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European High Yield: reasons to be positive
The asset class has had a tough start to the year. Time to throw in the towel? Here’s why we think not.
Investment review & perspectives: H2 2023 hedge fund outlook
A look at the key drivers supporting our favorable outlook for the asset class while further elaborating on the opportunity within hedge fund strategies and sub-strategies.
American Football and investing – can you pick a winning team?
A look at some of the US small-cap stocks that we think could potentially make the grade.
Net-zero infrastructure – setting the standard
How can we measure the emissions performance of infrastructure investments? Read more about net-zero standards.
The compelling case for mid-caps
We explain why we believe there is a compelling case for a dedicated allocation to global mid-cap equities
Venture into the secondaries
What are the factors influencing private market secondaries? Read more about our views
Real estate logistics sector will deliver again
After a challenging 2022, we explain why we think logistics real estate can deliver again.
Global Macro Research
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.
How much further will the Fed hike rates?
The direct spillover effects of banking sector turmoil and the information it provides about the lagged effects of past tightening mean we have reduced our forecast for the terminal policy rate.
Macro Bytes What does it mean to be a finance influencer
Paul and Luke talk to Eddie Donmez, global markets analyst and a popular finance influencer at Finimize.
The Fed remains committed to the separation principle for now
Federal Reserve 25bps hike dovish banking turmoil
Navigating US-China relations
US-China relations are back in focus. US desire to contain Chinese growth in strategic technologies combined with China’s foreign and domestic policy agenda will keep the relationship volatile.
China enjoys a strong start to 2023 and policy remains key
Rebounding consumption is consistent with our above-consensus growth call and the unexpected property surge adds further upside.