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

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Global Macro Research1 min Ler

Tariffs: our latest analysis

Read our current thinking on tariffs here.

Tariffs: our latest analysis
View all articles

Insights

Investing in Asia: bonds that can weather the storm
Insights
Investing in Asia: bonds that can weather the storm

While US Treasuries recently sold off amid tariff upheaval, Asian bonds stood firm. Here’s why we think this is more than just a short-term phenomenon.

5 min Ler
Small caps: Quality as a cornerstone
Insights
Small caps: Quality as a cornerstone

A look at how quality small-cap stocks may offer meaningful downside protection during market stress while delivering potentially compelling long-term returns.

2 min Ler
The Investment Outlook Q2 2025 Introduction
Insights
The Investment Outlook Q2 2025 Introduction

Navigating the complexities of tariffs and political uncertainty can be challenging. Gain insights and investment ideas from Aberdeen's experts in the latest Investment Outlook.

3 min Ler
Equities: Diversification still the only free lunch
Insights
Equities: Diversification still the only free lunch

Explore how to navigate market concentration and political unpredictability. Ready to diversify your portfolio? Read more now.

3 min Ler
Macro: Tariff uncertainty dominates, leads to hard questions
Insights
Macro: Tariff uncertainty dominates, leads to hard questions

How may Trump's tariffs reshape investing? How are we adjusting our model portfolio? Explore the profound uncertainty and potential damage to the world economy.

5 min Ler
Private Markets: an investment haven in an uncertain world?
Insights
Private Markets: an investment haven in an uncertain world?

Find out how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the benefits now.

3 min Ler
Sustainability: Is this the end for sustainable investing?
Insights
Sustainability: Is this the end for sustainable investing?

Can this be the end of the road? Discover the transatlantic split and evolving strategies amid the political backlash. How may asset managers adapt?

5 min Ler
Fund Finance: Navigating volatility with a private market 'sub-line'
Insights
Fund Finance: Navigating volatility with a private market 'sub-line'

Find out why subscription-line loans may be a game changer for some private market investors. Learn how they can offer higher yields and stable income without extra credit risk.

3 min Ler
View all articles

Global Macro Research

China: waiting for the shock
Global Macro Research
China: waiting for the shock

The latest economic data give President Xi little reason to back down. That said, as the impact of the trade war becomes visible on both sides of the Pacific, we expect China and the US to come to the negotiating table.

1 min Ler
Tariffs: our latest analysis
Global Macro Research
Tariffs: our latest analysis

Read our current thinking on tariffs here.

1 min Ler
Tariff uncertainty dominates
Global Macro Research
Tariff uncertainty dominates

We forecast a meaningful slowdown in global growth caused by the sharp increase in US tariffs on the rest of the world. In the US, this will play out as a stagflationary shock, although some monetary easing is still likely. For the rest of the world, this is a negative growth and inflation shock, into which central banks will cut rates.

1 min Ler
The Monthly Macro Outlook Video - April 2025
Global Macro Research
The Monthly Macro Outlook Video - April 2025

How may the recent surge in US tariffs impact the global economy? Join Paul Diggle as he breaks down these fast-moving developments.

5 min Ver
How high could tariffs go?
Global Macro Research
How high could tariffs go?

In the latest episode we discuss the potential economic impact – on inflation, growth and global trade – of Trump’s bombshell tariff announcements.

28 min Ouvir
How do US tariffs change the economic outlook?
Global Macro Research
How do US tariffs change the economic outlook?

The reciprocal tariffs announced by President Trump yesterday were more aggressive than expected. While there is a possibility that some of these get negotiated down in time, tariffs could equally move higher still after retaliation and additional sector-specific tariffs. A large stagflationary shock is coming.

1 min Ler
UK fiscal policy back to black, for now
Global Macro Research
UK fiscal policy back to black, for now

We unravel the UK government’s Spring Statement for new clues on the health of the economy. From welfare-spending cuts to market reactions, find out more.

17 min Ouvir
UK spring statement: What's in the spotlight
Global Macro Research
UK spring statement: What's in the spotlight

The government has restored its headroom against the fiscal rules via spending and welfare cuts. However, the UK fiscal position is still very vulnerable to domestic and international shocks to growth and interest rates. Meanwhile, structural demands on government spending are likely to increase, and the political appetite for further spending restraint is limited. So eventual tax increases remain likely.

1 min Ler
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