Assessing a more fragmented global trade environment, where shifting flows are creating uneven outcomes across the asset class.

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.

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.

Reframing emerging markets through a total return lens, with growing emphasis on income alongside capital appreciation.

Re-examining the case for emerging markets as macro conditions evolve and investor focus begins to broaden.

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.

Short-dated enhanced income is a short-maturity bond investing approach. We address the FAQs.

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.

Looking for income? Explore credit’s underappreciated middle ground with us.

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.

Decisions in uncertainty: how do you know which headlines deserve a response?

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?

Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why.

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.

Bond investors face a familiar trade-off: safety or income. But is there a middle ground?

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.

Politics and markets are colliding. Are portfolios prepared?

Omicron is more infectious but less virulent, reducing its impact on economies…