Analysis & Opinion

abrdn_hsview041225 Analysis & Opinion

Market view: House view: equities, bonds and infrastructure lead the way

Emerging market equities, government bonds and infrastructure are some of Aberdeen’s preferred strategies as global growth steadies and new investment themes emerge.

Aberdeen Investments 4th Dec 2025

fil_uk201125ao Analysis & Opinion

Market view: Why UK equities are turning heads

Despite UK equities hitting record highs and international interest returning, opportunities remain, Fidelity’s Alex Wright believes the UK remains a compelling destination for investors.

Fidelity International 20th Nov 2025

abrdn_seeing201125ao Analysis & Opinion

Seeing the big picture: what art can teach us about modern portfolios

Pointillist art offers a compelling insight into building resilient portfolios – where each investment plays a role in shaping the whole. Aberdeen’s Simon Fox explains.  

Aberdeen Investments 20th Nov 2025

ao_japan131125 Analysis & Opinion

Japan’s capital revolution: a new era for active investors

Japan’s economic reset is unlocking long-term equity value. Aberdeen asks: how will you position your portfolio?

Aberdeen Investments 13th Nov 2025

nineo_rebalancing131125 Analysis & Opinion

The great rebalancing

Ninety One explores a new cycle reshaping global equity leadership. 

Ninety One 13th Nov 2025

bg_emmk091025_ao Analysis & Opinion

Emerging markets: are you missing the point?

Baillie Gifford explains why underweighting EM is an active risk, not a cautious stance. 

Baillie Gifford 9th Oct 2025

nne_fed_091025_ao Analysis & Opinion

The Fed’s risk-management pivot: a green light for equities

A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.

Ninety One 9th Oct 2025

nione_gold300925-1 Analysis & Opinion

Why gold stocks can shine on

After talking with gold companies at this year’s Mining Forum Americas, Ninety One’s George Cheveley came away confirmed in his view that the outlook for this equity sector remains brig...

Ninety One 2nd Oct 2025

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