ASR in Barron’s: ‘How China’s Retirement Crisis Is Contributing to Weak Consumption’
In Barron's recent piece, Tanner Brown discusses the implication of retirees savings being concentrated in risky wealth management products.
18th MAY. 2024
ASR in Bloomberg Opinion: Remember ‘There Is No Alternative?’ Now There Is
In Bloomberg Opinion's recent piece, John Authers discusses the difficult juncture for market valuation. Through examples of The US and world economies, he questions if share prices should go up or down.
16th APR. 2024
Nick Nelson in CNBC: ‘US has the macro backdrop and earnings to drive stocks higher’
Nick appeared on CNBC yesterday morning, alongside Stephen Sedgwick, discussing the US equities market.
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03rd APR. 2024
Adam Wolfe in The Economist: ‘Europe’s economy is under attack from all sides’
In The Economist's recent News piece, Adam Wolfe highlights the rise in China’s exports, in response to Mr Xi’s desire to increase the country’s independence. He responds to the impact on European firms, and the potential consequences for the European car market.
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26th MAR. 2024
Adam Wolfe in The Financial Times: ‘China has little choice but stimulus’
In The Financial Times recent News piece, Adam Wolfe discusses the manufacturing sector in China. Ethan Wu references Absolute Strategy Research, discussing the manufacture of electric vehicles, oversupply of manufactured goods and deflation.
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12th MAR. 2024
Ian Harnett in Bloomberg Opinion: ‘Problem With UK’s New Retirement Plan Is UK Stocks’
In Bloomberg's recent News piece, Ian Harnett discusses the small companies sector. John Authers references Absolute Strategy Research, illustrating three graphs showing the performance of UK vs US Equity Markets, UK Market Cap As a % of Global Equities & UK Small Cap as a % of Total UK All Share Market Cap.
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08th MAR. 2024
Adam Wolfe in The Economist: ‘How Trump and Biden have failed to cut ties with China'
In The Economist's recent News piece, Adam Wolfe discusses China's share of Asian imports to the US. China reports that its exports to America rose by $30bn between 2020 and 2023, whereas America says its Chinese imports fell by $100bn.
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27th FEB. 2024
ASR’s Global Macro NewsFlow Fell for the Third Month Running
ASR’s Global Composite Macro NewsFlow Indicator (CNI) fell to 53.2 in January 2024, down more than 5 points in just three months.
The CNI now stands at levels that have been critical for asset allocators.
The CNI subcomponents also warn of potentially slower top-line growth.
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6th FEB. 2024
Global House Prices rose 3.1% in the Year to December 2023
Both ASR’s European and Eurozone house price indices are broadly unchanged over the past 12 months.
We estimate US house prices rose 6.7% in the year to December.
Canadian, Australian, and Danish house prices have risen sharply, recording double-digit annualised rates over the past 6 months.
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29th JAN. 2024
ASR in The Independent: ‘London Stock Exchange AIM is a zombie market not fit for purpose’
In The Independent’s recent piece, Chris Blackhurst discusses the performance of the Alternative Investment Markets. Charles Cara of Absolute Strategy Research in London discussed the poor health of the junior AIM market.
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16th DEC. 2023