Aberdeen Investments

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.

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.

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.

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.

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.

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.

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.

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.

Emerging Markets: Risks Remain Amid Trade War De-Escalation

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.

How Large are Global Infrastructure Needs?

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.

Emerging Market Debt: A Potential Turning Point?

Amid signs of revival and shifting global dynamics, a look at the compelling opportunities across high yield, local currency, and corporate emerging market bonds.

Aberdeen House View: Navigating a Volatile Macro and Market Regime

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.

China: DeepSeek and beyond

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.

The Dragon Strikes Back

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.

Emerging markets: Why excluding China can sometimes make good sense

A look at why some investors are increasingly turning to emerging markets (EM) excluding China, seeking greater control and alignment with global economic shifts.

Emerging market dividend: Resilience in a volatile world

From artificial intelligence to energy transition, a look at the reasons to stay positive about emerging markets in a Trump world.

Fund financing: An opportunity for insurers

A look at fund financing and why the strategy can be an attractive addition to an insurer’s portfolio.

Frontier markets: Is risk vs. reward still attractive in 2025?

A look at why we believe frontier markets may offer more reward than risk in 2025.

Fixed income: Traversing a Trump 2.0 terrain

A look at how certain flexible strategies may help fixed income investors in navigating economic uncertainties and managing risk in 2025.

What is the impact of Trump 2.0 on the global economy?

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.

Emerging markets: Battening down as Trump squall looms?

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.

5 for ‘25: Five macro themes to watch in 2025

As we inch closer to the end of 2024, we examine the five macroeconomic themes we project for 2025.

Infrastructure: Improving quality of life

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.

Sweet success? A cocoa boost for West Africa's frontier markets

A look at what the upsurge in cocoa prices could mean for Côte d’Ivoire and Ghana, two of the leading cocoa-producing countries.

H1 2025 hedge fund outlook

A look at what may be in store for the asset class in the new year, including insights, projections, trends, and implications.

Reasons to believe: Time for fixed income

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.

US credit: The critical role of valuations

A look at the importance of valuation metrics in credit investing in the current market environment.

Three strategies for a changing-rate environment

A look at how fixed income strategies may help stabilize portfolios and enhance returns even in uncertain times.

Private credit: Investment-grade opportunities

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.

Three ways to unlock opportunity in emerging market equity income

Which emerging market companies are capable of paying dividends over the long term?

Emerging markets debt: Navigating the post-election landscape

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.

The next frontiers in artificial intelligence

Where are the next investment opportunities in artificial intelligence? We examine the three themes that we believe will drive the future of AI.

Cooling trend for income investors?

A look at how the recent trend of earnings falling short of certain expectations has introduced a new element of complexity for income investors.

Reshoring Shifting sands or cyclical waves

A look at how Emerging Asia economies – and Mexico – are benefiting from a shift in global supply chains. 

House View: Investing in a shifting economic landscape

Four of our most senior investors give their top ideas for the rest of 2024 and beyond, based on abrdn’s latest global outlook

Emerging markets: Surprising to the upside

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.

Frontier markets: Distressed to impress

There’s an old saying: you wait ages for a London bus and then two or three come along at once.

H2 2024 hedge fund outlook

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.

Emerging market debt: What to watch for in 2024

With economies weakening and rate cuts on the horizon, what’s our outlook for hard currency, local currency, and corporate bonds?

West Africa’s truly emerging market

A look at why Cote d’Ivoire has thrived while other West African countries have not.

Fund finance: evolution, insights and opportunities

For decades, fund finance has been the area in which large global banks operated. Nowadays, it is coming into the realm of institutional investors.

Investment review & perspectives: H2 2023 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.

Opportunities in fund finance: Taking advantage of the changing landscape

How the evolving financial landscape is increasing private market fund financing opportunities for non-bank financial institutions.

abrdn's Strategies

Emerging markets equities: Game on or game over?

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.

Emerging Markets Debt: the Aftershocks of Liberation Day

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.

Fund Finance: Evolution, Insights, & Opportunities

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.

Extension Strategies in Emerging Debt

Sid Dahiya is the Head of Emerging Market Corporate Debt at Aberdeen.

UK Commercial Real Estate – Lending into the Recovery

Martin Barnwell is the Investment Director on the commercial real estate lending team at Aberdeen.

Geopolitical concern creating more EMD opportunity?

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.

Global Private Markets through a PRISM with Nalaka De Silva of abrdn

Nalaka De Silva is the Head of Private Market Solutions at abrdn.