We are delighted to announce that for the 10th year running, ASR has been recognized by Global investors as Europe’s leading Independent Research Provider in the Institutional Investor All Europe Research Awards.

ASR's Co-Founder, @IanRHarnett , shared his insights at the Family Office Investment Forums in MEL & SYD. His session, "Crowded Trades, Golden Opportunities and Risks on the Horizon," revealed that Melbourne investors are more cautious about inflation & bond yields than those in

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Final call to join 200+ global investors participating in our #AssetAllocationSurvey and share your perspective on the financial markets outlook for the next 12 months. All respondents will be sent the raw results within 24hrs of the poll closing, plus our full analysis from

Our Asset Allocation Survey for Q2 2024 closes at midnight tonight. click here to have your say: .This survey, which takes 5-6mins to complete, is important as it seeks to provide a key benchmark for asset allocators at the midpoint of the year.

The ASR Quarterly Asset Allocation Survey is now in its ninth year, and the Q1 survey had >220 participants with over USD $8 trillion of assets under management. Find out more here:

ASR's @CharlesMCara asks: "In the last survey, stronger earnings underpinned our panellists increased optimism. After a strong Q1 results season, will our panel have even more confidence that earnings will grow?"

Taking just 5-6mins to complete, you can #HaveYourSay in ASR's Asset Allocation Survey for Q2 2024 today by clicking

If you are not already a client and are interested in a free trial of our award-winning research, please see: #Economics #China #CreditGrowth #FinancialMarkets #PBOC #EmergingMarkets #GlobalEconomy #EconomicInsights #Research #Bloomberg #USChinaRelations.

Additionally, in March this year, Wolfe was invited to testify before the US-China Economic and Security Review Commission of the US Congress. His detailed testimony and a recording of the hearing can be accessed here:.

For those interested in Wolfe's broader insights on China's economic impacts, he has previously authored a piece titled "The Global Spill-overs from China’s Reopening". Contact us if you're interested in reading more.

However, there is a noticeable shortage of borrowers to match this influx of savings. This trend underscores the People's Bank of China's (PBOC) efforts to establish a "new normal" for credit growth in the country.

ASR's emerging market economist - @adamkwolfe was quoted in the latest @BloombergUK piece on China's credit engine. He noted that household savings, traditionally funnelled into property investments, are now entering the financial system.

This survey is important as it provides an invaluable benchmark for investors as they reflect on their views for the rest of 2024 and into 2025. So please help us discover the consensus macro view by completing the survey later this week:

It’s unique in its ability to forecast the likelihood of certain financial events by mapping implied probabilities to the frequency of these events over the past decade.

Q2 ASR Asset Allocation Survey | Opens Thursday . The ASR Quarterly Asset Allocation Survey is in its ninth year, and helps leading global investors understand the consensus and distribution of current views in the market.

ASR clients can read this report in full here: If you are not already a client and are interested in a free trial of our award-winning research, please see:

• Unintended Consequences as Japan Awakens from Financial Repression . The performance of Japan Stocks versus Bonds is correlated with Japan’s output gap. Recent Equity outperformance appears to have discounted a more positive output gap.

• The Potential Challenge to Historical Correlations from the Global South . Most charts in “Funky” go back at least 20 years. But this has been a unique period of US exceptionalism and hyper-globalisation of goods and capital.

• Some of the Best Asset Allocation Charts that have Worked for 20 yrs. “Funky Correlations” showcases 47 of the best long-run relationships, designed to help asset allocators understand the interaction between ‘macro’ and ‘markets’ and between asset classes.

Our latest #FunkyCorrelations by David Bowers is out | ‘Rules of Thumb for Busy Asset Allocators'

ASR Clients will have received this invitation via email: please check your email inbox for further details and the registration link. For all other institutional investors, please contact our Sales team: