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Emerging markets and the SDGs: investing where it's needed most
We look at some of the companies helping to solve some of the biggest challenges we face today
Emerging market debt August 2023 review and outlook
Our summary of developments in emerging market debt in August 2023 and the outlook going forward.
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.
Demystifying emerging markets
A look at the current themes helping to drive emerging markets while addressing questions on investors' minds about the asset class.
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.
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.
Macro Bytes: What did the Bank of England get wrong? - with Michael Saunders
Paul and Luke speak to Michael Saunders, former external member of the Bank of England’s Monetary Policy Committee
Macro Bytes: Restarting the intangible economy - with Professor Jonathan Haskel
Podcast with Professor Jonathan Haskel on the ‘intangible’ economy and its implications for productivity, competition, inequality, and policymakers.
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…
Macro Bytes: Chip Wars - The geopolitics of microchips - with Chris Miller
Podcast with Chris Miller author of Chip Wars on the fight for the world’s most critical technology semiconductors.
The Bank of Japan is still on hold for now
The BoJ left all policy settings unchanged today, as widely expected. We think the tolerance band around the 10-year JGB yields will be widened to at least +/- 75bps in July. However, the window of opportunity to adjust policy is narrow.