From attractive valuations to compelling risk-adjusted returns: why investors might consider moving from cash into fixed income.

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.

From infrastructure assets to local currency EM bonds, we detail where we’re seeing the long-term investment opportunities.

Summary of developments in emerging market debt in September 2022 and the outlook going forward. 

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to discuss his recent trip to Mexico.

In our last Investment Outlook of 2024 we provide our latest House View, key macro trends to watch in 2025 and a range of topical articles from our asset class experts.

Read more about the appeal of the private equity secondaries market. 

abrdn consider some of the longer term factors that are exerting upward pressures on inflation. 

Is it time to reassess your investment strategy amid climate policy delays and clean technology advances?

Inflation has reached its highest level in over 40 years. Russia’s invasion of Ukraine continues to drive up global energy and food prices. Ongoing supply-chain bottlenecks and rising labour costs are also boosting inflation. The question for investors is – which strategies might fare best if inflation persists?

Here are the key macro trends next year, from US policy shifts to emerging market dynamics. Stay ahead with these insights

Max Rofagha, Founder and CEO of Finimize, joins host Richard Dunbar in the latest episode of the Investment IQ Podcast series. Max and Richard discuss the history of Finimize, how it can tackle the information asymmetry between institutional and retail investors, and how Finimize and abrdn can work together to create a powerhouse for investing information and research. The discussion also touches on the global problem of financial literacy and how 'learning by doing' may be part of the answer. This podcast was recorded in July 2022.

Luke Hickmore, Investment Director, discusses the factors in fixed income markets, examining interest rates and the current positioning of Strategic Bonds.

Smaller companies tend to be more susceptible to inflation risk than their larger peers. However, while the broad asset class may be floundering amid the highest inflation in decades, in our view, compelling opportunities remain among certain high-quality international small caps.

We look at what the latest COP developments mean for investors. 

Nature is vital for a healthy economy, but the planet faces a crisis as companies, markets and governments have consistently failed to take into account the financial value of biodiversity.

Latest video on Fixed Income opportunities at the PA Autumn Congress

It’s encouraging to see policymakers commit to ‘Net Zero 2050’. However, the road ahead will be challenging, not least in the real estate sector. In Europe, for example, greenhouse gas emissions from buildings need to drop 60% from 1990 levels by 2030. This clearly represents a major change for the sector – but dig down into the detail and the task begins to look almost Herculean. And it won’t be accomplished in time without a step change in response and radical collaboration from all actors in the sector.