23 November 2022
Rediscover diversification and revenue with global real estate
Rediscover diversification and revenue with global real estate

Trading conditions since the start of 2022 have been challenging for investors. High inflation, rising interest rates and the prospect of slowing economies have caused considerable volatility in equity and bond markets.

1 February 2024
Real Estate: Navigating challenges, 3 big opportunities
Real Estate: Navigating challenges, 3 big opportunities

Real estate investors have been left battered and bruised by interest-rate rises. Craig Wright reckons he can finally see light at the end of the tunnel, as valuations look attractive, ESG drives tenant demand and opportunities emerge for investors to offer property loans.

30 January 2024
Fixed Income: Can 2024 be the Year of the Bond?
Fixed Income: Can 2024 be the Year of the Bond?

All eyes are on when central banks will cut interest rates next year. Craig MacDonald discusses high-quality bonds, why he’s looking at the better banks, where the problems may arise and the prospects for emerging markets.

4 March 2020
Outlook for UK equities
Outlook for UK equities

The UK equity market is one of the longest-established equity markets in the world. A FTSE listing is seen as a badge of honour for companies worldwide. And yet, as we continue into 2020, UK equities can lay a reasonable claim to being one of the most misunderstood asset classes. This offers a compelling opportunity for long-term investors.

9 July 2026
Global infrastructure: Why a selective approach matters
Global infrastructure: Why a selective approach matters
4 March 2020
Private markets in a new world
Private markets in a new world

The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will not be cheap. However, private markets are uniquely placed to help fund and build this new world – creating numerous opportunities for investors.

9 July 2026
Climate realism: why infrastructure investing needs a policy lens
Climate realism: why infrastructure investing needs a policy lens
4 March 2020
Letter from Hong Kong: We outline our view on the coronavirus and how it impacts China's economic and market outlook.
Letter from Hong Kong: We outline our view on the coronavirus and how it impacts China's economic and market outlook.

Wuhan is capital of China’s Hubei province and the epicentre of the current outbreak of novel coronavirus COVID-19. The virus is understood to have originated in a seafood market in the city.

9 July 2026
Resilience by design: multi-asset portfolios for volatile markets
Resilience by design: multi-asset portfolios for volatile markets
4 March 2020
Week in review: From epidemic to pandemic?
Week in review: From epidemic to pandemic?

Coronavirus continues to cast a dark shadow over the global economy, as the number of new cases outside China continues to accelerate.

9 July 2026
Resilience by design: multi-asset portfolios for volatile markets
Resilience by design: multi-asset portfolios for volatile markets
19 November 2019
Emerging markets – investing beyond the headlines
Emerging markets – investing beyond the headlines

It’s been a bumpy – but ultimately positive – start to the year for emerging markets (EM). Investors had a lot to digest, from the volatile US-China trade war to numerous elections around the world. The questions are: what do we expect for the remainder of 2019? And what will this mean for investors?

9 July 2026
Multi-asset investing: why the 60/40 debate misses the bigger picture
Multi-asset investing: why the 60/40 debate misses the bigger picture
30 August 2019
Goodwill hunting – why investors should focus on future impairments.
Goodwill hunting – why investors should focus on future impairments.

What is goodwill? In the accounting sense, it’s an intangible asset that arises as a result of mergers and acquisitions (M&A). Essentially, goodwill is the difference between the price paid for a company and its book value. It is recorded on the buyer’s balance sheet, and its value must be tested each year and adjusted accordingly. Any change results in a write-down of this value, which is recorded as an impairment – effectively, a loss.

9 July 2026
Aberdeen's 'dream team': a portfolio to compete on the global stage
Aberdeen's 'dream team': a portfolio to compete on the global stage
25 June 2019
ESG and logistics: the times they are a changin'
ESG and logistics: the times they are a changin'

When most people think of industrial logistics buildings, factors like energy efficiency, technology and carbon innovation don’t usually spring to mind.

9 July 2026
Japan: Authorities push against a strong dollar and oil
Japan: Authorities push against a strong dollar and oil
30 May 2019
Challenging perceptions: linking ESG factors to real estate investment
Challenging perceptions: linking ESG factors to real estate investment

The demand for environmental, social and governance (ESG) strategies in real estate continues to grow. Investors are becoming increasingly focused on responsible practices and how these are integrated into funds.

9 July 2026
Where do interest rates go if growth weakens but inflation increases?
Where do interest rates go if growth weakens but inflation increases?
10 June 2019
Creating a virtuous circle in residential investing
Creating a virtuous circle in residential investing

Property ESG standards: how tenants, landlords and the planet can happily co-exist