Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
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Aberdeen Investments explores how emerging market debt is responding to geopolitical stress, energy price pressure, and stronger underlying fundamentals. Listeners will learn why many emerging and frontier markets may be better positioned than in past periods of volatility, with credit spreads remaining relatively contained.
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Higher geopolitical risk is making markets less predictable, with more supply shocks, higher inflation risk, and less reliable bond diversification. Investors may need to look beyond traditional 60/40 portfolios and consider areas like infrastructure, commodities, critical minerals, defense-related assets, and gold for added resilience.
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Aberdeen Investments reflects on 12 years of investing in frontier bonds and why the asset class may still offer income, diversification, and low correlation to U.S. Treasuries. Readers will learn how stronger fundamentals, improved market access, and local-currency opportunities are shaping the next phase of frontier bond investing.
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Emerging market debt had a strong 2025, and Aberdeen Investments believes the asset class still offers attractive income and diversification. Readers will learn why hard-currency sovereigns, EM corporate debt, and local-currency debt may continue to benefit from stronger fundamentals, higher yields, and improving market conditions.
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Aberdeen Investments (“Aberdeen”) today announced the formation of a dedicated new team, the Strategic Insurance Group, focused exclusively on serving insurers and accelerating success across global insurance markets.
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Most often associated with growth investing, a look at how emerging markets represent can represent an appealing income universe for today's active investors with a total return mindset.
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As artificial intelligence reshapes the world, a look at its hidden thirst for water and energy raises urgent questions about whether the technology driving tomorrow is truly sustainable today.
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Is quality investing set for a comeback? As markets shift and fundamentals regain focus, we explore why resilience and predictability may lead equity strategies again.
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As private credit evolves beyond its traditional boundaries, a look at how institutional investors are discovering new opportunities shaped by innovation, smarter liquidity strategies, and resilient portfolio design.
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A look at why the path to debt sustainability in Africa is more complex, and more hopeful, than some might think.
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In our latest Q3 outlook, a look at how emerging markets may find room to rebound despite policy uncertainty, fiscal fragility, and global growth headwinds still looming.
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A look at the world’s infrastructure gap, driven by rising urbanization, energy transitions, and economic development, and why strategic investment today is essential for a more connected, sustainable tomorrow.
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Amid signs of revival and shifting global dynamics, a look at the compelling opportunities across high yield, local currency, and corporate emerging market bonds.
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A look at the key insights and perspectives that comprise our latest Aberdeen House View, which was recently shared with clients attending this year’s Global Investment Forum.
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China’s rapid progress questions the view that it is simply the world's low-cost factory. The country is now a leader in numerous critical technologies and a contender in many others, driving advancements that will have far-reaching implications for the global economy.
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We think China will find it challenging to offer concessions to remove the latest 10% increase, and in fact, tariffs are likely to rise further. Additional easing will help to mitigate much, but not all, the damage to the economy.
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A look at why some investors are increasingly turning to emerging markets (EM) excluding China, seeking greater control and alignment with global economic shifts.
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From artificial intelligence to energy transition, a look at the reasons to stay positive about emerging markets in a Trump world.
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A look at fund financing and why the strategy can be an attractive addition to an insurer’s portfolio.
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A look at why we believe frontier markets may offer more reward than risk in 2025.
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A look at how certain flexible strategies may help fixed income investors in navigating economic uncertainties and managing risk in 2025.
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A look at how President-elect Donald Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.
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As economic headwinds gather due to his promised Americas-first policies, a look at the potential impact Trump 2.0 may have on emerging markets.
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As we inch closer to the end of 2024, we examine the five macroeconomic themes we project for 2025.
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As new governments rise to power with bold promises to transform infrastructure, we look at how the stage is being set for a global revolution in building and maintaining our communities.
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A look at what the upsurge in cocoa prices could mean for Côte d’Ivoire and Ghana, two of the leading cocoa-producing countries.
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A look at what may be in store for the asset class in the new year, including insights, projections, trends, and implications.
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Despite recent challenges, a look at how the outlook for fixed income can be promising with lower inflation, rate cuts, and attractive yields – providing a compelling entry point for investors.
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A look at the importance of valuation metrics in credit investing in the current market environment.
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A look at how fixed income strategies may help stabilize portfolios and enhance returns even in uncertain times.
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Welcome to the “The Voice, The View” podcast. Each episode will bring to you expert voices and views to help you identify and profit from trends and opportunities around the world.
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Which emerging market companies are capable of paying dividends over the long term?
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A look at how the results of the recent US presidential election impacts emerging market debt, local currencies, and corporate bonds, and discover strategic insights for navigating this complex post-election landscape.
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Where are the next investment opportunities in artificial intelligence? We examine the three themes that we believe will drive the future of AI.
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A look at how the recent trend of earnings falling short of certain expectations has introduced a new element of complexity for income investors.
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A look at how Emerging Asia economies – and Mexico – are benefiting from a shift in global supply chains.
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Four of our most senior investors give their top ideas for the rest of 2024 and beyond, based on abrdn’s latest global outlook
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The growth outlook of emerging markets (EMs) has improved, prompting their central banks to act even more cautiously. A later Fed cutting cycle, still sticky inflation, fiscal slippage, and political uncertainty reinforce our view that an emerging market easing cycle will prove more dispersed than we had expected.
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There’s an old saying: you wait ages for a London bus and then two or three come along at once.
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While the pendulum could swing at any time in this tenuous ecosystem, fortune – and market fundamentals – look to favor riskier assets through the rest of 2024 and beyond.
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With economies weakening and rate cuts on the horizon, what’s our outlook for hard currency, local currency, and corporate bonds?
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A look at why Cote d’Ivoire has thrived while other West African countries have not.
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For decades, fund finance has been the area in which large global banks operated. Nowadays, it is coming into the realm of institutional investors.
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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.
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How the evolving financial landscape is increasing private market fund financing opportunities for non-bank financial institutions.
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Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
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Siddharth Dahiya of Aberdeen Investments joins Stewart Foley to explore how insurers can navigate the evolving opportunities and risks in emerging market debt.
Read More From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.
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In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.
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In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.
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Shelley Morrison, Head of Fund Finance at Aberdeen Investments, joins the InsuranceAUM.com Podcast to discuss the evolution of fund finance, its appeal to insurers, and Aberdeen’s disciplined, client-focused approach to this growing asset class.
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Sid Dahiya is the Head of Emerging Market Corporate Debt at Aberdeen.
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Martin Barnwell is the Investment Director on the commercial real estate lending team at Aberdeen.
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abrdn’s Dan Mottram and guest Brett Diment cover all things emerging markets debt on the latest podcast episode; looking back on Q3 while looking ahead, particularly at the strength of the US dollar, and the latest with China, India, and Latin America.
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Nalaka De Silva is the Head of Private Market Solutions at abrdn.
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