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Perceções e pesquisa

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

Insights

Asia Pacific real estate market outlook Q3 2025
Insights
Asia Pacific real estate market outlook Q3 2025

We expect diversification into APAC to increase, especially towards core markets like Japan, Australia, and Korea. Read more about our outlook.

11 min Ler
UK real estate market outlook Q3 2025
Insights
UK real estate market outlook Q3 2025

Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.

9 min Ler
European real estate market outlook Q3 2025
Insights
European real estate market outlook Q3 2025

Reindustrialisation in Europe offers a structural play for investors to source new opportunities. We discuss the outlook for European real estate.

11 min Ler
North America real estate market outlook Q3 2025
Insights
North America real estate market outlook Q3 2025

The latest US data has been mixed. Firms are investing, but consumption momentum has been weaker. We discuss the impact on real estate.

7 min Ler
Fixed Income: Why Euro corporate bonds may be one solution to fading US exceptionalism
Insights
Fixed Income: Why Euro corporate bonds may be one solution to fading US exceptionalism

Euro corporate bonds are gaining ground amid fading US exceptionalism and rising hedging costs. Discover why investors around the world are rethinking their bond allocations

3 min Ler
The Investment Outlook Q3: Introduction
Insights
The Investment Outlook Q3: Introduction

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

2 min Ler
Equities: Why invest in Europe's smaller companies amid US uncertainty
Insights
Equities: Why invest in Europe's smaller companies amid US uncertainty

European small caps are positioned to benefit from US uncertainty. Could this overlooked asset class be the smarter way to invest in Europe right now?

4 min Ler
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? Discover how artificial intelligence could transform investing – and what a leading researcher says about its promise, pitfalls and future.

5 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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