Insights & Research

Make informed investment decisions with our expert opinion and research.

Insights

Insights27 Nov 2023

Tokyo’s multifamily assets: are they living up to expectations?

We take a look at Tokyo’s multifamily assets and highlight if they are living up to expectations.

1 min Read

Insights24 Nov 2023

Have interest rates peaked?

It’s the question on most people’s lips. Our rates experts share their views.

4 min Read

Insights24 Nov 2023

India: a beacon for emerging markets

The equity market has been on a tear since March while India remains one of the fastest-growing major economies in the world right now.

2 min Read

Insights22 Nov 2023

Have Chinese policymakers done enough?

China’s economic rebound has been disappointing. But behind the headlines there are positives. Here’s what else we think government can do.

2 min Read

Insights21 Nov 2023

Opportunities in EMD as ESG evolves

As emerging markets catch up with their developed peers in integrating ESG, we look at some of the opportunities this is creating for bond investors.

8 min Read

Insights17 Nov 2023

The case for small caps in four charts

Andrew Paisley looks at four of the key reasons to consider the asset class in today’s uncertain climate.

3 min Read

Insights16 Nov 2023

SFDR: are articles 8 and 9 fit for purpose?

The European Commission is reviewing the EU’s Sustainable Finance Disclosure Regulation. What could this mean for investors?

3 min Read

Insights15 Nov 2023

Emerging market debt October 2023 review and outlook

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

1 min Read

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Global Macro Research

Global Macro Research13 Nov 2023

Macro Bytes: How could conflict in the Middle East affect the global economy?

Podcast discussion about the transmission channels from the conflict between Israel and Hamas into the global economy.

26 min Listen

Global Macro Research10 Nov 2023

Following three lost decades, is Japan at a turning point?

Japan is closer to achieving its inflation target over the medium term than it has been in decades. But higher wage agreements and inflation expectations are only weakly embedded, so the BoJ’s exit strategy will be very cautious. We expect yield curve control and negative rates to end next year, but little tightening thereafter.

1 min Read

Global Macro Research03 Nov 2023

Macro Bytes: Why are bond yields rising?

Paul and Luke talk to James McCann, Deputy Chief Economist at abrdn, about the significant rise in global bond yields.

26 min Listen

Global Macro Research03 Nov 2023

The monthly macro outlook video – November 2023

Luke Bartholomew, Senior Economist, discusses the tragic events in the Middle East and the recent bond-market selloff. He also provides a roundup of regional economic developments.

4 min Watch

Global Macro Research31 Oct 2023

What would Labour do? 4. Economic strategy

Labour is focusing on an ambitious package of supply-side reforms to incentivise private sector investment and boost growth in the UK. This significantly more interventionist style of government has the potential to offer a clearer policy landscape for investors, but delivery risks will be high.

1 min Read

Global Macro Research20 Oct 2023

From AI to deglobalisation: key takeaways from the IMF annual meetings

There is strong consensus around near-term resilience in most of the global economy and a struggling China. The USD is not under threat of displacement, but fragmentation is likely to be amplified by China’s emergence in EV production.

1 min Read