From elevated yields to defensive characteristics, we make the case for short-duration bonds.
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.
How do passive multi-manager funds stay in line with client needs?
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?
We explain why we believe there are compelling reasons to invest in emerging markets.
The vast majority (85%) of advisers have spoken with their clients in the last six months about how to adapt their finances or portfolios in the wake of soaring inflation, according to new research from abrdn.
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.
Fears that the global transition to a low-carbon economy will drive inflation over the long term are overblown, with the tightening of monetary policy set to have far greater implications for portfolios.
With the tenth year anniversary of abrdn's private placement business last year, Andrew looks back at some of the lessons learnt.
Some three months into the Russian-Ukraine war, our experts look at what this conflict may mean for the world’s struggle to transition to more sustainable energy and how this may affect investors.
We ask if dividend investors should consider diversifying into emerging markets
Climate-related screening of investments gets continued ‘green light’ in new court ruling
Our summary of developments in emerging market debt in April 2023 and the outlook going forward
Today, half of the articles in investment magazines seem to be about ESG and climate. In our experience, however, very few funds are actually designed with a clear climate goal. We believe this is a missed opportunity.
Eva Cairns suggests five ways in which investors can help to close the credibility gap between companies & climate ambition and credible action.
The recovery from the Covid crisis continues, with global activity now exceeding its pre-pandemic peak. However, this rapid rebound has already run into supply constraints in many sectors and economies, leading to a surge in global inflation. Some of these demand-supply imbalances should ease over the coming quarters, helping to cool price growth. But it’s hard to escape the conclusion that Covid has permanently damaged the supply side of the global economy, implying a less favourable trade-off between growth and inflation.
Kieran Curtis, Head of Emerging Market Local Currency Debt, gives his take on the potential implications of Turkey’s upcoming parliamentary and presidential elections.
The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place. In the UK, we expect £5.5 trillion of assets will be passed down between now and 2050. On a global basis, around $68 trillion is forecast to change hands.
Amanda Young describes four big sustainability trends that will shape the way people invest for decades to come.
The past few months have delivered a number of unwelcome developments resulting in greater risks to economic growth, higher inflation and more volatile markets.