19 June 2023
Are emerging markets ready for a resurgence?
Are emerging markets ready for a resurgence?

We explain why we believe there are compelling reasons to invest in emerging markets.

20 May 2018
The US and Europe: a corporate profits paradox
The US and Europe: a corporate profits paradox

US companies had an excellent beginning to 2018, as shown by their strong first-quarter corporate profits. European businesses, on the other hand, had a less auspicious start, a fact also reflected in their earnings reports. 

20 May 2018
Goldilocks – fact or fiction?
Goldilocks – fact or fiction?

Over the past 18 months, the term ‘Goldilocks’ has increasingly been used to describe the global economic climate – neither too ‘hot’ to cause rampant inflation, nor too ‘cold’ to fall into recession.

14 June 2023
Emerging Markets Equities Podcast
Emerging Markets Equities Podcast

What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the US dollar and the currencies coupled to it.

17 May 2018
Week in review: Markle sparkles
Week in review: Markle sparkles

Seems the cash registers are already ringing in the UK this week. According to consulting firm Brand Finance, Saturday’s royal wedding between Prince Harry and Meghan Markle will boost the UK economy by around £1.05 billion.

12 June 2023
Private Placements lessons from the past decade
Private Placements lessons from the past decade

With the tenth year anniversary of abrdn's private placement business last year, Andrew looks back at some of the lessons learnt.

25 April 2018
What causes recessions, and can we predict them?
What causes recessions, and can we predict them?

The US economic expansion has just become the second longest on record. If it continues beyond mid-2019, it will be number one. Its longevity is probably due to a mixture of circumstances, judgement and luck. The severity of the recession following the global financial crisis (GFC), coupled with the slowness of the subsequent recovery, has played a part. Regulatory reforms to the financial sector, implemented in response to the GFC, may also have contributed. And the fact that the US hasn’t been hit by any shocks of sufficient size to knock it badly off course has certainly helped. But as the economy heads towards that all-time record in 2019, what could bring it back down to earth? And are we capable of predicting the end before it’s upon us?

8 June 2023
Is the future of income emerging?
Is the future of income emerging?

We ask if dividend investors should consider diversifying into emerging markets

 

24 April 2018
Dangers, data and Darwin: hedge funds face the future
Dangers, data and Darwin: hedge funds face the future

Under pressure from innovation, demanding clients and Old Father Time, hedge funds face their fair share of challenges. A rapidly evolving environment will spell the end for those who fail to keep pace. But in a Darwinian industry, those who innovate and adapt will ultimately benefit – and so will their clients.

6 June 2023
Emerging market debt April 2023 review and outlook
Emerging market debt April 2023 review and outlook

Our summary of developments in emerging market debt in April 2023 and the outlook going forward

24 April 2018
Week in Review: Spring in step
Week in Review: Spring in step

Equity investors enjoyed the spring sunshine this week. The S&P 500 was up 1.4% by Thursday’s close. The FTSE 100 and the FTSE World Europe ex UK indices gained 1.0% and 1.2%, respectively.

1 June 2023
5 ways to close the credibility gap
5 ways to close the credibility gap

Eva Cairns suggests five ways in which investors can help to close the credibility gap between companies & climate ambition and credible action.

27 March 2018
Property investors are in need of some retail therapy
Property investors are in need of some retail therapy

Many would say that high street retailing is dead. The reality is that no high streets have truly perished and very few will be completely wiped out. Yet many are undoubtedly shadows of their former selves, most will never be the same again, and relatively few could be considered in fine fettle.

22 May 2023
Can elections be a defining moment for Turkey?
Can elections be a defining moment for Turkey?

Kieran Curtis, Head of Emerging Market Local Currency Debt, gives his take on the potential implications of Turkey’s upcoming parliamentary and presidential elections.

27 March 2018
States' rights
States' rights

Central government finances and fiscal policy often receive most of the attention, but for many countries, especially emerging markets (EM), local government spending far outweighs the central government.

22 May 2023
ESG: 4 Big Sustainability Trends Investors Can't Ignore
ESG: 4 Big Sustainability Trends Investors Can't Ignore

Amanda Young describes four big sustainability trends that will shape the way people invest for decades to come.

13 March 2018
Bigger is not always better
Bigger is not always better

Ongoing economic strength and tax reform are fuelling corporate profits in the US for companies large and small. Meanwhile, wage growth and rising input costs are putting pressure on margins.

4 May 2023
The Investment Outlook Q2 2023 – Introduction
The Investment Outlook Q2 2023 – Introduction

Financial conditions are likely to tighten further in the coming months. Here are 3 ways this may change asset selection.

7 March 2018
Manufacturing the expansion
Manufacturing the expansion

It looks like 2018 is off to a solid start in the Eurozone. After the strong industrial production print for December 2017, growing 5.2% year-on-year, PMI data this week continued to register high levels of growth in the manufacturing sector.

13 April 2023
Can you maximise advice trend opportunities?
Can you maximise advice trend opportunities?

Following the Covid-19 pandemic, the ways in which we interact, work, and do business have changed. This digital revolution is defining how clients engage with advisers and has impacted adviser business models. Progressively more adviser businesses are looking to systemise their processes and client engagements with the aim of increasing productivity, reducing risk, and successfully delivering a range of client services.