Looking further afield, we remain optimistic about stocks and bonds, have improved our outlook on real estate, and are turning positive on the US dollar to prepare for a potential Trump victory.
Here’s a summary by asset class:
Table 1. abrdn house view
This quarter's series
In this latest edition of the Investment Outlook series, representatives of different asset classes highlight the latest developments within their investment universes.
James Thom revisits the hot Indian stock market and offers four reasons why high valuations can still be justified.
The US presidential election and Federal Reserve interest rate cuts will have a big influence on emerging markets. Viktor Szabo looks at potential scenarios and their effects on emerging market debt.
On a related topic, Josh Duitz discusses the future of infrastructure investing. Spoiler alert: data and energy are key factors here as well.
Finally, Maximilien Macmillan takes a cross-asset approach to show how bond market dynamics are shifting and what that means for portfolios.
I hope you enjoy these articles.
Important information
Projections are offered as opinions and are not reflective of potential performance. Projections are not guaranteed, and actual events or results may differ materially.
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