Thought leadership

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Fear of the Foreign Investors are on edge. We’re barely into the New Year and markets have been left shaken by the Swiss franc’s biggest ever one-day move; an election win for a populist party that’s demanding to renegotiate Greece’s relationship with the European Union; more evidence of a slowdown in China; and worries that cheap oil reflects weak global demand rather than a turf war between producers.
Outlook 2015 This 2015 outlook snapshot represents a compilation of the most pertinent market insights from our many investment professionals across the global Aberdeen Asset Management group.
North American small cap equity: In our view, unconstrained is better Within the small cap equity universe, there is an on-going debate about the merits of growth versus value investing. At Aberdeen, we don't believe that investors should have to choose between the two mandates but rather that a "core" or "blended" approach can best serve investors' needs.
High Yield: Time to get back in... We believe that the high-yield market has now moved back to the upper-end of our fair value range based on the widening of spreads we've seen over the last seven months.
Emerging Market Corporate Debt EM corporate debt has grown from being a small asset class that few investors knew much about to a mainstream asset class that warrants further consideration. In our view, emerging markets present some of the world’s most dynamic growth opportunities.
Telling Africa apart If there is one generalization to be made about Africa, it is to be discerning about every country on an individual basis.
Taking the long-term view At Aberdeen, we believe that unless you need your money back soon, you should think long-term and avoid getting caught up in the daily noise of markets.
When is a recovery not a recovery? With so much policy ammunition spent in the pursuit of long-lasting growth in the U.S., it is somewhat puzzling that theeconomy has remained, thus far, stubbornly sedate.
Ten golden rules of equity investing We have distilled our insights from the world of investing into ten succinct rules. None of them should surprise and they all share one distinct trait: a belief in common sense. Take a look at our investment gems and their accompanying light-hearted and witty illustrations from artist John Devolle.
Are Brazilian women going to stop washing their hair? The potential for a major escalation in the conflict in Ukraine has some observers bandying the extraordinary phrase “World War III.” At Aberdeen Asset Management, we are investors, not political scientists. We hope the odds of global hostilities are nil. We would not presume to know the odds, however.
Big Ideas in Smaller Companies: Small Caps by the Numbers We believe investors are under-allocated to the small cap asset class. Learn about the potential of small-cap companies in our infographic.
Asia by the Numbers: The Economic Growth and Diversity of Established and Emerging Economies When consumers and investors think of Asia, they think of populous economies that are both sophisticated and well-established. But what about the surrounding boom of lesser-known economies? Asia isn’t just China and India: the rest of the continent is coming up in the world too, seeking to overtake other economies in a matter of years.
Emerging Market Debt: A Blended Approach As emerging economies expand, governments and companies alike are looking to domestic and international capital markets to finance growth. This market segment presents skilled fixed income managers with opportunities to identify and benefit from what we believe are improving companies and countries.
Local Currency Emerging Market Debt Over the last decade investors globally have become more and more comfortable with the structural improvement in Emerging Markets. Equity markets and external bond markets have historically been the investment vehicles of choice, but now local emerging market bonds have been added to this list. Find out why we believe emerging markets are so attractive, why now for local currency debt, and its key characteristics and risks.