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Insights & Research

Make informed investment decisions with our expert opinion and research.

Insights

North America real estate market outlook Q3 2025
Insights
North America real estate market outlook Q3 2025

The latest US data has been mixed. Firms are investing, but consumption momentum has been weaker. We discuss the impact on real estate.

7 min Read
European real estate market outlook Q3 2025
Insights
European real estate market outlook Q3 2025

Reindustrialisation in Europe offers a structural play for investors to source new opportunities. We discuss the outlook for European real estate.

11 min Read
UK real estate market outlook Q3 2025
Insights
UK real estate market outlook Q3 2025

Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.

9 min Read
Asia Pacific real estate market outlook Q3 2025
Insights
Asia Pacific real estate market outlook Q3 2025

We expect diversification into APAC to increase, especially towards core markets like Japan, Australia, and Korea. Read more about our outlook.

11 min Read
Fixed Income: Why Euro corporate bonds may be one solution to fading US exceptionalism
Insights
Fixed Income: Why Euro corporate bonds may be one solution to fading US exceptionalism

Euro corporate bonds are gaining ground amid fading US exceptionalism and rising hedging costs. Discover why investors around the world are rethinking their bond allocations

3 min Read
Real Assets: Investing in a new world amid drive towards resilience
Insights
Real Assets: Investing in a new world amid drive towards resilience

Europe is reindustrialising. Power grids are under pressure. Discover how supply chain resilience is reshaping investment in factories and infrastructure, and why this shift could define the next decade.

3 min Read
The Aberdeen House View
Insights
The Aberdeen House View

Is the dollar’s dominance fading? Discover why we’re backing duration, corporate risk and infrastructure amid rising geopolitical tensions, tariff shifts and global investment realignment.

4 min Read
Multi Asset: Rethinking the balanced portfolio in 2025
Insights
Multi Asset: Rethinking the balanced portfolio in 2025

As passive investing surges, many portfolios are more concentrated than investors realise—raising the risk of painful drawdowns. A cross-asset approach may offer a more resilient path forward.

3 min Read
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