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. 

Asia holds significant potential for long-term investors and the region is expected to outperform the US once the Fed starts cutting rates. Here’s why…

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.

Why size isn’t everything as Thomas Watts discusses the opportunities smaller companies offer.

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.

Unpicking company targets and transition risk. 

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.

Which emerging-market companies are capable of paying dividends over the long-term?

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.

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.

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.

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.

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.

We outline why now is a good time to participate in fund financing amid rising opportunities and improved risk-adjusted returns.

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

Flexibility, amenity, connectivity, technology and sustainability (FACTS) are key for future-fit offices. Read more about our views.

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

How are rent caps affecting European real estate?