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Insights & Research

Make informed investment decisions with our expert opinion and research.

Insights

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
China’s big charge: EVs, oil and the renminbi
Insights
China’s big charge: EVs, oil and the renminbi

China’s battery maker CATL recently enjoyed a bumper listing. Here, we explore China’s battery dominance and share details of our recent visits to CATL’s cutting-edge factory.

3 min Read
Why income investing in emerging markets?
Insights
Why income investing in emerging markets?

Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.

4 min Read
Economic infrastructure update Q1 2025
Insights
Economic infrastructure update Q1 2025

Read more about the key achievements across our portfolio companies in the first quarter of 2025

7 min Read
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