year running, in the Institutional Investor All Europe Research Awards.

Bloomberg’s John Authers discusses the prospect of a US ‘shutdown’ in his recent Opinion’s piece, exploring the extent of which the worsening US financial conditions can be attributed to politicians.

We are excited to announce the expansion of ASR’s Sales Subscription team, in response to the rising demand for our research.

In this morning’s FT article, Robert Armstrong and Ethan Wu discuss August’s CPI report, which was ‘just barely bad enough’, and ‘the big bad basis trade’.

Bloomberg’s John Authers discusses the challenges of calculating the value of the Equity Risk Premium (ERP) in his recent Opinion’s piece.

FT’s Ethan Wu continues his discussion about China’s struggling economy, arguing against the notion of a balance sheet recession, but rather suggesting China’s problem appears ‘more like a consumer confidence deficit plus a meltdown specific to property investment’.

Barron’s recent article talks about China’s ongoing economic challenges. In particular, households’ reluctance to spend, in preference of saving.

FT’s Ethan Wu discusses China’s troubled economic situation. ASR’s Emerging Markets Economist, Adam Wolfe, shares his expertise on this matter, describing China’s challenge as rooted in insufficient confidence, rather than the increasingly popular narrative of a Japan-style balance sheet recession.

A recent article by i3, an Australian media group focused on the investment industry, explores Steven Keen’s argument of the significant underestimation of climate change impact on global economies. ASR’s Michael Penn provides valuable insights on how investors should incorporate and quantify climate risk.

These last three weeks we have welcomed Teia Currimbhoy, studying a BA in History at the University of Oxford, to ASR on a short research project to investigate ‘The changing role and future of ASEAN (Alliance of South EastAsian Nations) in the ‘New Cold War’ between the United States and China’. 

Bloomberg’s Tom Hancock discusses China’s debt-to-GDP ratio hitting record highs, in which Bloomberg estimates show that total debt rose to 282% of GDP. When discussing China’s risk of a ‘balance sheet recession’, ASR’s Adam Wolfe comments…