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Inzichten en onderzoek

De meningen en onderzoeken van experts die onze beleggingsbeslissingen aansturen.

Inzichten

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 Lees
Climate Scenario Analysis: Steering through transition delays
Insights
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 Lees
Down in Mexico?
Insights
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
The Investment Outlook: Introduction
Insights
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 Lees
The abrdn House View
Insights
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 Lees
Key Themes: Our must-watch macro trends for 2025
Insights
Key Themes: Our must-watch macro trends for 2025

Here are the key macro trends next year, from US policy shifts to emerging market dynamics. Stay ahead with these insights

5 min Lees
Emerging Markets: Navigating squalls as new Trump era looms on horizon
Insights
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 Lees
Infrastructure: How investors can improve your quality of life
Insights
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 Lees
Inzichten

Global Macro Research

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 Lees
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 Lees
The Monthly Macro Outlook Video - December 2024
Global Macro Research
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 Economic Outlook: What is the impact of Trump 2.0 on the global economy?
Global Macro Research
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 Lees
Will the bond vigilantes return?
Global Macro Research
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
The Monthly Macro Outlook Video - November 2024
Global Macro Research
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
Three scenarios for Trump's second term
Global Macro Research
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 Lees
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