Insights & Research

Make informed investment decisions with our expert opinion and research.

Insights

Insights04 Oct 2023

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.

25 min listen

Insights28 Sept 2023

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

3 min read

Insights27 Sept 2023

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

4 min read

Insights22 Sept 2023

Social equity and financial empowerment

Inspiring financial inclusivity, diversity and resilience in future generations.

17 min listen

Insights22 Sept 2023

Emerging market debt August 2023 review and outlook

Our summary of developments in emerging market debt in August 2023 and the outlook going forward.

2 min read

Insights15 Sept 2023

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.

5 min read

Insights14 Sept 2023

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?

3 min read

Insights08 Sept 2023

Mexico - the key beneficiary of US nearshoring

Tiago Rodrigues discusses 'nearshoring' and how Mexico will be the biggest beneficiary of this trend thanks to its proximity to the US.

4 min read

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abrdn Research Institute

abrdn Research Institute26 Sept 2023

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.

38 min listen

abrdn Research Institute19 Sept 2023

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…

4 min read

abrdn Research Institute18 Sept 2023

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.

1 min read

abrdn Research Institute12 Sept 2023

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.

1 min read

abrdn Research Institute11 Sept 2023

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.

1 min read

abrdn Research Institute06 Sept 2023

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.

23 min listen

abrdn Research Institute05 Sept 2023

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.

4 min read