Insights & Research
Make informed investment decisions with our expert opinion and research.
We need to talk about the ex - is EM as an asset class nearly ready to separate from China?
Nick is joined by Hasnain Malik from Tellimer in the latest episode of the emerging markets equities podcast evaluating emerging markets as an asset class.
The high-tech, green Asia of the future is under construction
From AI to sustainability, Rene Buehlmann, CEO Investments, identifies the main themes set to drive Asia
Emerging markets and the SDGs: investing where it's needed most
We look at some of the companies helping to solve some of the biggest challenges we face today
Social equity and financial empowerment
Inspiring financial inclusivity, diversity and resilience in future generations.
Emerging market debt August 2023 review and outlook
Our summary of developments in emerging market debt in August 2023 and the outlook going forward.
Misperceptions may be masking a golden opportunity in China
We explain why now offers a once-in-a-generation opportunity for investors to buy quality Chinese companies at bargain prices.
Private markets: finding the optimal path for growth
With 60/40 portfolios coming under pressure, is it time to consider an allocation to private markets?
abrdn Research Institute
Macro Bytes: are we in a world of permanently higher interest rates?
Luke talks to Lukasz Rachel, Assistant Professor of Economics at UCL, and Bob Gilhooly, Senior Emerging Markets Economist at abrdn, about the long term drivers of interest rates.
Global Economic Outlook: Rolling on or rolling over?
The US economy continues to be resilient. Europe is staring at recession. China faces headwinds, while other EMs diverge. Global economies present a mixed picture. Read on to find out more…
How is AI going to change the economy?
We analyse the potential impacts of artificial intelligence on economic growth and productivity, jobs and wages, sectors, government policy and regulation, and geopolitics.
Peering through the fog in China
A difficult adjustment in real estate is likely to remain a headwind to growth for the rest of this year and during 2024, although policy will ease further. We do not fully subscribe to the recent bout of China pessimism, which is now overblown.
US forecast deep dive: Smooth descent to get bumpier
Accelerating activity growth means a US recession is not imminent. But we still think a downturn is coming during our forecast horizon, even if recent activity and inflation dynamics make this an extremely close call.
Macro Bytes: Is the Fed pulling off a soft landing?
Paul and Luke speak to James McCann, Deputy Chief Economist at abrdn, about the outlook for the US economy.
r* gazing: assessing the future path for global interest rates
Has there been a structural shift to higher policy rates and yields or will global interest rates head back to their pre-pandemic lows and resume their downward trend? Read our research.