Insights and research

The expert opinion and research driving our investment decisions.

Insights

Insights06 Dec 2024

Cocoa boost for Ghana and Côte d’Ivoire

Jacob and Leo consider what the huge upsurge in cocoa prices could mean for the economies and bonds of the top two global cocoa-producing countries of Cote d’Ivoire and Ghana.

3 min Read

Insights06 Dec 2024

Global smaller companies: cautious consumers?

We look at two stocks that are lighting up the small-cap sector.

4 min Read

Insights05 Dec 2024

Emerging Market Debt November 2024 – The Trump factor

Our summary of developments in emerging market debt in November 2024 and outlook.

4 min Read

Insights04 Dec 2024

Fixed income: Eat meat or die…

With Donald Trump’s election victory, the political carnivores are back. So, what’s on the menu for fixed income investors?

5 min Read

Insights02 Dec 2024

Listed real estate in a Trump world

Higher US rates might pose a problem, but there are still several reasons to be upbeat about the global listed real estate market.

3 min Read

Insights28 Nov 2024

A tale of two COPs (and why, despite the negative noise, they do matter)

We look at what the latest COP developments mean for investors.

7 min Read

Insights25 Nov 2024

Brazil: fiscal samba

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Ivan Kleimann to discuss Brazil.

23 min Listen

Insights22 Nov 2024

Sustainability Inspires: How we use voting to make business better

How does voting help drive positive change and improve the performance of our clients' investments?

2 min Read

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Global Macro Research

Global Macro Research09 Dec 2024

What does 2025 hold for macro and markets?

Insights from abrdn's economic research team on navigating 2025’s anticipated economic and geopolitical themes.

24 min Listen

Global Macro Research05 Dec 2024

Five macro themes to watch in 2025

We consider five themes for 2025, including slowing monetary policy easing, rising fiscal sustainability concerns, winners and losers from the changing patterns of globalisation, and major sources of political and geopolitical risk.

1 min Read

Global Macro Research03 Dec 2024

The Monthly Macro Outlook Video - December 2024

Find out the key macro and geopolitical themes for 2025 in our latest video. From rate cuts to global debt and political risks, stay informed and prepared.

4 min Watch

Global Macro Research02 Dec 2024

Global Economic Outlook: What is the impact of Trump 2.0 on the global economy?

Discover how Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.

4 min Read

Global Macro Research28 Nov 2024

Will the bond vigilantes return?

Explore rising government debt and the possible return of the bond vigilante. Listen to Macro Bytes for our insights on debt sustainability and markets.

30 min Listen

Global Macro Research20 Nov 2024

The Monthly Macro Outlook Video - November 2024

In our Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

4 min Watch

Global Macro Research18 Nov 2024

Three scenarios for Trump's second term

We expect Donald Trump to deliver important shifts in trade, fiscal, regulatory and immigration policy. But the precise scale and composition of these changes will shape the growth, inflation and interest rate outlooks in different ways.

1 min Read