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.
Private markets: finding the optimal path for growth
With 60/40 portfolios coming under pressure, is it time to consider an allocation to private markets?
Private markets: the price is right – or is it?
One question that sparks debate with our clients is – are private market assets overvalued?
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.
Greater Seoul logistics: light at the end of the tunnel?
What next for logistics in Seoul? We discuss when the turning point might be.
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.
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.
Peering through the fog in China
A difficult adjustment in real estate is likely to remain a headwind to growth for the rest of this year and during 2024, although policy will ease further. We do not fully subscribe to the recent bout of China pessimism, which is now overblown.
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.
Macro Bytes: What did the Bank of England get wrong? - with Michael Saunders
Paul and Luke speak to Michael Saunders, former external member of the Bank of England’s Monetary Policy Committee