Thought leadership

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Simplicity Modern finance is complex, perhaps too complex. Regulation of modern finance is complex, almost certainly too complex. That configuration spells trouble.
Risk We live in strange and uncertain times because of systemic risks and the extraordinary and distortionary actions of central banks.
Long termism We’re pretty certain that share price performance over the long term can only be supported by sustainable earnings growth, especially when that performance is measured over decades.
The Case for a Globally Diversified High-Yield Portfolio As the high yield market has globalized, it has opened more possibilities for investors to access a wider, new set of opportunities.
Asian Fixed Income: Busting key myths Frequently misunderstood, Asian fixed income has much to offer: solid yields, backed by solid fundamentals and sustainable growth. This paper seeks to dispel 6 key myths about Asian fixed income.
2002 déjà vu for Brazil? Not really Despite the comparisons of Brazil today to the country in 2002, we believe the country is not unfixable. After all, today's challenges are nothing compared to those confronted over a decade ago.
Frontier market bonds: the next chapter We believe there are key drivers to the growth in frontier countries including favorable demographics, rising consumption and investment, a substantial commodity base, and more prudent economic policies.
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.
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.
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.