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The ASAS Take: Insights & Analysis
- Blogs
- Newsletter
- November 4, 2025
Actionable Insight – The Long Road to Equilibrium
The wealth divide in the US is growing ever larger and the wealthy few continue to drive the economy on…
- March 6, 2025
Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to take a…
- January 30, 2025
Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end projections are already at risk. The narrative around US…
- January 3, 2025
Actionable Insight – Of Predictions and Preparedness (Part 1)
As we step into a new year, we take this opportunity to share the first part of our special two-part…
- January 19, 2026
Weekly Newsletter – 17th Jan, 2026
US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks. The global…
- June 17, 2025
Weekly Newsletter – 13th June, 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the war between…
- June 10, 2025
Weekly Newsletter – 6th June , 2025
Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included a public…
- June 4, 2025
Weekly Newsletter – 30th May , 2025
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the 90-day tariff…