December 2020 marked the fifth anniversary of the Paris Climate Agreement. For all the promises made during the talks, countries have already fallen woefully behind on their commitments to limit global warming. But could the narrative be shifting? We take a close look.
In the quest for quality income, Europe potentially stands out. We spotlight three companies we think make the grade.
Many people have heard of greenwashing. However, definitions and practices remain vague. We take a look at this phenomenon and ask what it means for investors.
Read about our latest review and find out why we've added global infrastructure.
With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.
The 2022 Intergovernmental Panel on Climate Change (IPCC) report presented unequivocal scientific evidence that the health of the planet, and the life it supports, is threatened by rising temperatures due to greenhouse gas emissions.
Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.
Paul talks to Robert Gilhooly, senior emerging markets economist at abrdn, about China’s move away from zero-Covid. They discuss the reasons for the abrupt policy shift, the initial hit in terms of health and economic activity, and the economic rebound that’s now underway.
Our summary of developments in emerging market debt in March 2024 and outlook.
Luke Bartholomew talks to Lizzy Galbraith, political economist at abrdn, about the outlook for US politics in 2023. They discuss the impact of the narrow Republican majority in the House on debt ceiling negotiations and fiscal policy more generally, the broader Republican legislative strategy for the next two years, and the ways in which the 2024 Presidential election will start to impact politics as 2023 progresses.
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
Emerging markets (EM) have been out of favour for some time. This asset class, which encompasses a diverse range of countries and economies, has suffered amid heightened geopolitical uncertainty, a strong dollar and the economic disruption from China’s now abandoned ‘zero-Covid’ policy.
Multi-asset fund or managed portfolio service? We explore the key considerations.
Last year was terrible for equities. A war in Ukraine, soaring inflation, higher interest rates and weak economic growth all weighed on sentiment. Globally, both small and large caps were firmly in negative territory. Large-cap indices like the S&P 500 were dragged down as technology companies (such as Meta and Tesla) and stocks with high valuations sold off. Meanwhile, risk-averse investors shunned small caps as economic conditions deteriorated.
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…
Why size isn’t everything as Thomas Watts discusses the opportunities smaller companies offer.
Housing markets around the world are facing strong headwinds. Household finances and purchasing power are under pressure from falling real incomes, surging household bills and higher borrowing costs.
Unpicking company targets and transition risk.
One of abrdn’s strategic priorities is supporting real world decarbonisation, as outlined in our Net Zero Directed Investing strategy. For us, that means allocating capital to credible transition leaders and climate solutions, as well as influencing the firms we invest in through active engagement.
Which emerging-market companies are capable of paying dividends over the long-term?