Absolute Strategy Research Ltd

In an interview with Asset TV UK, Absolute Strategy Research Ltd's David Bowers discussed the findings of our 2024 Q4 Asset Allocation Survey: US Assets to Trump the Rest of World. The survey was significant for a number of reasons, including: ➡️ First major market survey since President Trump was elected ➡️ Majority of questions saw probabilities shift by 5% points, or more ➡️ The survey explores the fears that this shift implies: additional fiscal stimulus, higher tariffs, and the rapid deportation of migrants could exert upward pressure on US core inflation Watch in full and access the Q4 survey report: https://lnkd.in/egQG2Zqm

David Bowers, Chairman and Co-Founder at Absolute Strategy Research Ltd, discusses the first major survey of asset allocation sentiment since Trump's election 👉 https://lnkd.in/e8nCZ9U8 Exploring optimistic market outlooks, #Inflation concerns, and the role of probability in investment decisions.

ASR’s Chief Economist, Dominic White, recently shared his positive outlook on the US economy for 2025, which is also featured in Macrobond Financial's collection of outlooks for the year ahead. His detailed analysis is part of ASR’s 2025 Global Economics Outlook, where he highlights key factors driving his optimism. For more insights into ASR's global economic perspective, read here: https://lnkd.in/dAQa7MQ8 #USEconomy #2025Outlook #GlobalEconomics #EconomicForecast #InvestmentInsights #Macrobond #ASR #AsrResearch #MacroResearch  

Absolute Strategy Research's Climate Macro team has been using the Kaya Identity framework to explore why meeting climate targets is such a struggle. This powerful tool breaks down CO2 emissions into demographic, economic, and technological factors, offering valuable insights into the challenges we face.   Key observations include views on technology, fast-growing economies and population projections. Read our Head of Climate Macro Strategy's findings in detail below.   To find out more about our Climate Macro Strategy research head to our website: https://lnkd.in/eFZAAmcB   #ClimateChange #KayaIdentity #Sustainability #NetZero #CleanEnergy #ClimateAction #PopulationGrowth #CarbonEmissions #TechForGood #SustainableDevelopment #Asrresearch #MacroResearch

Join Friday's "ASR's Asset Allocation Year Ahead" Absolute Connect webinar Friday 13th December 2024  Time: 3:00pm GMT, 10:00am EDT, 4:00pm CEST, 10:00pm SGT   Join ASR's Head of Research, Nick Nelson, and Asset Allocation Strategist, Zahra Ward-Murphy, as they discuss the latest asset allocation report and recommended positions for 2025, both at the asset class level and within individual asset classes. In addition to sharing the ASR outlook, they will compare in-house views with market consensus and explore alternative scenarios to monitor as we approach the new year.   #AssetAllocation #InvestmentStrategy #MarketOutlook #2025Forecast #EconomicTrends #InvestmentInsights #ResearchUpdate #FinancialPlanning #AlternativeScenarios #ASRInsights #Asrresearch #MacroResearch 

📢 ASR In the Press... The insights from Absolute Strategy Research Ltd's Asset Allocation Survey has been covered by multiple media sources this week. Our 2024Q4 survey is the first major #assetallocation survey to be released since the US Election last month. 📰 Take a look at all the recent coverage, quotes and citations on our News and Insights page: https://lnkd.in/eW8kAPkk

Featured in the Financial Times: Robert Armstrong utilizes Absolute Strategy Research's 2024Q4 Asset Allocation Survey to examine the US-Europe valuation gap, growth disparities, and key indicators of a potential US bubble. The article also unpacks sentiment shifts and high absolute valuations driving this phenomenon. Read the full piece here: https://lnkd.in/ewSDengq #Finance #AssetAllocation #USMarkets #Investing #MarketInsights #GlobalEquities

Join Friday's "Global Economics Outlook: Plotting a Path Through Uncertainty" Absolute Connect webinar Friday 6th December 2024 Time: 3:00pm GMT, 10:00am EDT, 4:00pm CEST, 10:00pm SGT Join ASR's Global Economics team- Dominic White, Adam Wolfe, and Ben B. as they discuss key factors shaping the global economy in 2025: 1️⃣ The US election's impact on the US economy 2️⃣ Global implications of a Trump 2.0 presidency 3️⃣ The continued roll-out of stimulus measures in China Key insights: - Trump 2.0 may inherit a strong economy, but economists anticipate a small net negative impact, with three Fed rate cuts in 2025. - US-China trade tensions could limit China’s stimulus-driven growth, although a currency deal may emerge. - Slight adjustments to European and UK forecasts: ECB easing to 2.50%, Bank of England holding at 4.25%. - Japan’s outlook downgraded, with two expected Bank of Japan rate hikes to 75bp. - India expected to become a major growth contributor, now added to ASR's forecasts for the next five years. #GlobalEconomy #2025Outlook #Trump2.0 #ChinaStimulus #InterestRates #USChinaTrade #ECB #BankofEngland #IndiaGrowth #EconomicForecast #AssetAllocation #ActuaryInsights #MarketTrends #AsrReserach #MacroResearch #2025 #globaloverview

ASR's Asset Allocation Survey was referenced by Ben Wright's in his latest article for The Telegraph which provides key insights into investor sentiment following the US election. Read more here: https://lnkd.in/diNJNE3E   The Q42024 survey demonstrates a significant shift towards US equities, with the probability of them outperforming non-US equities rising vs. Q3 despite increased anticipation of US inflation. For all the latest coverage visit our News and Insights page:  https://lnkd.in/dTUDrUgh   #InvestmentResearch #GlobalMarkets #USEquities #Inflation #AssetAllocation #InvestorSentiment #ASR #Telegraph

Absolute Strategy Research’s highlighted in John Authers' recent Bloomberg Opinion piece. Read more here: https://lnkd.in/eBi7xfD2   Authers refers to ASR's Q42024 Asset Allocation Survey which discovered that, for the first time since 2021, the majority of participating asset allocators now expect US inflation to rise over the next 12 months, rather than fall. Despite this, Authers highlights how money managers are continuing to back US assets. Read in detail here: https://lnkd.in/eVHCjSkY   #inflation #investing #economy #USassets #AbsoluteStrategyResearch #BloombergOpinion #AsrResearch #MacroResearch #InvestmentStrategy #AssetAllocators #GlobalMarkets #EconomicTrends #FedPolicy #Trump2.0