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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Private credit: Investment-grade opportunities
Insights
Private credit: Investment-grade opportunities

On the latest episode of “The Voice, The View” podcast, Vivian Tang and Martin Barnewell discuss their views on private credit investment-grade opportunities while highlighting the growth of the asset class since the 2008 financial crisis.

23 min Listen
India: Four reasons to stay bullish
Insights
India: Four reasons to stay bullish

Indian stocks are hot right now. But is the market overly optimistic? Are current prices sustainable? Here are four reasons why we believe valuations can be justified.

3 min Read
A CIO’s guide to Q4
Insights
A CIO’s guide to Q4

In our latest Investment Outlook series for Q4 2024, we provide our latest house view, scenarios around the US presidential election, and topical perspectives from our asset class experts.

1 min Read
Bond yields: Risk and reward in a soft landing
Insights
Bond yields: Risk and reward in a soft landing

We explore why bonds may be coming back, how bond market dynamics are shifting, and what it means for investors.

4 min Read
Emerging market debt: Potential winners & losers in the upcoming presidential election
Insights
Emerging market debt: Potential winners & losers in the upcoming presidential election

A look at how the race for the White House and Federal Reserve interest rate cuts will significantly impact emerging markets. We explore potential scenarios and their effects on emerging market debt.

4 min Read
Infrastructure: The future of tech, energy, and demographic shifts
Insights
Infrastructure: The future of tech, energy, and demographic shifts

A look into the future of infrastructure investing and how data infrastructure, an increase in energy demands, and demographic shifts could revolutionize investment portfolios.

3 min Read
Identifying Asia’s tech enablers
Insights
Identifying Asia’s tech enablers

Highlighting the value of pick-and-shovel investing in Asia’s tech sector, urging investors to focus on smaller, lesser-known tech enablers rather than just large companies.

3 min Read
Emerging markets: From rate cuts to election uncertainty
Insights
Emerging markets: From rate cuts to election uncertainty

We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strategies and opportunities for the months ahead.

15 min Listen
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Global Macro Research

Falling stars? What real equilibrium interest rates (r*) tell us
Global Macro Research
Falling stars? What real equilibrium interest rates (r*) tell us

Why the “true” stance of monetary policy depends on where policy interest rates sit relative to an estimate of the equilibrium rate of interest.

6 min Read
Is globalization going in reverse or just changing?
Global Macro Research
Is globalization going in reverse or just changing?

Deputy Chief Economist James McCann joins hosts Paul Diggle to discuss the nature of “Globalization 3.0”, and what it means for the economic outlook and financial markets.

33 min Listen
Reshoring: Shifting sands or cyclical waves?
Global Macro Research
Reshoring: Shifting sands or cyclical waves?

A look at how Emerging Asia economies – and Mexico – are benefiting from a shift in global supply chains.

8 min Read
Globalization 3.0: Backsliding or a brave new world?
Global Macro Research
Globalization 3.0: Backsliding or a brave new world?

The traditional trade engine has stalled, but other aspects of global integration continue to deepen. However, this “Globalization 3.0” is threatened by a hostile political backdrop.

9 min Read
Has the global economy entered a structurally more volatile inflation regime?
Global Macro Research
Has the global economy entered a structurally more volatile inflation regime?

Why increasingly frequent negative supply shocks may mean the global economy has entered a new regime of structurally higher inflation volatility.

8 min Read
How should investors navigate economic and political uncertainty?
Global Macro Research
How should investors navigate economic and political uncertainty?

On our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.

24 min Listen
Will the Bank of Japan hike interest rates again before the Federal Reserve cuts?
Global Macro Research
Will the Bank of Japan hike interest rates again before the Federal Reserve cuts?

In our latest Macro Bytes podcast, abrdn's economists discuss the outlook for monetary policy in Japan and the US.

34 min Listen
Macro: Central bank inflation campaign reaches last mile
Global Macro Research
Macro: Central bank inflation campaign reaches last mile

With the end in sight for central banks’ inflation fight, Paul Diggle asks whether the last mile will prove the most difficult while weighing in on how different economic scenarios may unfold.

4 min Read
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