Insights and research

The expert opinion and research driving our investment decisions.

Insights

Insights20 Dec 2024

Climate Scenario Analysis: Steering through transition delays

Is it time to reassess your investment strategy amid climate policy delays and clean technology advances?

2 min Read

Insights18 Dec 2024

Down in Mexico?

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to discuss his recent trip to Mexico.

38 min Listen

Insights16 Dec 2024

The abrdn House View

Find out our latest insights on key asset classes heading into a crucial year for politics and economics in the latest abrdn House View.

3 min Read

Insights16 Dec 2024

Infrastructure: How investors can improve your quality of life

Find out how investors like you may enhance our quality of life and drive global growth by helping to build critical infrastructure

5 min Read

Insights16 Dec 2024

Digital Assets: Trump comeback to usher in new era of financial innovation

Trump's return may ignite a new era for digital assets, as Bitcoin soars and with regulatory changes on the horizon.

3 min Read

Insights16 Dec 2024

The Investment Outlook: Introduction

In our last Investment Outlook of 2024 we provide our latest House View, key macro trends to watch in 2025 and a range of topical articles from our asset class experts.

3 min Read

Insights16 Dec 2024

Emerging Markets: Navigating squalls as new Trump era looms on horizon

Discover how Trump 2.0 will create emerging market winners and losers as economic headwinds build ahead of his controversial ‘America First’ policies.

5 min Read

Insights16 Dec 2024

Fixed Income: Managing uncertainty with flexibility

Flexible fixed income strategies may help you navigate economic uncertainties and manage risk in 2025.

3 min Read

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Global Macro Research

Global Macro Research09 Dec 2024

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

Global Macro Research05 Dec 2024

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

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 Read

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 Research18 Nov 2024

Three scenarios for Trump's second term

We expect Donald Trump to deliver important shifts in trade, fiscal, regulatory and immigration policy. But the precise scale and composition of these changes will shape the growth, inflation and interest rate outlooks in different ways.

1 min Read