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Insights and research

The expert opinion and research driving our investment decisions.

Insights

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

A look at the key insights and perspectives that comprise our latest Aberdeen House View, which was recently shared with clients attending this year’s Global Investment Forum.

3 min Read
Emerging market dividend: ASEAN’s digital rise
Insights
Emerging market dividend: ASEAN’s digital rise

Driven by data center demand, AI adoption, and strong dividend potential, a look at Southeast Asia's accelerated digital economy and why now is the time for investors to consider the region's resurgent telecommunications sector.

4 min Read
Setting up to be a small cap decade?
Insights
Setting up to be a small cap decade?

With ”small things” finally aligning for US small-cap stocks, a look at why we believe now is the time to look beyond the giants and strategically position portfolios for what could be a decade of small cap outperformance.

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 can represent an appealing income universe for today's active investors with a total return mindset.

5 min Read
What Trump’s trade war means for emerging market debt
Insights
What Trump’s trade war means for emerging market debt

Despite recent tariff shocks, the asset class has demonstrated strong returns, outperforming equities. A look at how these dynamics may impact investment strategies and global economic stability.

4 min Read
Emerging market dividend: Confidence and recovery in Asia
Insights
Emerging market dividend: Confidence and recovery in Asia

A look at how emerging markets in Asia are showcasing resilience and innovation amidst global economic challenges.

5 min Read
Emerging markets: Asian equities not surrendering to Trump's trade war
Insights
Emerging markets: Asian equities not surrendering to Trump's trade war

Amid the tariffs, the supply chain reshuffling, and the geopolitical tensions, a look at the unexpected post-Liberation Day outperformance of the asset class and why we believe the investment case for emerging markets and Asian equities remains intact.

3 min Read
A CIO's guide to Q2
Insights
A CIO's guide to Q2

Amid today's market volatility and geopolitical tensions, Chief Investment Officer Peter Branner provides his must-read articles for the second quarter of 2025.

1 min Read
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Global Macro Research

Trade and fiscal policy on trial
Global Macro Research
Trade and fiscal policy on trial

As the dust settles on recent tariff shocks, investors must now turn their focus to the growing risks posed by fiscal policy uncertainty and its impact on global growth and bond markets. In our Q3 outlook, we look at how the balance of power, policy, and economic momentum continues to shift.

5 min Read
How large are global infrastructure needs?
Global Macro Research
How large are global infrastructure needs?

A look at the world’s infrastructure gap, driven by rising urbanization, energy transitions, and economic development, and why strategic investment today is essential for a more connected, sustainable tomorrow.

8 min Read
US-Japan trade talks: A road map
Global Macro Research
US-Japan trade talks: A road map

A look at why Japan's negotiating stance with the US on tariffs has gradually become firmer, potentially emboldened by recent developments in US-China negotiations.

5 min Read
The end of US exceptionalism?
Global Macro Research
The end of US exceptionalism?

In our latest podcast, hosts Paul Diggle and Luke Bartholomew discuss whether US exceptionalism is truly over.

30 min Listen
Bank of Japan: Trade fog weighs on outlook
Global Macro Research
Bank of Japan: Trade fog weighs on outlook

Despite a strong shuntō wage round, a look at how geopolitical shifts, tariffs, and trade tango have outweighed Japan's domestic developments for now.

2 min Read
How tariffs shift the economic outlook
Global Macro Research
How tariffs shift the economic outlook

A look at how recent tariffs announced by President Trump are reshaping the global economic outlook, what this could mean for future trade dynamics, and if a stagflationary shock is heading investors' way.

6 min Read
How high could tariffs go?
Global Macro Research
How high could tariffs go?

In the latest episode, hosts Paul and Luke discuss Trump's bombshell tariff announcements and the potential economic impact on inflation, growth, and global trade.

28 min Listen
Emerging markets: Navigating in the fog of trade war
Global Macro Research
Emerging markets: Navigating in the fog of trade war

As President Trump raises tariff havoc, letting slip the fog of trade wars, a look at how emerging markets are navigating the complexities and potential opportunities in shifting global policies.

7 min Read
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