Insights and research
Just Transition: 4 things investors can do to ensure society isn’t shortchanged in the transition to net zero
Our latest climate research paper shows why a ‘just transition’ matters, highlighting actions that companies, governments and investors need to take to make it happen.
Avoided Emissions: why understanding climate impact isn’t as simple as 1, 2, 3…
Discover how abrdn is contributing to research on avoided emissions and helping to improve how we measure corporate climate impact.
Money market funds: back with a bang
A look at these indispensable cash management instruments, and why investors are flocking to add them to their investment policies.
COP28: what’s needed for a credible oil and gas transition?
There will be a spotlight on the fossil-fuel industry at COP28 this year, so a big question looms: can alternative technologies aid a credible oil and gas transition?
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.
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.
Have interest rates peaked?
It’s the question on most people’s lips. Our rates experts share their views.
Global Macro Research
Global Economic Outlook: After the hikes
What happens after the hikes? As many central banks ponder cutting interest rates next year, we look at the diverging paths of the main economies. Read on to find out more…
Macro Bytes: Is Japan leaving behind the lost decades?
Podcast discussion about the return of inflation to Japan, and the outlook for Bank of Japan monetary policy as a response.
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.
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.
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.
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.
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.
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.