Insights & Research
Make informed investment decisions with our expert opinion and research.
Social equity and financial empowerment
Inspiring financial inclusivity, diversity and resilience in future generations.
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.
Greater Seoul logistics: light at the end of the tunnel?
What next for logistics in Seoul? We discuss when the turning point might be.
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.
Can Asia thrive, with or without China?
China's reopening has not gone to plan. But what does this mean for broader Asian markets? Read on to find out.
The cusp of a lost decade, is China at risk of Japanification?
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China today and Japan 30 years ago.
High Yield: reasons to (still) be positive
European High Yield has proven to be resilient so far in 2023. Will this continue into 2024? Here’s why we think that may be the case.
abrdn Research Institute
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.
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.
How resilient are DM consumers?
The resilience of developed market consumption has been a key factor extending this cycle. Resilience should wane in the second half of the year, but some economies are more vulnerable than others.
Macro Bytes: Is the UK 'stagflation nation'?
In this episode of the podcast Paul Diggle and Luke Bartholomew talk to Lizzy Galbraith, Political Economist at abrdn, about the outlook for the UK economy.