Insights and research
Liquidity funds – an institutional investor’s best friend?
From a strong credit profile to potentially better returns than overnight cash markets, we examine the appeal of liquidity funds.
Active vs passive vs sustainability
With sustainability in focus, ‘ye olde debate’ has a new dimension.
The solutions for a net zero world will come from Asia
A look at some of the leading Asian companies we believe are creating many of the net zero solutions of tomorrow.
Small caps – why it might be time to consider an allocation
No one invests in small caps during an economic downturn, right? Here’s why it might be time for a rethink
Spring tide: how will EM benefit from nearshoring
Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impacting the companies and economies of emerging markets.
Do European smaller companies have staying power?
We sift the data – and look to the past – to try and answer the question.
Emerging market debt - reflections on an evolving asset class
Andrew Stanners considers some of the key structural trends in emerging market debt and why the asset class now has a place in most investor portfolios.
abrdn Research Institute
Demographics: how population changes will reshape global growth
Bob Gilhooly and Michael Langham assess the effects of population change on economic growth in the coming decades, and map out the implications for investors.
The Asian century? It’s only just begun.
Asia’s future looks bright. We set out 5 fundamental reasons why we believe Emerging Asia is set to deliver economic outperformance up to 2050 and beyond.
Macro Bytes: How will the debt ceiling be resolved?
The US is facing another debt ceiling stand-off, with very high stakes for the economy and markets. We discuss the current impasse and how it could be resolved.
Macro Bytes: Why Asia is winning the race for global growth
In this episode we discuss the drivers of global growth out to 2050 - demographics, migration, urbanisation, the risks of the middle-income trap, and Asia’s growing share of the global economic pie.
The macro and market outlook under debt ceiling scenarios
We expect Congress to reach a late agreement on the debt ceiling. But a failure to do so would trigger severe market disruptions.
Inflation Watch: cyclical vs structural
Is a recession required to bring inflation to target and restore central bank credibility?
Innovation: how our index helps us spot innovation superstars
In the third instalment of our Innovation Superstars series, we create a ranking of US companies that identifies the most innovative, as well as up-and-coming ‘superstars’.
Bank of England hikes by 25bps and signals risk to inflation outlook
Despite the Bank stressing the upside risks to its inflation forecasts, we continue to think that Bank Rate has now peaked for this cycle and policy will start to ease later this year. However, the hurdle to future rate increases is not high if inflation proves more persistent.