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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Outlook 2025: taking the temperature on India
Insights
Outlook 2025: taking the temperature on India

Emerging Markets Monthly Insight: India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? We think not.

6 min Read
Core infrastructure update Q4 2024
Insights
Core infrastructure update Q4 2024

Rolling stock commitments on track and boost to renewable energy sector

2 min Read
Fixed income: poised to shine in 2025?
Insights
Fixed income: poised to shine in 2025?

From attractive valuations to compelling risk-adjusted returns: why investors might consider moving from cash into fixed income.

3 min Read
Diversified assets: a new regime needs a fresh approach
Insights
Diversified assets: a new regime needs a fresh approach

From infrastructure assets to local currency EM bonds, we detail where we’re seeing the long-term investment opportunities.

3 min Read
Sustainability Inspires: how infrastructure delivers for investors and the planet
Insights
Sustainability Inspires: how infrastructure delivers for investors and the planet

In our latest podcast, we discuss how infrastructure investments can help to achieve optimal outcomes for society. 

3 min Read
H1 2025 hedge fund outlook
Insights
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.

9 min Read
EMD December 2024 Review and Outlook: US rate expectations dialled back
Insights
EMD December 2024 Review and Outlook: US rate expectations dialled back

Our summary of developments in emerging market debt in December 2024 and outlook.

5 min Read
Frontier Bonds: reward versus risk is still attractive in 2025?
Insights
Frontier Bonds: reward versus risk is still attractive in 2025?

Kevin Daly explains why he thinks frontier country bonds should offer more reward than risk in 2025.

4 min Read
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Global Macro Research

R*: Decoding the future of interest rates
Global Macro Research
R*: Decoding the future of interest rates

Discover how the balance of forces acting on interest rates, known as r* shapes the future of the global economy and investment landscape.

2 min Watch
Indian rupee in focus for policymakers in 2025
Global Macro Research
Indian rupee in focus for policymakers in 2025

We forecast India’s economy to slow moderately in 2025, meaning a modest rate cutting cycle by the Reserve Bank. However, recent rupee depreciation risks delaying rate cuts, particularly if this is further exacerbated by the policies of the new US administration. That said, we continue to think India is a potential winner from trade tensions between the US and China.

1 min Read
China readies for Trump 2.0
Global Macro Research
China readies for Trump 2.0

Chinese policymakers will have to wait for more clarity on the Trump administration’s trade policies. Encouragingly economic momentum picked up at the end of 2024, but it will still be hard to fully offset the drag from the upcoming trade war, even if policy is primed to deliver more stimulus.

1 min Read
The Monthly Macro Outlook Video - January 2025
Global Macro Research
The Monthly Macro Outlook Video - January 2025

Insights from from abrdn's political economist on key themes to watch in 2025.

3 min Watch
DOGE: more bark than bite?
Global Macro Research
DOGE: more bark than bite?

In this episode of Macro Bytes, we ask what role and influence Elon Musk will have on the Trump administration.

28 min Listen
Mexico will face challenges during Trump’s second term
Global Macro Research
Mexico will face challenges during Trump’s second term

The re-election of Donald Trump as US president will put pressure on Mexico’s new president, Claudia Sheinbaum, to maintain favourable cross-border ties. But, despite threats of punitive economic policy from Washington, Mexico should still benefit from ‘nearshoring’ over the long term as a key partner of the US.

1 min Read
What does 2025 hold for macro and markets?
Global Macro Research
What does 2025 hold for macro and markets?

Insights from abrdn's economic research team on navigating 2025’s anticipated economic and geopolitical themes.

24 min Listen
Five macro themes to watch in 2025
Global Macro Research
Five macro themes to watch in 2025

We consider five themes for 2025, including slowing monetary policy easing, rising fiscal sustainability concerns, winners and losers from the changing patterns of globalisation, and major sources of political and geopolitical risk.

1 min Read
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