Geopolitics is shifting from uncertainty to sovereignty. How do control, power and strategy now shape global markets?
Read more about the appeal of the private equity secondaries market.
abrdn consider some of the longer term factors that are exerting upward pressures on inflation.
Inflation has reached its highest level in over 40 years. Russia’s invasion of Ukraine continues to drive up global energy and food prices. Ongoing supply-chain bottlenecks and rising labour costs are also boosting inflation. The question for investors is – which strategies might fare best if inflation persists?
Max Rofagha, Founder and CEO of Finimize, joins host Richard Dunbar in the latest episode of the Investment IQ Podcast series. Max and Richard discuss the history of Finimize, how it can tackle the information asymmetry between institutional and retail investors, and how Finimize and abrdn can work together to create a powerhouse for investing information and research. The discussion also touches on the global problem of financial literacy and how 'learning by doing' may be part of the answer. This podcast was recorded in July 2022.
Smaller companies tend to be more susceptible to inflation risk than their larger peers. However, while the broad asset class may be floundering amid the highest inflation in decades, in our view, compelling opportunities remain among certain high-quality international small caps.
Nature is vital for a healthy economy, but the planet faces a crisis as companies, markets and governments have consistently failed to take into account the financial value of biodiversity.
It’s encouraging to see policymakers commit to ‘Net Zero 2050’. However, the road ahead will be challenging, not least in the real estate sector. In Europe, for example, greenhouse gas emissions from buildings need to drop 60% from 1990 levels by 2030. This clearly represents a major change for the sector – but dig down into the detail and the task begins to look almost Herculean. And it won’t be accomplished in time without a step change in response and radical collaboration from all actors in the sector.
Inflation has reached its highest level in over 40 years. Russia’s invasion of Ukraine continues to drive up global energy and food prices. Ongoing supply-chain bottlenecks and rising labour costs are also boosting inflation. The question for investors is – which strategies might fare best if inflation persists?
Fears that the global transition to a low-carbon economy will drive inflation over the long term are overblown, with the tightening of monetary policy set to have far greater implications for portfolios.
