Insights and research

The expert opinion and research driving our investment decisions.

Insights

Insights05 Dec 2023

Just Transition: 4 things investors can do to ensure society isn’t shortchanged in the transition to net zero

Our latest climate research paper shows why a ‘just transition’ matters, highlighting actions that companies, governments and investors need to take to make it happen.

4 min Read

Insights04 Dec 2023

What lies behind the popularity of private credit?

We examine the underlying sub-segments of this asset class in more detail and outline the differing characteristics of each.

1 min Read

Insights29 Nov 2023

Avoided Emissions: why understanding climate impact isn’t as simple as 1, 2, 3…

Discover how abrdn is contributing to research on avoided emissions and helping to improve how we measure corporate climate impact.

3 min Read

Insights29 Nov 2023

COP28: what’s needed for a credible oil and gas transition?

There will be a spotlight on the fossil-fuel industry at COP28 this year, so a big question looms: can alternative technologies aid a credible oil and gas transition?

2 min Read

Insights27 Nov 2023

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.

1 min Read

Insights24 Nov 2023

Have interest rates peaked?

It’s the question on most people’s lips. Our rates experts share their views.

4 min Read

Insights24 Nov 2023

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.

2 min Read

Insights22 Nov 2023

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.

2 min Read

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Global Macro Research

Global Macro Research04 Dec 2023

Global Economic Outlook: After the hikes

What happens after the hikes? As many central banks ponder cutting interest rates next year, we look at the diverging paths of the main economies. Read on to find out more…

7 min Read

Global Macro Research01 Dec 2023

Macro Bytes: Is Japan leaving behind the lost decades?

Podcast discussion about the return of inflation to Japan, and the outlook for Bank of Japan monetary policy as a response.

25 min Listen

Global Macro Research13 Nov 2023

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.

26 min Listen

Global Macro Research03 Nov 2023

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.

4 min Watch

Global Macro Research03 Nov 2023

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.

26 min Listen

Global Macro Research31 Oct 2023

What would Labour do? 4. Economic strategy

Labour is focusing on an ambitious package of supply-side reforms to incentivise private sector investment and boost growth in the UK. This significantly more interventionist style of government has the potential to offer a clearer policy landscape for investors, but delivery risks will be high.

1 min Read

Global Macro Research20 Oct 2023

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.

1 min Read