The Investment Outlook: August 2026
Introduction to Aberdeen Investments' Q3 Investment Outlook publication. Politics and markets are colliding. Are portfolios prepared?
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09/10/26
THE INVESTMENT OUTLOOK: AUGUST 2026
Introduction to Aberdeen Investments' Q3 Investment Outlook publication. Politics and markets are colliding. Are portfolios prepared?
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Frontier Markets: When the Weather Moves Markets
A look at the impact of El Niño on inflation, Ecuador, and cocoa.
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Tokenization and ALM: A Collateral Story
Tokenization may offer insurers and other ALM-focused institutions its greatest near-term value through improved collateral efficiency rather than new sources of return. Aberdeen Investments examines how faster settlement, better collateral mobility and targeted adoption could reduce liquidity friction while preserving existing legal, regulatory and governance controls.
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Frontier Markets: Not Just a Diversification Story
From overlooked to essential, a look at how frontier markets are emerging as a distinct – and evolving – potential source of return.
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Emerging Market Debt: Frontiers, Fundamentals, and Fractures
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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Finding Conviction In A World of Higher Geopolitical Risk
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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Twelve Years Investing in Frontier Bonds
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: Myth vs. Market Reality
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 Launches Strategic Insurance Group to Drive Global Insurance Partnerships
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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Why Income Investing in Emerging Markets
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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Thirsty Servers, Hungry Investors: How Sustainable is AI?
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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Quality Investing: Why Fundamentals May Regain Their Place in Equity Portfolios
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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Private Credit’s New Frontier: Innovation, Liquidity, and Resilience
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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In Defense of Debt Sustainability in Sub-Saharan Africa
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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Emerging Market Debt: Reform, Resilience, and Private Credit
From improving fundamentals to expanding private credit opportunities, hear where Aberdeen is finding value across an increasingly selective emerging market debt landscape.
Read More Who is Winning the US-China AI Race?
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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Emerging Markets Debt - Investing in Stability Amongst an Ever-Changing Landscape
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 Emerging Market Equities: CapEx, Chips, and a Charging China
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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