Luke Bartholomew talks to Lizzy Galbraith, political economist at abrdn, about the outlook for US politics in 2023. They discuss the impact of the narrow Republican majority in the House on debt ceiling negotiations and fiscal policy more generally, the broader Republican legislative strategy for the next two years, and the ways in which the 2024 Presidential election will start to impact politics as 2023 progresses.
Renewing the case for short-dated income and lower risk outcomes.
Last year was terrible for equities. A war in Ukraine, soaring inflation, higher interest rates and weak economic growth all weighed on sentiment. Globally, both small and large caps were firmly in negative territory. Large-cap indices like the S&P 500 were dragged down as technology companies (such as Meta and Tesla) and stocks with high valuations sold off. Meanwhile, risk-averse investors shunned small caps as economic conditions deteriorated.
How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.
Emerging markets (EM) have been out of favour for some time. This asset class, which encompasses a diverse range of countries and economies, has suffered amid heightened geopolitical uncertainty, a strong dollar and the economic disruption from China’s now abandoned ‘zero-Covid’ policy.
One of abrdn’s strategic priorities is supporting real world decarbonisation, as outlined in our Net Zero Directed Investing strategy. For us, that means allocating capital to credible transition leaders and climate solutions, as well as influencing the firms we invest in through active engagement.
What are the prospects for APAC real estate amid market tensions?
Housing markets around the world are facing strong headwinds. Household finances and purchasing power are under pressure from falling real incomes, surging household bills and higher borrowing costs.
Europe’s energy transition depends on resilient networks and flexibility.
AI leadership isn’t just about better models. It’s about deployment, power and productivity. We examine how the US and China are taking different routes to economic impact.
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.
As underlying inflation readings continue to surprise to the upside few central bankers are patient enough to allow the long and variable lags of monetary policy.
After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, what’s changing, and why discipline, valuation and fundamentals still matter over the long term.
Summary of developments in emerging market debt in September 2022 and the outlook going forward.
Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed income.
Read more about the appeal of the private equity secondaries market.
Geopolitics is increasingly driving inflation, volatility, and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors and how should portfolios evolve?
abrdn consider some of the longer term factors that are exerting upward pressures on inflation.
It’s in times of uncertainty and volatility that great investment opportunities emerge. It’s also during these times when long-term investors need to keep a cool head.
With MyFolio, you can choose from a number of different investment styles. For a full explanation of risks and the overall risk profile of these funds and the shareclasses within it, please refer to the Key Investor Information Documents and Prospectus. Please note that the number contained in the fund name is not related to the synthetic risk and reward indicator contained in the Key Investor Information document.