Challenging the Consensus

Explore our research insights highlighted in reputable news outlets, along with complimentary independent global macro research from our extensive archive. We are committed to sharing our findings with the investment community to ensure our audience stays informed.

News and Insights

Ebrahim Rahbari in Conversation with CNBC

Absolute Strategy

Feb 211 min read

MEDIA

Ebrahim Rahbari in Conversation with CNBC

ASR’s Head of Rates Strategy, Ebrahim Rahbari, joined CNBC’s Sam Vadas to discuss the complexities of valuing the yuan and its broader...

Absolute Strategy

Feb 191 min read

MEDIA

Nick Nelson in conversation with CNBC

ASR's Head of Research, Nick Nelson joined CNBC’s Julianna Tatelbaum to discuss Europe’s growing need for defence spending, as...

Featured in WSJ Barron's: China Wants Its Economy to Grow 5%. Consumers Aren’t Buying It

Absolute Strategy

Feb 192 min read

MEDIA

Featured in WSJ Barron's: China Wants Its Economy to Grow 5%. Consumers Aren’t Buying It

China faces a number of conundrums, but none is greater than this: President Xi Jinping wants domestic consumption to drive the economy....

Featured in Bloomberg Opinion: Bessent Safe Than Sorry

Absolute Strategy

Feb 72 min read

MEDIA

Featured in Bloomberg Opinion: Bessent Safe Than Sorry

Scott Bessent has a fascinating task ahead of him. The new US Treasury secretary must shepherd a package of policies that spurs growth...

Ian Harnett featured in Bloomberg: "How to Invest $10,000 Right Now"

Absolute Strategy

Jan 304 min read

MEDIA

Ian Harnett featured in Bloomberg: "How to Invest $10,000 Right Now"

Investment experts highlight opportunities in consumer staples, defense, European luxury brands and more. It’s a good time for investors...

Featured in the Australian Financial Review : DeepSeek just changed everything investors believe about AI

Absolute Strategy

Jan 291 min read

MEDIA

Featured in the Australian Financial Review : DeepSeek just changed everything investors believe about AI

Markets had a cult-like belief that a small group of US tech giants, led by Nvidia, would dominate the AI arms race. China’s start-up...

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Challenging the Consensus

News and Insights

Ebrahim Rahbari in Conversation with CNBC

Nick Nelson in conversation with CNBC

Featured in WSJ Barron's: China Wants Its Economy to Grow 5%. Consumers Aren’t Buying It

Featured in Bloomberg Opinion: Bessent Safe Than Sorry

Ian Harnett featured in Bloomberg: "How to Invest $10,000 Right Now"

Featured in the Australian Financial Review : DeepSeek just changed everything investors believe about AI

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