Opportunities in the US market today
The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...
Adviser-Hub 25th Apr 2024
abrdn | How should investors navigate economic and political uncertainty?
In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.
Aberdeen Investments 25th Apr 2024
Multi-Asset: How the inflation riddle could affect markets
The debate around inflation remains live and centres on whether, if at all, the dynamics of price pressures have altered in recent years.
Emerging markets: why the asset class is worth the "bother"
Faced with its critics, why emerging markets continue to show significant potential in the second quarter and beyond.
Net-zero stewardship: an engagement-led approach to decarbonisation
Active ownership is a key part of meeting net-zero goals. We discuss how we help companies on their decarbonisation journey.
The monthly macro outlook video: April 2024
In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.
How should investors navigate economic and political uncertainty?
Net-zero investing: searching for returns and real-world change
This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...
Ninety One 24th Apr 2024
Notes from the road: how Australia’s largest investors are eyeing the EM opportunity
In this Q&A, Ninety One’s Varun Laijawalla, co-Portfolio Manager of the Emerging Markets Equity Strategy, shares feedback from his trip to Australia.
Frontier markets move to the fore
With compelling valuations and strengthening fundamentals, frontier markets are starting to move back onto asset allocators’ radars as the external backdrop improves. Careful navigation is ke...
Notes from the road: something for everyone in Latin America
Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...
A new capex supercycle: driving powerful and transformative growth
Over the next decade, a combination of the energy transition, nearshoring, geopolitics, demographics, technology and public investment spending could trigger a capex supercycle.
Blue bonds - what’s all the comm-ocean?
Blue bonds are at a nascent stage of development, but have the potential to direct capital to conserve marine ecosystems and mitigate the significant environmental and economic risks associated wit...
Fidelity International 23rd Apr 2024
Active ownership is a key part of meeting net-zero goals. abrdn discusses how to help companies on their decarbonisation journey.
Aberdeen Investments 23rd Apr 2024
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