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.

Trading conditions since the start of 2022 have been challenging for investors. High inflation, rising interest rates and the prospect of slowing economies have caused considerable volatility in equity and bond markets.

All eyes are on when central banks will cut interest rates next year. Craig MacDonald discusses high-quality bonds, why he’s looking at the better banks, where the problems may arise and the prospects for emerging markets.

Summary of developments in emerging market debt in September 2022 and the outlook going forward. 

We outline why now is a good time to participate in fund financing amid rising opportunities and improved risk-adjusted returns.

Read more about the appeal of the private equity secondaries market. 

Flexibility, amenity, connectivity, technology and sustainability (FACTS) are key for future-fit offices. Read more about our views.

abrdn consider some of the longer term factors that are exerting upward pressures on inflation. 

How are rent caps affecting European real estate? 

Inflation has reached its highest level in over 40 years. Russia’s invasion of Ukraine continues to drive up global energy and food prices. Ongoing supply-chain bottlenecks and rising labour costs are also boosting inflation. The question for investors is – which strategies might fare best if inflation persists?

As well as saving you time and money, CIP outsourcing could help you mitigate risk.

Max Rofagha, Founder and CEO of Finimize, joins host Richard Dunbar in the latest episode of the Investment IQ Podcast series. Max and Richard discuss the history of Finimize, how it can tackle the information asymmetry between institutional and retail investors, and how Finimize and abrdn can work together to create a powerhouse for investing information and research. The discussion also touches on the global problem of financial literacy and how 'learning by doing' may be part of the answer. This podcast was recorded in July 2022.

Against a challenging backdrop, long-term investors are taking a fresh look at income and how to use it.

Smaller companies tend to be more susceptible to inflation risk than their larger peers. However, while the broad asset class may be floundering amid the highest inflation in decades, in our view, compelling opportunities remain among certain high-quality international small caps.

We outline opportunities we see in Asia Pacific – a region ripe for uncovering the sustainability leaders of tomorrow.

Nature is vital for a healthy economy, but the planet faces a crisis as companies, markets and governments have consistently failed to take into account the financial value of biodiversity.

The MyFolio Sustainable Index fund range has just turned one. Find out about its key features.

It’s encouraging to see policymakers commit to ‘Net Zero 2050’. However, the road ahead will be challenging, not least in the real estate sector. In Europe, for example, greenhouse gas emissions from buildings need to drop 60% from 1990 levels by 2030. This clearly represents a major change for the sector – but dig down into the detail and the task begins to look almost Herculean. And it won’t be accomplished in time without a step change in response and radical collaboration from all actors in the sector.