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Perceções e pesquisa

A opinião e o trabalho de investigação de especialistas que influenciam as nossas decisões de investimento.

Insights

Producing in Europe for Europe: why reindustrialisation is the next big real estate play
Insights
Producing in Europe for Europe: why reindustrialisation is the next big real estate play

We explore Europe's focus on resilience, highlighting prospects in securing supply chains and spurring innovation.

5 min Ler
Short-dated credit: seeking a resilient income in a turbulent world
Insights
Short-dated credit: seeking a resilient income in a turbulent world

Investment-grade short-dated bonds have historically offered lower volatility and higher yields than cash. A smart move in uncertain times.

2 min Ler
Emerging market debt: A potential turning point?
Insights
Emerging market debt: A potential turning point?

Amid signs of revival and shifting global dynamics, a look at the compelling opportunities across high yield, local currency, and corporate emerging market bonds.

4 min Ler
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 Ler
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 Ler
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 Ler
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 Ler
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 Ler
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Global Macro Research

How much infrastructure does the world need?
Global Macro Research
How much infrastructure does the world need?

In this new episode, we explore the staggering global infrastructure investment needs over the next 25 years, why the bill is so high, and how governments and private investors might share the load.

19 min Ouvir
The Monthly Macro Outlook Video June 2025
Global Macro Research
The Monthly Macro Outlook Video June 2025

What’s driving the latest surge in US deficit projections? Lizzy Galbraith highlights the fiscal and trade policy shifts that could reshape the global economic outlook.

3 min Ver
Emerging markets outlook: Risks remain amid trade war de-escalation
Global Macro Research
Emerging markets outlook: Risks remain amid trade war de-escalation

While the threat of an escalation in the US trade war has receded, slowing global growth will be a drag, particularly on EMs reliant on trade. That said, a weaker US dollar and limited spillover from rising developed market bond yields should give EM central banks room to support their economies.

1 min Ler
Is the Big Beautiful Bill a step too far for bond markets?
Global Macro Research
Is the Big Beautiful Bill a step too far for bond markets?

In this episode, we explore the Trump administration’s sweeping plans that would swell government borrowing, why bond markets are getting nervous, and what Elon Musk’s exit may mean.

24 min Ouvir
Global Economic Outlook: Trade and fiscal policy on trial
Global Macro Research
Global Economic Outlook: Trade and fiscal policy on trial

Tariff shocks have worn off, but investor concerns are shifting to fiscal risks. Explore what’s driving international economies and markets in our latest analysis.

4 min Ler
A new dawn for European defence spending?
Global Macro Research
A new dawn for European defence spending?

European defence spending is set to rise. However, fiscal considerations and low growth multipliers will constrain the economic tailwind somewhat, while fractured procurement and reliance on arms imports need to be addressed.

1 min Ler
Has Javier Milei's shock therapy worked for Argentina?
Global Macro Research
Has Javier Milei's shock therapy worked for Argentina?

In the latest episode, we explore Argentina’s dramatic economic turnaround under Milei and ask whether the reforms can stick.

22 min Ouvir
Argentina’s shock therapy yields results, but normalisation remains a way off
Global Macro Research
Argentina’s shock therapy yields results, but normalisation remains a way off

President Javier Milei has overseen sharp policy shifts aimed at stabilising the country’s economy, including fiscal consolidation and disinflation. The latest IMF deal and peso liberalisation are further positive steps. But sustaining this progress and a major return to international capital markets will require further reform and is not guaranteed.

1 min Ler
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