Insights & Research
Make informed investment decisions with our expert opinion and research.
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?
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.
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.
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.
The case for small caps in four charts
Andrew Paisley looks at four of the key reasons to consider the asset class in today’s uncertain climate.
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.
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.
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.
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.
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.
Macro Bytes: How is AI going to change the economy?
In this episode we discuss the many potential economic impacts of Artificial Intelligence.
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.
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.