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The Investment Outlook

In this series: 35 available

Latest series article

Real assets: Why space and time matter more than ever
Insights

IO May 2026 Real assets Why space and time matter

4 min Read

More from this series

Equities | An AI rivalry: Shared ambition, different paths
Insights
Equities | An AI rivalry: Shared ambition, different paths

AI leadership isn’t just about better models. It’s about deployment, power and productivity. We examine how the US and China are taking different routes to economic impact.

4 min Read
Equities | Quality investing: Tested, questioned, and still relevant
Insights
Equities | Quality investing: Tested, questioned, and still relevant

After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, what’s changing, and why discipline, valuation, and fundamentals still matter over the long term.

3 min Read
Fixed Income | Why short-dated bonds can build resilience in uncertain markets
Insights
Fixed Income | Why short-dated bonds can build resilience in uncertain markets

Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed income.

5 min Read
House View | Staying invested, but trimming risk after the rebound
Insights
House View | Staying invested, but trimming risk after the rebound

The rebound is real, but so are the risks: why staying invested now demands sharper balance and smarter diversification.

5 min Read
Macro | Finding conviction in a world of higher geopolitical risk
Global Macro Research
Macro | Finding conviction in a world of higher geopolitical risk

Geopolitics is increasingly driving inflation, volatility, and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors and how should portfolios evolve?

4 min Read
Finding income in the crossover credit sweet spot
Insights
Finding income in the crossover credit sweet spot

Discover why the BBB–BB crossover universe has become one of the most compelling areas of global credit – offering high-yield-like income without venturing into the riskiest parts of the market.

4 min Read
How emerging markets may help investors escape domestic AI mania
Insights
How emerging markets may help investors escape domestic AI mania

With US equities “priced for perfection” and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.

4 min Read
2026 outlook: 8 issues that will define the investment landscape
Global Macro Research
2026 outlook: 8 issues that will define the investment landscape

Strength in the US economy, shifting geopolitical currents, and diverging monetary policy moves characterize the macro outlook at the start of the year. Understanding these forces will be critical for investors navigating a more fractured, fast-moving world.

4 min Read
US small caps: Primed to lead in 2026?
Insights
US small caps: Primed to lead in 2026?

Is 2026 shaping up as the year US small caps reclaim market leadership convincingly?

4 min Read
The Investment Outlook: February 2026
Insights
The Investment Outlook: February 2026

Geopolitical tension, AI disruption, and the arrival of a new Fed chair. What could shape markets next?

2 min Read
House View: Staying invested, being diversified
Insights
House View: Staying invested, being diversified

A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing and policy is gradually loosening – all supportive for asset markets, despite the risks.

4 min Read
A CIO’s guide to 2026
Insights
A CIO’s guide to 2026

Discover how global transformation and resilient growth will shape 2026. Where are the new opportunities and how can you future-proof your portfolio? Read our latest insights.

2 min Read
Macro: Six themes that will reshape investing in a new global order
Global Macro Research
Macro: Six themes that will reshape investing in a new global order

Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience and opportunity.

4 min Read
Aberdeen House View: Equities, bonds, and infrastructure lead the way
Insights
Aberdeen House View: Equities, bonds, and infrastructure lead the way

Emerging market equities, government bonds and infrastructure are some of our preferred strategies as global growth steadies and new investment themes emerge.

4 min Read
Emerging market debt: How Trump's return is shaping opportunities
Insights
Emerging market debt: How Trump's return is shaping opportunities

Emerging markets are adapting to Trump’s return to office, navigating tariffs, and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover what’s driving emerging market debt now.

6 min Read
Climate risk and supply chains: The hidden link investors can't ignore
Insights
Climate risk and supply chains: The hidden link investors can't ignore

Climate risk is breaking supply chains. Are investors asking the right questions? A look at why indirect exposure could cost more – and how resilience creates opportunity.

4 min Read
Why geopolitics matters when investing in the shadow world
Insights
Why geopolitics matters when investing in the shadow world

In a world where the old rules no longer apply, how can investors stay ahead? A look at why geopolitics, scenario planning, and conviction are now essential to navigating global uncertainty.

