6 June 2022
Global Economic Outlook: the inflation menace
Global Economic Outlook: the inflation menace

The recovery from the Covid crisis continues, with global activity now exceeding its pre-pandemic peak. However, this rapid rebound has already run into supply constraints in many sectors and economies, leading to a surge in global inflation. Some of these demand-supply imbalances should ease over the coming quarters, helping to cool price growth. But it’s hard to escape the conclusion that Covid has permanently damaged the supply side of the global economy, implying a less favourable trade-off between growth and inflation.

6 June 2022
Wealth transfer: how to prepare for the responsible heirs
Wealth transfer: how to prepare for the responsible heirs

The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place. In the UK, we expect £5.5 trillion of assets will be passed down between now and 2050. On a global basis, around $68 trillion is forecast to change hands.

11 April 2022
Corporate earnings: modest growth despite stronger headwinds
Corporate earnings: modest growth despite stronger headwinds

The past few months have delivered a number of unwelcome developments resulting in greater risks to economic growth, higher inflation and more volatile markets.

8 April 2022
Global Outlook Q1 2022
Global Outlook Q1 2022

Ongoing inflationary shocks, the questions around interest rates and the emergence of the new Omicron Covid variant are all making navigating the next twelve months more challenging for investors. Nonetheless, when we look beyond the headlines, there remain some reasons for optimism going into 2022.

26 June 2025
Delivering innovative energy solutions for the UK's energy transition - Deeside Anaerobic Digestion Project
Delivering innovative energy solutions for the UK's energy transition - Deeside Anaerobic Digestion Project

We explore the Deeside AD Project's role in the UK's energy transition and decarbonisation efforts.

1 April 2022
Are we witnessing the beginnings of a value revival?
Are we witnessing the beginnings of a value revival?

The 15 years since the start of the Global Financial Crisis have been a difficult time for Value as illustrated in Fig. 1. We show below that this underperformance has largely been driven by low inflation and government bond yields.

9 March 2022
2022 Sustainable Investing Outlook
2022 Sustainable Investing Outlook

Amanda Young is joined by colleagues to explore what we can expect to see on the sustainability agenda for 2022.

14 October 2026
How high could central bank interest rates go?
How high could central bank interest rates go?
4 March 2022
Russia-Ukraine crisis: talk of war and counting the costs
Russia-Ukraine crisis: talk of war and counting the costs

The Russia-Ukraine crisis is progressing at a rapid pace, and recent developments suggest that a military conflict is increasingly likely. Needless to say, there is a large degree of uncertainty about what form this would take.

13 October 2026
Fixed income: when should you grab the steering wheel?
Fixed income: when should you grab the steering wheel?

Passive bond funds are booming. But are they tracking what you think?

3 March 2022
Quality stocks – shaken but sound
Quality stocks – shaken but sound

Recent market conditions have presented challenges for quality-focused investors. After years in the doldrums, lower-quality, cyclical companies are enjoying a moment in the sun. However, over a longer investment time-horizon (three to five years), value rallies like this one tend to fade.

13 October 2026
Brazil votes: a coin-toss election and a fiscal bill that can't wait
Brazil votes: a coin-toss election and a fiscal bill that can't wait

Brazil’s vote matters. Its debt matters more

22 February 2022
Is the drive to green energy pushing up inflation?
Is the drive to green energy pushing up inflation?

Inflation continues to surge, having reached 7% in the US and nearing 5% in Europe. A major contributor to higher inflation of late has been oil prices, which have surged by over 50% in the past year as consumption outpaced production.

5 October 2026
The market's blind spot
The market's blind spot

My take: investors are looking for growth in the wrong places

22 February 2022
Inflation: stickier but still ultimately transitory
Inflation: stickier but still ultimately transitory

Inflation has surged to 7% in the US and 5% in Europe, and higher prices have now been in the system for a year. With higher readings also seeding higher expectations, is inflation starting to look less transitory?

5 October 2026
The UK's housing problem isn't a lack of capital
The UK's housing problem isn't a lack of capital

My take: investors want to fund housing. What's stopping them?

22 February 2022
Global Smaller Companies: one decade, four lessons
Global Smaller Companies: one decade, four lessons

Over the past 10 years of abrdn global smaller companies investing, we’ve argued that small caps are too big to ignore. Although they account for just 15% of global benchmarks, small caps represent about 70% of global listed companies.

2 October 2026
When do higher bond yields become a problem for economies, and stocks?
When do higher bond yields become a problem for economies, and stocks?
1 February 2022
Women in the workplace: it's not just about parental leave
Women in the workplace: it's not just about parental leave

Nearly a year ago, our first deep dive on women and work – Equality starts at home: paternity leave – identified the availability of sufficient parental leave as critical to boosting female participation in the workforce.

1 October 2026
Consumer Duty: a pre-flight checklist for multi-asset solutions
Consumer Duty: a pre-flight checklist for multi-asset solutions

Is your multi-asset solution cleared for take-off? The MyFolio Consumer Duty perspective.