Right now, the investment industry feels awash with ESG – environmental, social and governance – messaging, products and services. But how can investors distinguish between asset managers with a truly integrated ESG approach and those with only limited capabilities?
With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.
The list of companies making deep pledges on the environment is growing longer by the day. About one-quarter of Fortune 500 businesses now have carbon-neutral targets, with heavyweights such as Danone, Unilever and Vodafone leading the European charge.
Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.
Our summary of developments in emerging market debt in March 2024 and outlook.
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.
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.
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
Multi-asset fund or managed portfolio service? We explore the key considerations.
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.
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.
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.
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.
Unpicking company targets and transition risk.
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.
Which emerging-market companies are capable of paying dividends over the long-term?
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.
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.
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.