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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.
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Absolute Strategy
Feb 211 min read
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
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...
Absolute Strategy
Feb 192 min read
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....
Absolute Strategy
Feb 72 min read
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...
Absolute Strategy
Jan 304 min read
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...
Absolute Strategy
Jan 291 min read
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...
Absolute Strategy
Jan 252 min read
Featured in The Economist: Has Japan truly escaped low inflation?
Its central bankers are increasingly hopeful Japan is used to the position in which it currently finds itself: apart from the rest of the...
Absolute Strategy
Dec 16, 20241 min read
David Bowers in conversation with Asset TV
ASR Survey: Post-Election Investor Optimism in Place for 2025 David Bowers, Chairman and Co-Founder at Absolute Strategy Research,...
Dominic White
Dec 12, 20242 min read
Featured in Macrobond's 2025 H1: What investors should expect
As investors look ahead to 2025, many of our recent discussions with clients have focused on how the incoming Trump administration’s...
Absolute Strategy
Dec 6, 20244 min read
Featured in The Business Times -Trump’s China tariff plan has US$64 billion import hole
De-minimis loophole used to evade levies on smaller purchases PRESIDENT-ELECT Donald Trump has promised to impose 10 per cent tariffs on...
Absolute Strategy
Dec 4, 20243 min read
Featured in the Financial Times - What makes a bubble a bubble
Robert Armstrong, the FT's US financial commentator and author of the Unhedged newsletter, referenced the results of our 2024Q4 Asset...
Absolute Strategy
Dec 4, 20242 min read
Featured in The Telegraph - Do Investors really think the US election dealt them a Trump card?
Traders are worried the president-elect is tooling up for a trade war, but they are still piling into US equities Ben Wright, columnist...
Absolute Strategy
Dec 4, 20242 min read
AA Survey Q42024 featured in Bloomberg Opinion by John Authers
In his latest Bloomberg Opinion  column, John Authers references Absolute Strategy Research’s 2024Q4 Asset Allocation Survey, drawing...
Absolute Strategy
Dec 3, 20241 min read
David Bowers in discussion with CNBC
‘Biggest issue for the next 12 months is what happens to inflation,’ says strategist David Bowers, Absolute Strategy's Chairman and...
Absolute Strategy
Dec 3, 20241 min read
Featured in Andrew Sarna's When the Mutual Funds Come...Run
US real GDP continues to show no signs of an economic slowdown. The latest estimate from the Atlanta Fed has US real GDP growing 3.2%...
Absolute Strategy
Nov 25, 20241 min read
Nick Nelson in conversation with CNBC
Banking sector ‘doing a bit better than people believe,’ strategist says...
Absolute Strategy
Nov 21, 20241 min read
Dominic White on ETF Strategy's Asset Allocation & Portfolio Construction Panel
On 20th November 2024, ASR's Head of Economics, Dominic White, joined a panel discussion on Global Developed Markets: Macroeconomic...
Absolute Strategy
Nov 19, 20241 min read
Ian Harnett in conversation with Bloomberg News
ASR's Co-founder and Chief Investment Advisor, Ian Harnett, spoke with Bloomberg News and Bloomberg Radio, providing insights into...
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