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.
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.
Amanda Young is joined by colleagues to explore what we can expect to see on the sustainability agenda for 2022.
Is it time to reassess your investment strategy amid climate policy delays and clean technology advances?
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.
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.
Here are the key macro trends next year, from US policy shifts to emerging market dynamics. Stay ahead with these insights
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.
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?
Luke Hickmore, Investment Director, discusses the factors in fixed income markets, examining interest rates and the current positioning of Strategic Bonds.
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.
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.
We look at what the latest COP developments mean for investors.
Omicron is more infectious but less virulent, reducing its impact on economies…
Latest video on Fixed Income opportunities at the PA Autumn Congress
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.
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.
X-ray the entire MyFolio fund range with our open-access platform.
From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets.
Covid-19 has acted as a catalyst to expedite trends that were in place long before the pandemic emerged. Hybrid working arrangements and the digitalisation of working practices were already adopted by many organisations, in some cases for several decades. Material technological advances over the last five years have enabled us all to embrace more agile working, while retaining significant levels of connectivity and productivity outside of the office.