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

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 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
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 Ler
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 Ler
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 Ler
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 Ler
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 Ler
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 Ler
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Global Macro Research

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
How large are global infrastructure needs?
Global Macro Research
How large are global infrastructure needs?

Both developed and emerging economies have huge physical infrastructure investment needs, which we quantify using a new modelling framework. Building this infrastructure will be essential to underpin future growth and hitting sustainable development goals. Substantial amounts of private capital will be required to help fund this investment.

1 min Ler
Japan-US trade talks: A roadmap
Global Macro Research
Japan-US trade talks: A roadmap

Following the US-UK deal and the 90-day reprieve on US-China tariffs, attention is turning to other potential deals. Japan is likely to offer concessions on tariffs and purchase agreements, while trying to keep deeper issues such as currency and defence off the table. Either way, trade uncertainty will keep the BoJ on hold for the rest of this year.

1 min Ler
So was the trade war all just a fever dream?
Global Macro Research
So was the trade war all just a fever dream?

In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.

32 min Ouvir
The Monthly Macro Outlook Video - May 2025
Global Macro Research
The Monthly Macro Outlook Video - May 2025

How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.

6 min Ver
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