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Insights & Research

Make informed investment decisions with our expert opinion and research. 

Insights

COP28: what’s needed for a credible oil and gas transition?
Insights
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?

2 min Read
Avoided Emissions: why understanding climate impact isn’t as simple as 1, 2, 3…
Insights
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.

3 min Read
The smaller names behind the boom in big luxury brands
Insights
The smaller names behind the boom in big luxury brands

Global spending on the beauty industry is expected to hit $716bn. What sort of companies are leading the way?

3 min Read
Tokyo’s multifamily assets: are they living up to expectations?
Insights
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
India: a beacon for emerging markets
Insights
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
Have interest rates peaked?
Insights
Have interest rates peaked?

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

4 min Read
Have Chinese policymakers done enough?
Insights
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
Opportunities in EMD as ESG evolves
Insights
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
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Global Macro Research

Macro Bytes: How could conflict in the Middle East affect the global economy?
Global Macro Research
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
Following three lost decades, is Japan at a turning point?
Global Macro Research
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
Macro Bytes: Why are bond yields rising?
Global Macro Research
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
The monthly macro outlook video – November 2023
Global Macro Research
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
From AI to deglobalisation: key takeaways from the IMF annual meetings
Global Macro Research
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
Macro Bytes: How is AI going to change the economy?
Global Macro Research
Macro Bytes: How is AI going to change the economy?

In this episode we discuss the many potential economic impacts of Artificial Intelligence.

26 min Listen
China: Firmer data reduce downside risks
Global Macro Research
China: Firmer data reduce downside risks

Stronger-than-expected data across September and August should moderate some of the pessimism around China’s outlook, but risk tempering stimulus.

1 min Read
Israel-Hamas conflict: four potential geo-military scenarios
Global Macro Research
Israel-Hamas conflict: four potential geo-military scenarios

An Israeli ground invasion of Gaza is the baseline scenario and seemingly all but assured at this stage. There are escalatory scenarios involving a broader conflict with Hezbollah and even Iran. The macro transmission channels are via geopolitical risk premia and energy prices. Global economic impacts would increase if Middle East oil supplies, especially via the Strait of Hormuz, were threatened.

1 min Read
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