Individual

For people managing their own savings and investments.

Institutional

For professional investors managing investments on behalf of someone else.

Change country site
LoginOpens in new window
  1. Home

Insights and research

The expert opinion and research driving our investment decisions.

Insights

Four years forward: lessons from the Climate Transition Bond Strategy
Insights
Four years forward: lessons from the Climate Transition Bond Strategy

The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.

5 min Read
European smaller companies: normal service resumed?
Insights
European smaller companies: normal service resumed?

Since 2001, small caps have outpaced large caps globally. Yet many investors still steer clear. Time to take another look?

6 min Read
Aberdeen House View: Navigating a volatile macro and market regime
Insights
Aberdeen House View: Navigating a volatile macro and market regime

How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the next 12–18 months.

4 min Read
May 2025 EMD Review and Outlook: recovering sentiment
Insights
May 2025 EMD Review and Outlook: recovering sentiment

Our summary of developments in emerging market debt in May 2025 and outlook.

4 min Read
Smaller companies: on the road – Milan
Insights
Smaller companies: on the road – Milan

We recently visited Milan to meet some of the standout Italian smaller companies – from luxury goods to finance. Here’s what caught our eye.

4 min Read
Emerging markets income equity: why Telekom Malaysia stands out from the crowd
Insights
Emerging markets income equity: why Telekom Malaysia stands out from the crowd

Investors are ready to fall back in love with the telecommunications sector.

6 min Read
Delivering innovative energy solutions for the UK’s energy transition - Deeside Anaerobic Digestion Project
Insights
Delivering innovative energy solutions for the UK’s energy transition - Deeside Anaerobic Digestion Project

We explore the Deeside AD Project's role in the UK's energy transition and decarbonisation efforts.

3 min Read
China’s big charge: EVs, oil and the renminbi
Insights
China’s big charge: EVs, oil and the renminbi

China’s battery maker CATL recently enjoyed a bumper listing. Here, we explore China’s battery dominance and share details of our recent visits to CATL’s cutting-edge factory.

3 min Read
View all articles

Global Macro Research

The Monthly Macro Outlook Video June 2025
Global Macro Research
The Monthly Macro Outlook Video June 2025

What’s driving the latest surge in US deficit projections? Lizzy Galbraith highlights the fiscal and trade policy shifts that could reshape the global economic outlook.

3 min Watch
Emerging markets outlook: Risks remain amid trade war de-escalation
Global Macro Research
Emerging markets outlook: Risks remain amid trade war de-escalation

While the threat of an escalation in the US trade war has receded, slowing global growth will be a drag, particularly on EMs reliant on trade. That said, a weaker US dollar and limited spillover from rising developed market bond yields should give EM central banks room to support their economies.

1 min Read
Is the Big Beautiful Bill a step too far for bond markets?
Global Macro Research
Is the Big Beautiful Bill a step too far for bond markets?

In this episode, we explore the Trump administration’s sweeping plans that would swell government borrowing, why bond markets are getting nervous, and what Elon Musk’s exit may mean.

24 min Listen
Global Economic Outlook: Trade and fiscal policy on trial
Global Macro Research
Global Economic Outlook: Trade and fiscal policy on trial

Tariff shocks have worn off, but investor concerns are shifting to fiscal risks. Explore what’s driving international economies and markets in our latest analysis.

4 min Read
A new dawn for European defence spending?
Global Macro Research
A new dawn for European defence spending?

European defence spending is set to rise. However, fiscal considerations and low growth multipliers will constrain the economic tailwind somewhat, while fractured procurement and reliance on arms imports need to be addressed.

1 min Read
Has Javier Milei's shock therapy worked for Argentina?
Global Macro Research
Has Javier Milei's shock therapy worked for Argentina?

In the latest episode, we explore Argentina’s dramatic economic turnaround under Milei and ask whether the reforms can stick.

22 min Listen
Argentina’s shock therapy yields results, but normalisation remains a way off
Global Macro Research
Argentina’s shock therapy yields results, but normalisation remains a way off

President Javier Milei has overseen sharp policy shifts aimed at stabilising the country’s economy, including fiscal consolidation and disinflation. The latest IMF deal and peso liberalisation are further positive steps. But sustaining this progress and a major return to international capital markets will require further reform and is not guaranteed.

1 min Read
How large are global infrastructure needs?
Global Macro Research
How large are global infrastructure needs?

Both developed and emerging economies have huge physical infrastructure investment needs, which we quantify using a new modelling framework. Building this infrastructure will be essential to underpin future growth and hitting sustainable development goals. Substantial amounts of private capital will be required to help fund this investment.

1 min Read
View all in-depth research
Stay Updated

Register to receive further information on our capabilities and the latest market insights from Aberdeen Investments. You can edit your preferences at any time.

Please select your subscription options:

Organisation Type
By ticking this box you confirm your consent to receive future relevant email communications from Aberdeen Investments.