Thought leadership

Title Description  
2017 Outlook As with each year that has gone before, events in 2016 have confounded expectations. The U.S. did not manage to raise interest rates too much, the UK chose to exit from the European Union and China did not collapse into economic meltdown. Read more on themes that are likely to have a bearing on the world of investing in the new year.
Asia by Numbers Asia’s rising economic importance makes it impossible to ignore.
Emerging Markets by the numbers From Asia to Latin America, global emerging markets (GEM) comprise a broad universe and can offer good quality companies across sectors.
Emerging Markets Equities Portfolio Manager Interview We believe emerging market assets are underowned and unloved. The extent of global funds’ underweight to the asset class has never been lower, which is why emerging-market equity valuations are more attractive than those in developed markets.
Equity Strategies and ESG: the way forward More and more investors are including environmental, social and governance (ESG) issues into their decision-making process. Learn more about how Aberdeen offers investors the opportunity to invest in equities that are aligned with ESG ethics.
The evolution of frontier markets Investment managers that have demonstrated their capabilities in research and investing in frontier markets, both in equities and fixed income, can provide valuable expertise in this specialized segment of the markets.
How active strategies help small caps Powerful stock selection requires significant active management—especially when it comes to U.S. smaller companies.
Indian Equities Portfolio Manager Interview Portfolio manager Adrian Lim discusses his most recent trip to India and Aberdeen’s outlook on opportunities in Indian equities.
Look sharp: Perceptions of risk in emerging markets One of the areas that investors should consider reevaluating is their perceptions of the differences between emerging and developed markets.”
Pure thinking at Aberdeen As a pure asset manager without the distractions of other financial service activities, we are free to focus all resources on managing our clients’ investments.
Reasons why: Global Emerging Market Equity Here are five reasons why the time for global emerging market opportunities has come back.
Reasons why: Japan Equity Here are the reasons why Japanese equity is worth an investor’s consideration.
Small caps by the numbers Our latest infographic offers some facts about smaller companies.
Steady as she goes: Navigating volatile markets with liquid alternatives When added to a well-diversified portfolio, liquid alternatives are a way to help add stability, limit certain investment risks, and maximize asset allocation strategies.
Stewardship: Alternatives For every investment we make, we analyze the risks and opportunities, which includes a review of environmental, social and governance factors (ESG) across alternative strategies.
Stewardship: Equities We analyze the risks and opportunities that may affect investments for both the short- and long-term. This process includes environmental, social and governance factors (ESG) across the equity universe.
Stewardship: Fixed Income As a pure asset manager, we are able to concentrate our investment process by analyzing the risks and opportunities of environmental, social and governance factors (ESG) across the fixed income universe.
Taking a broader view of the fixed-income markets The year 2016 represented the global economic and market transition from over-reliance on monetary easing toward seeking fiscal stimulus and political changes.
The rise of emerging markets Uncertainty in the developed world—whether it’s in the form of Brexit or continued record low interest rates—has encouraged investors to take a closer look at the many opportunities emerging economies have to offer. Emerging markets offer compelling growth potential relative to their developed world counterparts, which can translate into attractive investment opportunities for the long-term investor with regard to emerging-markets debt.
Trump’s policies on U.S. small caps U.S. smaller companies are mostly domestic-oriented and face less exposure to international headwinds. Less analyst coverage helps active managers benefit from overlooked opportunities.