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Insights06 dec 2024

Global smaller companies: cautious consumers?

We look at two stocks that are lighting up the small-cap sector.

4 min Lees

Insights04 dec 2024

Fixed income: Eat meat or die…

With Donald Trump’s election victory, the political carnivores are back. So, what’s on the menu for fixed income investors?

5 min Lees

Insights02 dec 2024

Listed real estate in a Trump world

Higher US rates might pose a problem, but there are still several reasons to be upbeat about the global listed real estate market.

3 min Lees

Insights28 nov 2024

A tale of two COPs (and why, despite the negative noise, they do matter)

We look at what the latest COP developments mean for investors.

7 min Lees

Insights25 nov 2024

Brazil: fiscal samba

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Ivan Kleimann to discuss Brazil.

23 min Listen

Insights22 nov 2024

Sustainability Inspires: How we use voting to make business better

How does voting help drive positive change and improve the performance of our clients' investments?

2 min Lees

Insights21 nov 2024

abrdn’s EM SDG Corporate Bond strategy reaches three years

Read our Q&A covering the highs and lows of EM SDG investing over the last three years – and where we go from here.

4 min Lees

Insights21 nov 2024

A “Trump” card for US small caps?

A look at Trump presidency's potential impact, from policy implications to market dynamics, with a focus on the unique positioning of small cap stocks.

5 min Lees

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Global Macro Research

Global Macro Research03 dec 2024

The Monthly Macro Outlook Video - December 2024

Find out the key macro and geopolitical themes for 2025 in our latest video. From rate cuts to global debt and political risks, stay informed and prepared.

4 min Watch

Global Macro Research02 dec 2024

Global Economic Outlook: What is the impact of Trump 2.0 on the global economy?

Discover how Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.

4 min Lees

Global Macro Research28 nov 2024

Will the bond vigilantes return?

Explore rising government debt and the possible return of the bond vigilante. Listen to Macro Bytes for our insights on debt sustainability and markets.

30 min Listen

Global Macro Research20 nov 2024

The Monthly Macro Outlook Video - November 2024

In our Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

4 min Watch

Global Macro Research14 nov 2024

What does Trump’s win mean for emerging markets?

The return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.

1 min Lees

Global Macro Research13 nov 2024

Trump's win could prompt more aggressive ECB easing

If implemented in full, Trump’s tariff policies would weigh meaningfully on European growth. Even partial or temporary implementation would represent a drag, which would not be fully offset by any associated increase in defence spending. As such, we expect the ECB to ease policy slightly more rapidly.

1 min Lees

Global Macro Research11 nov 2024

Markets will have to wait for Chinese stimulus

Chinese policymakers announced a RMB 10 trillion debt swap, providing some breathing room for cash-strapped local governments. Additional support for consumers and businesses should eventually arrive, not least because stimulus will be necessary to offset another trade war under President Trump. But the focus on derisking and shoring up balance sheets may continue to disappoint market expectations for big stimulus.

1 min Lees