In the Clash of the major central banks, who will cut interest rates first and when? We share our views.
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.
In the quest for quality income, Europe potentially stands out. We spotlight three companies we think make the grade.
Amanda Young is joined by colleagues to explore what we can expect to see on the sustainability agenda for 2022.
Read about our latest review and find out why we've added global infrastructure.
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.
With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.
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.
Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.
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.
Our summary of developments in emerging market debt in March 2024 and outlook.
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?
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
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.
Multi-asset fund or managed portfolio service? We explore the key considerations.
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.
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…
Omicron is more infectious but less virulent, reducing its impact on economies…
Why size isn’t everything as Thomas Watts discusses the opportunities smaller companies offer.
A quarterly summary of our fixed income investment team's views on some of the main themes driving global bond markets, and the investment outlook in light of these factors.