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Insights

Make informed investment decisions with our expert opinion and research.

Insights

The ‘sovereign ceiling’ in EM corporate bond ratings
Insights
The ‘sovereign ceiling’ in EM corporate bond ratings

Liam Blaikie considers the influence of the ‘sovereign ceiling’ in EM corporate bond credit ratings.

3 min Read
Four years forward: lessons from the Climate Transition Bond Strategy
Insights
Four years forward: lessons from the Climate Transition Bond Strategy

The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.

5 min Read
European smaller companies: normal service resumed?
Insights
European smaller companies: normal service resumed?

Since 2001, small caps have outpaced large caps globally. Yet many investors still steer clear. Time to take another look?

6 min Read
Aberdeen House View: Navigating a volatile macro and market regime
Insights
Aberdeen House View: Navigating a volatile macro and market regime

How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the next 12–18 months.

4 min Read
May 2025 EMD Review and Outlook: recovering sentiment
Insights
May 2025 EMD Review and Outlook: recovering sentiment

Our summary of developments in emerging market debt in May 2025 and outlook.

4 min Read
Smaller companies: on the road – Milan
Insights
Smaller companies: on the road – Milan

We recently visited Milan to meet some of the standout Italian smaller companies – from luxury goods to finance. Here’s what caught our eye.

4 min Read
Emerging markets income equity: why Telekom Malaysia stands out from the crowd
Insights
Emerging markets income equity: why Telekom Malaysia stands out from the crowd

Investors are ready to fall back in love with the telecommunications sector.

6 min Read
Delivering innovative energy solutions for the UK’s energy transition - Deeside Anaerobic Digestion Project
Insights
Delivering innovative energy solutions for the UK’s energy transition - Deeside Anaerobic Digestion Project

We explore the Deeside AD Project's role in the UK's energy transition and decarbonisation efforts.

3 min Read
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