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Insights & Research

Make informed investment decisions with our expert opinion and research. 

Insights

Social equity and financial empowerment
Insights
Social equity and financial empowerment

Inspiring financial inclusivity, diversity and resilience in future generations.

17 min listen
Misperceptions may be masking a golden opportunity in China
Insights
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.

5 min read
Private markets: finding the optimal path for growth
Insights
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?

3 min read
Private markets: the price is right – or is it?
Insights
Private markets: the price is right – or is it?

One question that sparks debate with our clients is – are private market assets overvalued?

1 min read
Mexico - the key beneficiary of US nearshoring
Insights
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.

4 min read
Greater Seoul logistics: light at the end of the tunnel?
Insights
Greater Seoul logistics: light at the end of the tunnel?

What next for logistics in Seoul? We discuss when the turning point might be.

2 min read
The cusp of a lost decade, is China at risk of Japanification?
Insights
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.

28 min listen
High Yield: reasons to (still) be positive
Insights
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.

4 min read
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abrdn Research Institute

Global Economic Outlook: Rolling on or rolling over?
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…

4 min read
How is AI going to change the economy?
abrdn Research Institute
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.

1 min read
Peering through the fog in China
abrdn Research Institute
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.

1 min read
US forecast deep dive: Smooth descent to get bumpier
abrdn Research Institute
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.

1 min read
Macro Bytes: Is the Fed pulling off a soft landing?
abrdn Research Institute
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.

23 min listen
r* gazing: assessing the future path for global interest rates
abrdn Research Institute
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.

4 min read
Macro Bytes: What did the Bank of England get wrong? - with Michael Saunders
Insights
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

28 min listen
How resilient are DM consumers?
abrdn Research Institute
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.

1 min read
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