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.
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.
Global real estate: a new way of measuring country risk
How do we measure country risk for global real estate? Read more about our views.
European real estate: can residential rent caps make a difference?
How are rent caps affecting European real estate? Read our views.
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.
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.
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.
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.
Macro Bytes: Is the UK 'stagflation nation'?
In this episode of the podcast Paul Diggle and Luke Bartholomew talk to Lizzy Galbraith, Political Economist at abrdn, about the outlook for the UK economy.
Bank of Japan delivers a "flexible" YCC tweak
The BoJ voted to maintain the official yield curve control (YCC) settings, but with a greater degree of flexibility that essentially widens the trading band to +/-1%.
Global Economic Outlook: Recession, Interrupted
Wage growth, robust service sectors, and stubborn underlying inflation mean that central banks are not done raising interest rates. But markets are overlooking the scale of the rate cuts that will follow. Read on to find out more…