10 June 2024
Central banks: should I stay or should I go?
Central banks: should I stay or should I go?

In the Clash of the major central banks, who will cut interest rates first and when? We share our views.

1 April 2022
Are we witnessing the beginnings of a value revival?
Are we witnessing the beginnings of a value revival?

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.

3 June 2024
European income: feel the quality
European income: feel the quality

In the quest for quality income, Europe potentially stands out. We spotlight three companies we think make the grade.

9 March 2022
2022 Sustainable Investing Outlook
2022 Sustainable Investing Outlook

Amanda Young is joined by colleagues to explore what we can expect to see on the sustainability agenda for 2022.

30 May 2024
MyFolio strategic asset allocation changes
MyFolio strategic asset allocation changes

Read about our latest review and find out why we've added global infrastructure.

4 March 2022
Russia-Ukraine crisis: talk of war and counting the costs
Russia-Ukraine crisis: talk of war and counting the costs

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.

25 April 2024
To CCC or not to CCC, that is the question
To CCC or not to CCC, that is the question

With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.

3 March 2022
Quality stocks – shaken but sound
Quality stocks – shaken but sound

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.

25 April 2024
Argentina: is it different this time?
Argentina: is it different this time?

Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.

22 February 2022
Is the drive to green energy pushing up inflation?
Is the drive to green energy pushing up inflation?

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.

18 April 2024
Emerging market debt March 2024 review and outlook
Emerging market debt March 2024 review and outlook

Our summary of developments in emerging market debt in March 2024 and outlook.

22 February 2022
Inflation: stickier but still ultimately transitory
Inflation: stickier but still ultimately transitory

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?

9 April 2024
US logistics and industrials: shifting sands in the supply chain
US logistics and industrials: shifting sands in the supply chain

There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.

22 February 2022
Global Smaller Companies: one decade, four lessons
Global Smaller Companies: one decade, four lessons

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.

22 March 2024
Choosing an outsourced investment solution needn't be taxing
Choosing an outsourced investment solution needn't be taxing

Multi-asset fund or managed portfolio service? We explore the key considerations.

1 February 2022
Women in the workplace: it's not just about parental leave
Women in the workplace: it's not just about parental leave

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.

18 March 2024
Asia opportunities amid global slow-growth environment
Asia opportunities amid global slow-growth environment

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…

1 February 2022
Global Economic Outlook – the Omicron Speedbump
Global Economic Outlook – the Omicron Speedbump

Omicron is more infectious but less virulent, reducing its impact on economies…

18 March 2024
Why size isn't everything as smaller companies show how to lead the way
Why size isn't everything as smaller companies show how to lead the way

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

19 October 2021
Fixed Income Perspectives – the great inflation debate
Fixed Income Perspectives – the great inflation debate

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.