From elevated yields to defensive characteristics, we make the case for short-duration bonds.
How do passive multi-manager funds stay in line with client needs?
We explain why we believe there are compelling reasons to invest in emerging markets.
What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the US dollar and the currencies coupled to it.
With the tenth year anniversary of abrdn's private placement business last year, Andrew looks back at some of the lessons learnt.
We ask if dividend investors should consider diversifying into emerging markets
Our summary of developments in emerging market debt in April 2023 and the outlook going forward
Eva Cairns suggests five ways in which investors can help to close the credibility gap between companies & climate ambition and credible action.
Kieran Curtis, Head of Emerging Market Local Currency Debt, gives his take on the potential implications of Turkey’s upcoming parliamentary and presidential elections.
Amanda Young describes four big sustainability trends that will shape the way people invest for decades to come.
Financial conditions are likely to tighten further in the coming months. Here are 3 ways this may change asset selection.
Following the Covid-19 pandemic, the ways in which we interact, work, and do business have changed. This digital revolution is defining how clients engage with advisers and has impacted adviser business models. Progressively more adviser businesses are looking to systemise their processes and client engagements with the aim of increasing productivity, reducing risk, and successfully delivering a range of client services.
The 2022 Intergovernmental Panel on Climate Change (IPCC) report presented unequivocal scientific evidence that the health of the planet, and the life it supports, is threatened by rising temperatures due to greenhouse gas emissions.
Paul talks to Robert Gilhooly, senior emerging markets economist at abrdn, about China’s move away from zero-Covid. They discuss the reasons for the abrupt policy shift, the initial hit in terms of health and economic activity, and the economic rebound that’s now underway.
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.
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.
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.
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.
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.