6 June 2022
Wealth transfer: how to prepare for the responsible heirs
Wealth transfer: how to prepare for the responsible heirs

The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place. In the UK, we expect £5.5 trillion of assets will be passed down between now and 2050. On a global basis, around $68 trillion is forecast to change hands.

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.

11 April 2022
Corporate earnings: modest growth despite stronger headwinds
Corporate earnings: modest growth despite stronger headwinds

The past few months have delivered a number of unwelcome developments resulting in greater risks to economic growth, higher inflation and more volatile markets.

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.

8 April 2022
Global Outlook Q1 2022
Global Outlook Q1 2022

Ongoing inflationary shocks, the questions around interest rates and the emergence of the new Omicron Covid variant are all making navigating the next twelve months more challenging for investors. Nonetheless, when we look beyond the headlines, there remain some reasons for optimism going into 2022.

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.

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.

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.

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.

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.

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.

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…

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.

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.

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.

14 March 2024
Does 'Net Zero 2050' matter?
Does 'Net Zero 2050' matter?

Unpicking company targets and transition risk. 

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?

5 March 2024
Three ways to unlock opportunity in emerging-market equity income
Three ways to unlock opportunity in emerging-market equity income

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

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.

1 February 2024
Real Estate: Navigating challenges, 3 big opportunities
Real Estate: Navigating challenges, 3 big opportunities

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.