We explain why we believe there are compelling reasons to invest in emerging markets.
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.
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.
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.
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.
With the tenth year anniversary of abrdn's private placement business last year, Andrew looks back at some of the lessons learnt.
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?
We ask if dividend investors should consider diversifying into emerging markets
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.
Our summary of developments in emerging market debt in April 2023 and the outlook going forward
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.
Eva Cairns suggests five ways in which investors can help to close the credibility gap between companies & climate ambition and credible action.
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.
Kieran Curtis, Head of Emerging Market Local Currency Debt, gives his take on the potential implications of Turkey’s upcoming parliamentary and presidential elections.
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.
Amanda Young describes four big sustainability trends that will shape the way people invest for decades to come.
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.
Financial conditions are likely to tighten further in the coming months. Here are 3 ways this may change asset selection.
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.
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.