3 min Read
The House View: Infrastructure, credit, and global bonds in focus
Insights
The House View: Infrastructure, credit, and global bonds in focus

Is the dollar’s dominance fading? A look at why we’re backing duration, corporate risk, and infrastructure amid rising geopolitical tensions, tariff shifts, and global investment realignment.

5 min Read
AI vs. the AI expert: A conversation about the future of investing
Insights
AI vs. the AI expert: A conversation about the future of investing

Can AI replace fund managers? A look at how artificial intelligence could transform investing and what a leading researcher says about its promise, pitfalls, and future.

2 min Read
A CIO’s guide to Q3
Insights
A CIO’s guide to Q3

What’s next for the dollar, private markets, and global portfolios? Aberdeen’s experts share their insights.

1 min Read
Multi asset: Rethinking the balanced portfolio in 2025
Insights
Multi asset: Rethinking the balanced portfolio in 2025

As passive investing surges, many portfolios are more concentrated than investors may realize, raising the risk of painful drawdowns. A look at why a cross-asset approach may offer a more resilient path forward.

2 min Read
Private markets: An investment haven in an uncertain world?
Insights
Private markets: An investment haven in an uncertain world?

A look at how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the potential.

4 min Read
A CIO's guide to Q1
Insights
A CIO's guide to Q1

In our last investment outlook for 2024, we provide our list of five macro trends to watch in 2025 and a range of topical articles from our thought leaders.

2 min Read
Infrastructure: Improving quality of life
Insights
Infrastructure: Improving quality of life

As new governments rise to power with bold promises to transform infrastructure, we look at how the stage is being set for a global revolution in building and maintaining our communities.

7 min Read
Fixed income: Traversing a Trump 2.0 terrain
Insights
Fixed income: Traversing a Trump 2.0 terrain

A look at how certain flexible strategies may help fixed income investors in navigating economic uncertainties and managing risk in 2025.

3 min Read
Digital assets: Make cryptocurrencies great again
Insights
Digital assets: Make cryptocurrencies great again

A look at how Trump's return could spark a new era for digital assets, with Bitcoin potentially soaring and regulatory changes ahead.

3 min Read
Emerging markets: Battening down as Trump squall looms?
Insights
Emerging markets: Battening down as Trump squall looms?

As economic headwinds gather due to his promised Americas-first policies, a look at the potential impact Trump 2.0 may have on emerging markets.

4 min Read
5 for ‘25: Five macro themes to watch in 2025
Global Macro Research
5 for ‘25: Five macro themes to watch in 2025

As we inch closer to the end of 2024, we examine the five macroeconomic themes we project for 2025.

7 min Read
Bond yields: Risk and reward in a soft landing
Insights
Bond yields: Risk and reward in a soft landing

We explore why bonds may be coming back, how bond market dynamics are shifting, and what it means for investors.

4 min Read
Infrastructure: The future of tech, energy, and demographic shifts
Insights
Infrastructure: The future of tech, energy, and demographic shifts

A look into the future of infrastructure investing and how data infrastructure, an increase in energy demands, and demographic shifts could revolutionize investment portfolios.

3 min Read
A CIO’s guide to Q4
Insights
A CIO’s guide to Q4

In our latest Investment Outlook series for Q4 2024, we provide our latest house view, scenarios around the US presidential election, and topical perspectives from our asset class experts.

1 min Read
India: Four reasons to stay bullish
Insights
India: Four reasons to stay bullish

Indian stocks are hot right now. But is the market overly optimistic? Are current prices sustainable? Here are four reasons why we believe valuations can be justified.

3 min Read
Gold: What record highs reveal about geopolitics, markets, and economies
Insights
Gold: What record highs reveal about geopolitics, markets, and economies

A look at the underlying factors driving the unprecedented demand for gold. Gain insights into the forces behind the surge in gold prices and understand the dynamics at play in this market.

6 min Read
Emerging market debt: Potential winners & losers in the upcoming presidential election
Insights
Emerging market debt: Potential winners & losers in the upcoming presidential election

A look at how the race for the White House and Federal Reserve interest rate cuts will significantly impact emerging markets. We explore potential scenarios and their effects on emerging market debt.

4 min Read