Insights & Research
Make informed investment decisions with our expert opinion and research.
Spring tide: how will EM benefit from nearshoring
Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impacting the companies and economies of emerging markets.
Do European smaller companies have staying power?
We sift the data – and look to the past – to try and answer the question.
Emerging market debt - reflections on an evolving asset class
Andrew Stanners considers some of the key structural trends in emerging market debt and why the asset class now has a place in most investor portfolios.
The Sustainability Inspires Podcast – Positive tipping points
Claiming agency and finding solutions in the face of rising emissions. Listen here.
Climate Scenario Analysis 2022: drifting away from global climate goals
We look at the 4 things in 2022 that have shaped the latest climate scenario analysis updates and unpick what this may mean in the global push for Net Zero and for the investment world
Sustainable bonds in Asia – looking beyond the label
Sustainable investing in Asia is rapidly evolving. But how can investors know their money is having a genuine positive impact? We take a look.
Net zero: identifying credible transition leaders in APAC
Five of the world’s 10 largest carbon-emitting countries are located within APAC. That’s why it’s so important for companies there to have ambitious net-zero targets and to stick to them. We take a look at what’s really happening.
abrdn Research Institute
Demographics: how population changes will reshape global growth
Bob Gilhooly and Michael Langham assess the effects of population change on economic growth in the coming decades, and map out the implications for investors.
Macro Bytes: How will the debt ceiling be resolved?
The US is facing another debt ceiling stand-off, with very high stakes for the economy and markets. We discuss the current impasse and how it could be resolved.
Macro Bytes: Why Asia is winning the race for global growth
In this episode we discuss the drivers of global growth out to 2050 - demographics, migration, urbanisation, the risks of the middle-income trap, and Asia’s growing share of the global economic pie.
Inflation Watch: cyclical vs structural
Is a recession required to bring inflation to target and restore central bank credibility?
Innovation: how our index helps us spot innovation superstars
In the third instalment of our Innovation Superstars series, we create a ranking of US companies that identifies the most innovative, as well as up-and-coming ‘superstars’.
Macro Bytes: Will Sunak keep his economic promises?
Paul and Luke talk to Lizzy Galbraith, Political Economist at abrdn, about the UK government’s political economy strategy.
How far will the Fed cut rates?
We have the out-of-consensus view that the fed funds rate will return to zero.