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. View
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.
Global Emerging Markets by Numbers From Asia to Latin America, global emerging markets comprise a broad universe that can offer quality companies across sectors. While you may have read that growth has slowed down in recent years, emerging economies are still growing faster than developed nations.
How active strategies help small caps Powerful stock selection requires significant active management—especially when it comes to U.S. smaller companies.
Private equity: an ever renewing landscape Private equity (PE) has seen a meteoric rise in the last 20 years, and the evolution of the global PE ecosystem over the last decade has been nothing short of dramatic. Not only has institutional interest in the asset class surged globally, but as with many industries, there has been a continual cycle of rebirth as new firms and strategies are formed and others fall by the wayside.
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: Why Japan Equity Not only does Japan boast enviable strengths such as a high-quality workforce and technical superiority, there are also many world-class companies that are global leaders in their respective fields. View
Small caps by the numbers Smaller companies have a direct impact on the fundamental health of the U.S. economy, having created in our view a significant amount of the job growth in recent decades.
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.
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.